Nonprofit CRM Checklist

Choosing the right Nonprofit CRM and Donor Management Software is critical to growing a robust fundraising program. Modern donors expect more from your organization and the right CRM system features can help you proactively build better relationships.

This nonprofit CRM checklist for success is designed to help you identify the most important capabilities you’ll need to grow giving in a changing world. This guide will cover the following:

  • Key functionality all nonprofits need in a CRM.
  • Data analytics features to understand donors.
  • Email and marketing features.
  • Marketing automation.
  • Essential integrations.
  • Online giving and donation pages.
  • And more…

Download the checklist to learn how to find and evaluate the right nonprofit management software to scale your mission and grow giving.

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The Responsive Maturity Model

The Responsive Maturity Model is designed to guide you, step by step, through the stages required to un-silo your data, increase team effectiveness, create personalized connections with each donor, and grow giving at scale.

What You’ll Learn:

Learn the 5 key building blocks to drive increased generosity with your team, tactics, and technology. The Responsive Maturity Model provides clear, actionable building blocks for healthy, effective teams and increased giving. With this guide, you’ll learn how to:

  • Build data health processes that create trusted data.
  • Build reports to create transparency and alignment around key fundraising KPIs across your organization.
  • Identify tools that can help your team better collaborate and understand the entire donor journey.
  • Segment and personalize your donors communication based on donor behavior and affinity.
  • Create robust, automated, dynamic campaigns the connect to each donor at the right time with the right next step.

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The Donor Journey Guidebook

Start creating donor personas and mapping your donor journeys with The Donor Journey Guidebook from Virtuous.

These fillable templates will help you approach your communication planning in an organized and deliberate way, so that you can take each donor on a relevant and responsive journey.

Responsive donor journeys help you bring donors from awareness to engagement, then onto generosity and advocacy.

Begin planning your donor journeys to build deeper supporter relationships today.

Complete the form to download the guidebook today!

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Lead Gen: Looking for Leads that Actually Convert? Our 20+ Years of Experience Delivers

Generating leads that actually match your ICP (ideal customer profile) and perform once in your pipeline isn’t as easy as it sounds - we get it. We’ve tried all sorts of engagement strategies and tactics over the past 20+ years as a leader in tech marketing and the good news is we continue to drive growth for the world’s most innovative technology companies.

How do we do it? We leverage and connect with our loyal B2B audience of over 20 million monthly site viewers and 100+ million buyer database contacts. And we stick to what works and what we do well – identify high-intent prospects, employ methodical targeting, then engage and nurture.

SKIP THE LINE and BOOK A MEETING at a time convenient with your schedule.

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A Smart Social Media Strategy

As buyers grow more skeptical of sales messaging and social media ads get more expensive, savvy retailers are embracing an affordable, surer path to consumer trust: influencer marketing.

Creators and influencers are viewed as relatable and aspirational. They are closer to customers than almost anyone, say Deloitte researchers, enabling brands to move, sway and sell at the speed of culture.

And companies are sponsoring influencers for a fraction of what they are paying for ads. Great deal? Let’s discuss.

How effective is influencer marketing, really? What are the risks, and how can retailers reduce them and boost their chances of success? We answer those questions in this resource, arming you with what you need to know to kickstart an influencer marketing experiment — your first steps toward a profitable program.

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What’s Next in Collabs?

Similarly, as the industry matures, it will continue to become easier for brands to get the most out of these important relationships. For example, Afluencer offers both free and premium plans for brands to get started, and provides tools to guide brands in their approach, regardless of budget. As with other marketing channels, what it all comes down to is determining a brand’s campaign goals and choosing the right path -- and the right people -- to make it happen.

How will influencer marketing continue to shift? In an industry that is notoriously difficult to predict (who would have thought a man skateboarding while drinking Ocean Spray would be the pandemic’s viral hit?), here are a few areas brands should pay attention to in the year ahead.

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What Are Micro-Influencers and Why You Need Them

Micro-influencers are influential people who have a small but dedicated following. They can help you reach a wider audience with your marketing efforts, and they're a great way to connect with potential customers. So why are micro-influencers so important? Watch this video to find out!

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Armesha Lynn – Breathe Easy Infusion

Rebecca Martin, the innovative mind driving Breathe Easy Infusion, takes center stage in the Afluencer podcast series. With a wealth of experience in the world of influencer marketing, Armesha shares captivating insights, challenges, and triumphs that have shaped her brand’s journey.

Join us in exploring the enchanting world of Breathe Easy Infusion through the eyes of Armesha Lynn herself. We’ve embedded the riveting YouTube podcast video below, offering an exclusive glimpse into the transformative power of influencer marketing.

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A Smart Social Media Strategy

As buyers grow more skeptical of sales messaging and social media ads get more expensive, savvy retailers are embracing an affordable, surer path to consumer trust: influencer marketing.

Creators and influencers are viewed as relatable and aspirational. They are closer to customers than almost anyone, say Deloitte researchers, enabling brands to move, sway and sell at the speed of culture.

And companies are sponsoring influencers for a fraction of what they are paying for ads. Great deal? Let’s discuss.

How effective is influencer marketing, really? What are the risks, and how can retailers reduce them and boost their chances of success? We answer those questions in this resource, arming you with what you need to know to kickstart an influencer marketing experiment — your first steps toward a profitable program.

Get Whitepaper

What’s Next in Collabs?

Similarly, as the industry matures, it will continue to become easier for brands to get the most out of these important relationships. For example, Afluencer offers both free and premium plans for brands to get started, and provides tools to guide brands in their approach, regardless of budget. As with other marketing channels, what it all comes down to is determining a brand’s campaign goals and choosing the right path -- and the right people -- to make it happen.

How will influencer marketing continue to shift? In an industry that is notoriously difficult to predict (who would have thought a man skateboarding while drinking Ocean Spray would be the pandemic’s viral hit?), here are a few areas brands should pay attention to in the year ahead.

Get Whitepaper

A Comprehensive Buyers Guide for Retailers

The purpose of this PIM buyer's guide is to equip online brands and retailers with the knowledge and insights into the significance of PIM, the myriad of benefits it offers, key features to look for in PIM solution, pertinent questions to ask while evaluating options, and a comparison of some leading PIM providers in the market to make informed decisions while selecting the most suitable PIM solution for their business.

By adopting a powerful PIM solution, businesses can optimize product information management, reduce returns and shopping cart abandonment, build brand trust, and drive operational efficiency, setting the stage for enhanced e-commerce success and long-term growth.

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What is PIM for eCommerce

Scattered product information across places? Onboard a world of myriad possibilities with PIM!

A central place to store all your product information like variants, colours, sizes, material, SKU Codes etc., including media (housed in the in-built DAM). Manage, update and distribute accurate and consistent data across various sales touchpoints.

Get features like:

  • Product Enrichment.
  • Dynamic Price List.
  • Localisation.
  • In-built DAM.
  • Bundles and BOM.
  • Multi-brand, Multi-Vendor.
  • Multichannel Syndication.
  • Workflow and Validation.

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GoStudent Success Story

The biggest challenge GoStudent had was an inability to coach and develop sales rep performance in a way that was conducive to actual growth.

"There are a lot of solutions out there that lean very heavily on policing sales reps to follow a specific sales process or approach, and we didn’t want that - we wanted something that allowed us to guide our teams toward excellence."

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