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How your CRM can lead your digital transformation

How your CRM can lead your digital transformation

Digital Transformation means asking how you can use digital to help your charity generate more income, deliver better services and build a stronger community of supporters.

That’s the central question to all charities undergoing digital transformation. By breaking down this question and looking at your charity’s current products, service, activities and processes, you can use digital tools to reshape you organisation so it can fulfil its vision and mission more effectively.

Digital transformation can seem a daunting change and knowing where to start can be confusing, but it doesn’t have to be. Often something seemingly small such as choosing a new fundraising CRM can be the trigger to make digital transformation possible in your organisation.

Here’s how a CRM can lead the digital transformation in your charity.

Digital transformation means culture change

Digital transformation is change management on steroids. However you approach it, digital transformation means a culture change in the organisation and with the technology it uses. As part of this culture change, your team should begin to understand the importance of CRM and the roles it plays in enabling digital transformation.

The process of choosing a fundraising CRM can help you decide what’s most important to your organisation as it goes through a digital transformation: cost, ease of ongoing management, performance, security. See Donorfy’s product features to get an idea of what to look for in a CRM.

Whatever CRM you choose, to make your organisation’s digital transformation a success, digital has to be embedded in the organisation’s vision and strategy, happen at a pace that is appropriate to the pace of change within the organisation and must be sustainable over the long term.

New website, new CRM

Undergoing a digital transformation inevitably involves selecting and implementing new technologies. A website is often the catalyst for the change, where a charity decides they need a new website.

Part of a tech toolkit is the fundraising CRM, so you want to make sure that the CRM integrates with the website. And as with all modern tools, it’s not just the website that the CRM needs to integrate with. A host of other integrations are needed, from email to donations to events.

Take a look at Donorfy’s integrations to see how easy it is for your CRM to integrate both with your website and other essential charity activities..

GDPR means collecting the right data

With the General Data Protection Regulation (GDPR) now in place, there are more stringent rules around handling donor data and a requirement for charities to be fully compliant or be faced with fines.

This boils down to charities collecting the right data about the right people, and then keeping right info about the right people for the right reasons.

A fundraising CRM is crucial to help you meet GDPR compliance, especially one that makes it easy to be GDPR compliant. Donorfy has features available as soon as you sign up that make GDPR compliance easy, taking away the headaches and hassle that handling donor data can cause.

These are just some of the reasons why a fundraising CRM ike Donorfy can lead the digital transformation for your organisation.

Start your free trial of Donorfy now.


Photo by Brooke Cagle on Unsplash