Customer Relationship Management (CRM) software

While the name fits more aptly with its usage in the private sector, Customer Relationship Management (CRM) software is used by civil society organisations to record and organise the details of beneficiaries, members, suppliers, funders and other contacts.

It is sometimes referred to as SRM (Supporter Relationship Management) or fundraising software.

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Getting better connected: the Charity CRM Survey 2010 0

IT | Diane Sim | 1 Mar 2010

Topics: Customer Relationship Management (CRM) software

Some 66 per cent of charities would recommend their supplier to other charities, up from 63 per cent last year, according to Civil Society IT’s third annual Charity CRM Software Survey. For the third year running, Raiser’s Edge from Blackbaud is the most popular specialist package, used by 16 per cent of all charities surveyed.

School increases gift aid income by 50 per cent after CRM healthcheck 0

IT | Gareth Jones | 11 Dec 2009

Topics: Gift aid | Customer Relationship Management (CRM) software

Gareth Jones hears how the North London Collegiate School increased its gift aid revenue by 50 per cent, and how educational bodies are not making the most of their fundraising potential.

Microsoft maintains sector trust 2

IT | Tania Mason | 16 Nov 2009

Topics: Customer Relationship Management (CRM) software | Mobile technology | Social networking | Websites

Microsoft is still far and away the most trusted IT brand among charities, according to new research from ASI Europe.

Still rocking ten years later 0

IT | John Tate | 24 Aug 2009

Topics: Customer Relationship Management (CRM) software | Social networking

Charity Finance’s longest-standing columnist sharpens his brash stick ready for a second decade of debunking. 1999. Cast your mind back. There was the total eclipse of the sun in the UK. Charles Shultz, the creator of the comic strip Peanuts retired. The Euro came into existence. Bertrand Piccard and Brian Jones become the first to circumnavigate the Earth in a hot air balloon. And – I wrote my first column for Charity Finance.

Heart Foundation seeks step-change with CRM upgrade 0

IT | Tania Mason | 1 Jun 2009

Topics: Customer Relationship Management (CRM) software

The British Heart Foundation is to upgrade its CRM system from Raiser’s Edge, which it has used for the last ten years, to the next-generation Blackbaud Enterprise CRM. It is also buying two additional modules: Blackbaud Direct Marketing, which will centralise and automate all direct marketing activity through different departments, and Blackbaud NetCommunity, a social networking module that will allow the charity to provide advice on interactive forums. The Enterprise system will allow supporters to update their own details and provide the Foundation with the ability to communicate wit them in a much more personalised way. Project director Frank Garofalo said the impact of the project on the charity’s relationships with its donors would be "massive". "It will be a step change in terms of the service we can offer supporters."

Stick or twist? 0

IT | Gareth Jones | 1 Mar 2009

Topics: Customer Relationship Management (CRM) software | Recession

Budgets may be tight, but is now the time to buy a new database? Gareth Jones looks at the results of the second annual Charity CRM Software Survey. As the many tentacles of the ubiquitous economic downturn extend into seemingly every aspect of a charity’s organisation, software strategy is no exception.

Red Cross unveils Ascent CRM system 0

IT | Tania Mason | 1 Mar 2009

Topics: Customer Relationship Management (CRM) software | Campaigns

The British Red Cross has gone live with its new CRM system, Ascent CRM for Fundraising version 2.0 from Ciber, after more than a year in the planning. The system, which will give the international aid charity a single view of all its donors and allow it to segment and target groups of supporters according to their giving habits or their interests, was launched on 26 January with half a million records loaded onto it

Database satisfaction down; reviews up 0

IT | Gareth Jones | 1 Mar 2009

Topics: Benchmarking | Customer Relationship Management (CRM) software

Charities are becoming less satisfied with their CRM systems and reviewing them more frequently as a result, according to CSIT’s annual CRM Software Survey 2009. The average satisfaction score (out of three) was 1.52, calculated on the basis of three points for ‘very good’, two points for ‘good’, one point for ‘average’ and zero for ‘poor’.

Art association chooses Integra 0

IT | Tania Mason | 1 Mar 2009

Topics: Customer Relationship Management (CRM) software | Membership

The National Association of Decorative and Fine Art Societies (NADFAS) has selected IRIS Integra to help streamline administration and improve interaction between its 90,000 members. The arts charity which serves over 340 societies in the UK and Europe involved in the advancement of arts education, appreciation and preservation, will also be able to cut down on data duplication and the risk of lost information when the system is implemented.

Charity Accounting Software Survey 2009 0

IT | Gareth Jones | 26 Jan 2009

Topics: Accounting software | Customer Relationship Management (CRM) software

The recession appears to be having an effect on every aspect of a charity's operations, and accounting software is no exception. Making an assessment on whether purchasing a new system is justified at present as spending is reigned in, or whether a new product could bring vital improvements to financial decisionmaking, could be crucial in the current climate. This survey will help make that call.

Salesforce and NCVO in talks 0

IT | Tania Mason | 1 Dec 2008

Topics: Customer Relationship Management (CRM) software

Salesforce Foundation is in talks with the NCVO about becoming a preferred supplier. The agreement would give Salesforce Foundation, which supplies free customer relationship management (CRM) software to not-for-profits, a foot in the door with the NCVO’s 6,000 members.