We take a look at the CRM trends prevalent in the charity sector in 2020.
This infographic is brought to you in partnership with Salesforce.org.
Salesforce.org Nonprofit Cloud is the only complete platform for nonprofits that gives you a 360-degree view of your mission.
In the for-profit world, CRM stands for Customer Relationship Management. In the charity sector, the preferred term for the same technology is Constituent Relationship Management.
The reason for the difference in name is simple: in this space, the technology has a broader remit. Charity CRM systems are used for everything from managing fundraising campaigns and driving and measuring donor engagement, to marshalling volunteers and measuring the impact of your programs.
The report found that no more than 42% of charities use CRM for basic data storage and 30% for data management. Only 10% of charities surveyed used CRM for marketing purposes, 12% for volunteer management, with just 8% using it for fundraising.
Why is this? The ’CRM Systems for Charities: Forecasting 2020 Trends’ report examines this question in more detail. We’ve also condensed some of the key findings into this infographic, brought to you in partnership with Salesforce.org - a unique social enterprise business unit within Salesforce dedicated to creating solutions for nonprofit, educational, and philanthropic organisations so they can have a greater impact.
Learn more about CRM systems for charities with our CRM for Good webinar, brought to you in partnership with Salesforce.org. Sign up here.