You may be wondering why CRM is important for charities. The simple answer is that they’re not only important; they are crucial and more essential than ever.

When you are looking to strengthen and grow valuable opportunities and relationships that support your mission, a CRM like Lua CRM needs to be considered.

What Exactly Is A CRM?

In case you never heard about CRM systems, they’re also known as Customer Relationship Management systems. The main goal of this such system is to help companies to properly and effectively manage documents and contact data as well as systematically maintain interactions with clients.

The truth is that CRM systems are a must-have not only in the commercial sector to make sure that they manage customer information and spot sales opportunities. However, what about charities? Do they really need a CRM system? After all, they’re not selling a product. However, with all the digital transformation over the last few years, it’s important for all organizations, including charities, to improve the way they deliver services and how they communicate with customers or members.

As you can easily understand, by its main features, CRM systems play a huge role in how contact data is collected, managed, segmented, and then used to engage with the audience. This will allow your charity to prioritize resources, maximize fundraising efforts, and find efficiencies across the board.

Why Is CRM Important For Charities?

The reality is that using a CRM system for charities can bring many different benefits. Here are some of the most important ones:

Manage Relationships With Constituents

Even though charities aren’t selling any products, these mission-driven organizations need to maintain strong relationships with constituents. When this doesn’t happen, charities won’t be able to segment their supporters by interest areas or issues, keep track of membership activities, or streamline the donation process.

Ultimately, when you are using a CRM system like Lua CRM, you can easily manage all your data not only effectively but also confidently. Above all, you have a secure place to store and manage all your information.

If you think that you can keep using Excel spreadsheets to store and manage your data, you should think again. After all, it’s easy to get incomplete or outdated data, not to mention that it’s almost impossible to keep track of historical data.

With a CRM for charities, you can have all the data stored in one place, organized, and accessible. This way, it can be easily managed by the different team members over time.

Segment Contact Types

When you are using Excel spreadsheets with your data, you simply can’t segment your contacts. This task can become even more difficult as time goes by. After all, data tends to become inaccurate, outdated, and may not even be in the same format.

Fortunately, you can start using a CRM for charities that allows you to store high-quality data and segment your list by the criteria you want. It may be by the constituent type, geographic location, interest area, or any other. When you need to get in touch with a specific constituent, you’ll immediately have access to all his information. This means that your messages will be more valuable, will create more engagement, and may even contribute to more support for your charity.

Know Your Audience

One of the things that many people who run a charity usually forget is that they need to know their audience. Even though you’re not selling any product, you are looking for different types of support. So, when you are using a CRM system, you can keep track of the activities of your audience. For example, you may only be interested in asking for more support at a specific moment from people who attended a specific event or the ones who signed up for a recent volunteering campaign.

Overall speaking, a CRM system gives you access to all this information about your audience. This is the type of information that you are just not aware of if you’re still using Excel spreadsheets.