12 Charity Engine Recommended items to provide Vendors during a Nonprofit CRM Request for Proposal

Too often when nonprofits do Requests for Proposals for a Fundraising CRM or fundraising technology, they end up creating a Features Checklist Spreadsheet with four different types of feature/capabilities:

  • Already have.
  • Wish we had.
  • Heard about & sounds cool.
  • So brilliant we should apply for a patent.

Unfortunately, RFP’s by checklist can lead to incomplete decisions because the right solution for that org was never proposed. There are capabilities and ideas that people wouldn’t know to think of without knowing the full capacity of a technology product.

In this Charity Engine Guide, learn about 12 items you want to be able to provide the vendor, and how to prepare you and your team for a Nonprofit CRM Request for Proposal.

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Year-End Giving: Ultimate Guide to Double Year-End Impact During A Pandemic

If you are wondering what your yearly big picture schedule should be like for your fundraising, look no further.

This eGuide with Charity Engine details helpful tips and steps you should take to get started on your Year-End Fundraising plans during this pandemic. This guide, along with Charity Engine's all-in-one CRM will provide everything you need to kickstart your fundraising campaigns for 2021.

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Virtual Fundraising Events: A How-To Guide

Many nonprofits have postponed or canceled their events due to the COVID-19 pandemic. While it’s natural and healthy to mourn these lost opportunities, it’s just as important to look for positive learning opportunities that have come about as a result of these difficult times.

Organizations can take this time to get more involved with hosting virtual events for their supporters. When hosting a virtual event, the mindset and approach that your organization should take are similar to that of a live event even though the actual event process is different.

In this guide, learn about Charity Engine's process of plan, run, care, and repeat, and build the best foundation for your virtual event.

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State of the Customer Data Platform

In the 2020 Tealium State of the CDP Report, we asked over 300 U.S. decision makers in marketing and data/analytics how they are leveraging CDPs today, the challenges they face with current vendors and their future plans for CDP technology. The results reveal that many organizations are still searching for the right solution: 58% of respondents with CDPs said they are planning to switch to a different provider within the next 12 months.

Something needs to change for customer data to reach its full potential. Businesses need greater clarity into what CDPs do, how to select the right CDP and how to optimize the technology — or they risk missing out on enormous CDP benefits.

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Tealium Newsletter Featuring Gartner Analyst Note: Building a Foundation for a Data-Driven Customer Experience Future

Nearly a decade ago, advances in digital transformation and big data put achieving a 360-degree view of the customer on the roadmap for many organizations. Along the way, many companies focused their efforts on the experience layer, hoping to keep up with industry disruptors like Amazon and Apple, which have consistently raised consumers' expectations for what makes a great experience. As companies try to catch up, many miss the critical component behind this success; excellent customer data management.

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Gartner: Before You Buy: A Guide For Choosing a Customer Data Platform

In this newsletter, Tealium features the Gartner report, Market Guide for Customer Data Platforms for Marketing. We aim to identify obstacles caused by fragmented customer data silos & establish how CDPs can help data & analytical professionals at enterprise companies improve their first party data management. The recommendations come as the result of a yearlong study, in which Gartner analysts surveyed more than 400 martech end users and technology vendors, and collaborated with high-tier industry publications & reports for secondary research. Consequently, they offer comprehensive insight into CDPs available from a variety of vendors, and factors to consider when evaluating implementation.

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How Telefonica Reduced Complexity for MIMs Using Subscriptions & Flow Designer

A couple years ago, Telefonica teamed up with xMatters to transform the comps for MIMs. This process sought to use different tools like workplace or Facebook, to see if there could be improved communications with customers.

The team had trouble using JavaScript, and found the development environment was arcane and broken. They decided to use xMatters Help Pages to understand workflows and custom integration in order to optimize the platform. The team implemented a workplace designer and chatting integration, along with workplace and Facebook integration to streamline the communication process.

Learn more about Telefonica's journey, and how xMatters helped decrease the number of licenses needed for broadcast messages, and subsequently increased their reach of comms with ~600-700 more use cases.

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2020 Report: State of the CDP

In the 2020 Tealium State of the CDP Report, we asked over 300 U.S. decision makers in marketing and data/analytics how they are leveraging CDPs today, the challenges they face with current vendors and their future plans for CDP technology. The results reveal that many organizations are still searching for the right solution: 58% of respondents with CDPs said they are planning to switch to a different provider within the next 12 months.

Something needs to change for customer data to reach its full potential. Businesses need greater clarity into what CDPs do, how to select the right CDP and how to optimize the technology — or they risk missing out on enormous CDP benefits.

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The Path to Predictive Healthcare Experience

New drug and cancer treatments are being aided by AI, which can help determine the most effective pharmaceutical compositions or predict how a small molecule will bind to a target protein. CAT scans can be analyzed 150 times faster with AI than by human radiologists – detecting acute neurological events in just 1.2 seconds.

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Gartner: Building a Foundation for a Data-Driven Customer Experience

Nearly a decade ago, advances in digital transformation and big data put achieving a 360-degree view of the customer on the roadmap for many organizations. Along the way, many companies focused their efforts on the experience layer, hoping to keep up with industry disruptors like Amazon and Apple, which have consistently raised consumers' expectations for what makes a great experience. As companies try to catch up, many miss the critical component behind this success; excellent customer data management.

Get Whitepaper

2020 Report: State of the CDP

In the 2020 Tealium State of the CDP Report, we asked over 300 U.S. decision makers in marketing and data/analytics how they are leveraging CDPs today, the challenges they face with current vendors and their future plans for CDP technology. The results reveal that many organizations are still searching for the right solution: 58% of respondents with CDPs said they are planning to switch to a different provider within the next 12 months.

Something needs to change for customer data to reach its full potential. Businesses need greater clarity into what CDPs do, how to select the right CDP and how to optimize the technology — or they risk missing out on enormous CDP benefits.

Get Whitepaper

Gartner: Becoming Masters of Data and Analytics: Data and Analytics Predictions

To stay competitive in an increasingly digital world, businesses must become masters of data. By 2020, more than seven billion people & companies, and at least 35 million devices, will be wired to the web. Success now depends on not only keeping up with fast paced digital innovation, but also harnessing the continual data explosion it creates; and this will mean a sizeable shift in the way companies handle their insights.

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Forrester: Customer Data Maturity Powers the Modern Enterprise

With the growing importance of customer insights in organizations, the role of analytics to extract insight from customer data and embed it back into organizational processes is at the forefront of business transformation. This increased profile has elevated the customer insights role from data geeks feeding the marketing funnel to critical change agents and strategic business partners. It has also made it crucial for companies to have a coherent and consistently executed customer data strategy. In order to seize the opportunity presented by this shift in data’s role, companies must plot a deliberate strategic course — beginning with a clear-eyed assessment of their current capabilities and needs.

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Gartner: Becoming Masters of Data and Analytics: 2019 Data and Analytics Predictions

To stay competitive in an increasingly digital world, businesses must become masters of data. By 2020, more than seven billion people & companies, and at least 35 million devices, will be wired to the web. Success now depends on not only keeping up with fast paced digital innovation, but also harnessing the continual data explosion it creates; and this will mean a sizeable shift in the way companies handle their insights.

Get Whitepaper

Forrester: Customer Data Maturity Powers the Modern Enterprise

With the growing importance of customer insights in organizations, the role of analytics to extract insight from customer data and embed it back into organizational processes is at the forefront of business transformation. This increased profile has elevated the customer insights role from data geeks feeding the marketing funnel to critical change agents and strategic business partners. It has also made it crucial for companies to have a coherent and consistently executed customer data strategy. In order to seize the opportunity presented by this shift in data’s role, companies must plot a deliberate strategic course — beginning with a clear-eyed assessment of their current capabilities and needs.

Get Whitepaper