Nonprofit leaders who are tired of messy data, disconnected systems, and lack of donor and programmatic insights this newsletter is for you. Welcome to your one stop shop for all things nonprofit CRMs.
CRM Champs + Trying New Things
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Reader, Your nonprofit's CRM should function like Kendrick at the Super Bowl—calculated, impactful, and making history. Your 'Swimming Pools' of bad data shouldn't hold you back from grant applications and impact reports. Don't worry, we got you. Resources
Reflection: When was the last time you tried something new?It was 2021, and the Play Equity Fund/LA84 Foundation team hosted a golf tournament at the Riviera Country Club. Unbeknownst to me, this was a BIG deal. It was my first time on a golf course, and only now do I realize what a privilege it was to be on-site. Post-tournament I spoke with some colleagues about getting started in golf, was gifted a starter set for Christmas, and it was off the to races from there. Luckily, I didn't let my preconceived notions of the sport get in the way of enjoying it. Since I decided to try something new (pick up clubs and try golf out), I've turned colleagues into friends, strangers into business connections, and even landed a VP role on a new nonprofit's board of directors because of it. The other day, I hit the course with a client. I got a chance to bond, learn more about them (personally and professionally), and uncover new ways of working together beyond a client-consultant relationship. My new board position is all about opening doors for others to get into the sport of golf. Last week, we had an opportunity to do just that (read more about that here). You belong on the green no matter where you're from or what you look like, for all the good that comes from it and more. So, I encourage you to try something new; you never know what can come of it. ... I welcome all invites to get out and play, and if you've tried something new recently, share it! Work with Friends
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PS: One thing we pride ourselves on against our competitors is that we are a nonprofit CRM shop serving the Kingdom. In other words, they not like us.... |
Impact Insights by Mata Consulting
Nonprofit leaders who are tired of messy data, disconnected systems, and lack of donor and programmatic insights this newsletter is for you. Welcome to your one stop shop for all things nonprofit CRMs.
Hey Reader, This week, we are going down the rabbit hole of a recent Salesforce report. Salesforce just released their 7th annual Nonprofit Trends Report. They surveyed 1,229 nonprofits across six countries. The findings cover fundraising, AI adoption, staffing, digital channels, and program outcomes. What kept coming up was infrastructure. Orgs investing in better fundraising strategies and AI tools while the data underneath those investments isn't ready to support them. Staff leaving and...
Hey Reader, I've received some great feedback from last week's issue and I hope to continue that momentum today! Let me know what's resonating and what you would like to see in these emails. Let's get into it... The Tool-First Trap The question I get asked more than any other — at every event, every discovery call, every session I run — is this: 'Which CRM should we use?' And I understand why. The CRM is the thing you can see. It has a price tag. It feels like the decision. But in almost...
Hey Reader, There has been a lot of activity in the nonprofit world as of late, and I thought to share a few things that have come up during blog interviews, conference sessions/conversations, and nonprofit networking events. Three things came up so consistently that I'm treating them as sector patterns, and sharing what it means if you're seeing any of this inside your own organization. PATTERN 1: Data lives in too many places, and nobody trusts any of them. The CRM has some of it. The...