In an effort to bring our readers the best information available on prospect research and its surrounding topics, we like to sometimes highlight posts from outsides blogs that provide valuable insights and information regarding the nonprofit sector. Today we’re featuring one of those posts.
6 Steps to a Successful CRM Strategy initially appeared on Andar/360’s blog. You can check out the original version here!
This article was written by Real Bedard, President of Helix Ltd.
6 Steps to a Successful CRM Strategy
1: Collect Information
Names, addresses, employer, cell numbers, email addresses, communication preferences, gifts, pledges, payments, formal/nicknames, relationships between accounts, demographics, competitive giving,… the list goes on and on. Information is everywhere and it can all be extremely valuable when getting to know your constituents.