Anthony guest blogs for JustGiving……….
In this first post on CRM systems Anthony Fawkes, Founder of Actually Data, talks through the misconceptions of the charity database and offers some top tips on how to make the most of your CRM database.
Along with my work with JustGiving member charities and helping them to integrate their JustGiving data into their Customer Relationship Management (CRM) systems, I get asked on a more frequent basis about CRM systems in general. CRM is sometimes swapped for other acronyms such as DRM (Donor Relationship Management system), SRM (Supporter or Stakeholder Relationship Management) and even MRM (Membership Relationship Management).
Read the whole post on JustGiving’s site
Blackbaud have launched their new Integration suite which starts with integration with the online giving platform JustGiving.
The integration sees Blackbaud venture into working in partnership with other providers and developing solutions to help charities with their back office processes.
Continue reading Blackbaud and JustGiving Integration
If you were at our presentation today or couldn’t make it and are interested – please click the link below to download a copy of the slides.
Download thankQ user group presentation
I think that Salesforce is going to be a big player in 2012 in terms of fundraising databases. We’ve already seen Blackbaud and Convio get together and the rise of Supporter360 from Appichar. So if you’re interested here’s a link to some training materials for Salesforce.
One of the best ways to get the most out of Salesforce is to take advantage of the incredible wealth of videos on the internet. It’s also a good way to learn if Salesforce is the right tool for you.
Salesforce has free training videos on Salesforce Navigation, Intro to Sales, Intro to Reports and Dashboards, and for those who need to configure Salesforce, Administration Basics.
Similar to that is the Salesforce Learning Center, which has a few dozen videos in the 2-10 minute range, and a number of 2 page ‘cheat sheets’, a decent place if you are looking for a certain skill.
via Free Salesforce Training | Third Sector IT.
With much anticipation, I’ve been asked to talk at the Donorflex Regional User Groups about data integration for Charities and their JustGiving Data. This is my first outing this year talking on the subject to groups of charities. I really do enjoy the buzz of talking to charities about data.
I’ve really enjoyed the opportunity to talk to charities and understand their internal processes for importing data into Donorflex from the JustGiving platform. I found out lots about Donorflex itself and some of the new functionality does really seem to get the users very excited.
If you would like to To find out more about the Donorflex Regional User Groups you can click here.
Hopefully I will get to catch up with more of you throughout the year and look forward to working with you to help your integration processes.
If you would like me to talk at your conference/seminars or charity about data integration and JustGiving products, please don’t hesitate to get in touch
JG RUG Presentation. (PPT – 3mb).
Guide to JustGiving Charity Account (PDF – 700kb)
Guide to Direct Debits on JustGiving (PDF – 1mb)
Guide to In Memory on JustGiving (PDF – 3mb)
Guide to JustTextGiving (PDF – 1.6mb)