You ask: how many donations have we gotten from this campaign? and it takes the team 2 days to answer the question and then we realize the answer is not even accurate?
You have to keep writing these thank you / acknowledgement emails manually after every donation?
You get a call from a constituent and you don’t know their history with your nonprofit instantly?
Having a solid system in place solves the 3 problems above and more.
This is a step by step guide on how to build and implement your own tailored, personalized and customized CRM (Customer Relationship Manager).
Each episode below comes with
A Blog Post showing the exact steps in a written manner with screenshots. (If a blog link does not show up yet, I am still writing it, stay tuned)
A YouTube video building live if you prefer watching.
Part 1: The Data Model
The Data Model represents the Tables and the Relationships between tables, this is the foundation to build on
Read the Blog:
Part 2: Entities, Organizations and Households
These are the tables to log information about entities we work and interact with, these could be organizations such as nonprofits, foundations, government or households.
Part 3: Persons (The Constituents)
The actual people, these are our donors and supporters.
Part 4: Affiliations
How individuals relate to organizations, for example, John is the CEO of a company called Delta Developments.
Part 5: Relationships Between Constituents
How individuals relate to each other such as father and son.
Part 6: Donations
The actual donation rows/records, this is where we would log information like the donation amount and the donation date.