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Data Driven Fundraising

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• Sample size of 334 respondents who had responsibility for IT infrastructure within their organisations

• Survey collected between mid-Sept and mid-Oct 2013 online.

• nfpSynergy collected all responses and analysed the findings

About the study

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Uses of CRM

91%

76%

76%

69%

61%

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CRM for Managing Fundraising Efforts

Overall Less than £5M Between £5M & £10M

More than £10M

Individual Giving 76% 72% 89% 80%

Major Giving 69% 61% 80% 76%

Events 61% 58% 63% 70%

Trusts and Foundations 58% 54% 61% 70%

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Ensure your organisation has a stated strategy for deploying and adopting CRM. Confirm your CRM supplier can provide your organisation with the functionality you need to fulfil your requirements today and the flexibility to accommodate tomorrow.

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To Join the Cloud or Not?

Image Source: [Cloud Footprint] http://siliconangle.com/blog/2013/06/27/infographic-clouds-growing-footprint-in-storage/

Only 31% use a cloud-based CRM system

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Ensure that your organisation is not complacent when it comes to decisions about technology

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Overwhelming # of Systems

39% of respondents have data in at least 4 different systems

19% holding their data in 5 or more systems

Image Source: [Cloud Footprint] http://siliconangle.com/blog/2013/06/27/infographic-clouds-growing-footprint-in-storage/

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Digital Data Silos

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Ensure your CRM can manage and integrate data from as wide a variety of sources as possible – and incorporate online to your overall CRM strategy

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Data Quality FIND AN IMAGE

Image Source: [Data Cleansing] http://www.analysis-consult.ca/images/data-cleansing.jpg and http://www.andertoons.com/cartoons/technology

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Make data cleaning a priority – saves money and can help avoid embarrassing mistakes

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Resources • 56% of respondents felt they lack the resources to make the best use of their

data

• 52% don’t have enough time to manage their system effectively • 35% don’t have enough knowledge about their CRM systems to manage

them effectively

Image Source: [Uneven Scales] http://launchyourself.co/my-balance-scale-test/

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Ensure your team has access to the type of training needed and your organisation reinforces the adoption of CRM across departments

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Cost Driving Decisions

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Look for value beyond the actual cost when evaluating IT suppliers.

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NFPs Technology 62% feel technology is key to the future growth of their organisation 36% cited use of technology has increased the amount of funds raised

Image Source: [Insight Rocks] http://i.marketingprofs.com/assets/images/articles/lg/130619-Insight-Word-lg.jpg

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Making Use of Data • 70% of respondents said there was untapped potential in the data their

organisation holds

• Just 30% claiming they were doing a good job in utilising their data for fundraising and marketing purposes

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In summary

üContinually evaluate your CRM to determine its effectiveness to meet your needs

üEnsure your organisation has a CRM strategy in place and adheres to it

üLook for ways to meaningfully integrate data from new sources as they arise

üAutomate as much as you possibly can

üAdopt a habit of cleaning your data frequently and through a variety of means

üInvestigate new technologies with a lens for efficiency and usefulness

üUphold the trust your supporters have given you with their information

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Thank you for attending!

Don’t forget to download the report Visit: https://www.blackbaud.co.uk/datadrivenfundraising If you have any questions, please email: solutions@blackbaud.co.uk Or connect @BlackbaudEurope & @SandraLuther