Why Nonprofit CRM Is Better than Spreadsheets

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If your nonprofit regularly loses essential data, wastes too much time inputting or sharing information, or can’t derive actionable intelligence from its data, then it might be time to ditch those spreadsheets. 

Spreadsheets, of course, are computer applications that help you tabulate your donor, volunteer, staff, and other constituent information. While spreadsheets are popular still, they’re also an outdated resource for an organization like a nonprofit. Of course, spreadsheets are more useful than emails and handwritten notes. But they don’t hold a candle to a top constituent relationship management (CRM) system for nonprofits:

1. You Can Manage Your Whole Nonprofits

CRM technology is so much more than an advanced constituent relationship management system. The best CRM lets you manage your entire nonprofit from your computer. A nonprofit CRM is specially designed to suit your organization’s unique programs and data without the need for consultants or custom development.

2. CRM Enhances Contact Management

Small nonprofits with a handful of constituents may still effectively use spreadsheets. But as the list of constituents grows, spreadsheets become more ineffective. Instead of spending precious minutes finding important constituent data on your spreadsheet, leverage a top CRM tool for excellent contact management:

  • Use CRM software to keep track of your contacts easily. With a fast click, you can see a constituent’s detailed history with your nonprofit. 
  • The best CRM systems offer different types of reports to help you track specific contact data. 
  • Unlike a spreadsheet app, CRM technology helps you optimize contact engagement with email marketing, custom follow-ups, alerts, and more. 

3. Data Security 

It’s no secret that spreadsheets are a security risk — they’re easy to copy and steal. It’s also easy to lose track of an essential spreadsheet right when you need it. On the other hand, reputable CRM software offers a list of impressive security features:

  • Data encryption.
  • Compliance with PA-DSS, HIPAA, and PIPEDA. 
  • Access limitation. 
  • And more. 

Good CRM platforms are usually cloud-based. With such systems, you can access your essential data from anywhere with an Internet connection. On the other hand, you can easily lose access to your spreadsheets for good if your computer seriously malfunctions.  

4. Time Management   

Small to medium-sized nonprofits are sometimes short on resources. One person may be doing a couple of jobs when resources are spread thin. But they can certainly save time by using a CRM. 

5. Actionable Intelligence

Spreadsheets only offer rudimentary data analysis. Compare this to CRM software that may offer: 

  • Custom donor retention strategies.
  • Step-by-step approach to winning grants and awards.
  • Streamlined fundraising outreach.
  • Intelligent identification of potential large donors.

6. Data Sharing 

You typically share spreadsheets via email or through your office network. Common glitches can make this process time-consuming and somewhat irritating. If you’re tired of helping your team members find spreadsheets in their spam folders, switch to a CRM that offers secure access to your managers, staff, and volunteers.  

As far as the spreadsheets vs CRM comparison is concerned, there is no contest. Switch to a powerful CRM today instead of using outdated technology that’s slowing your nonprofit down. 

the authorABHIYAN
Abhiyan Chhetri is a cybersecurity journalist with a passion for covering latest happenings in cyber security and tech world. In addition to being the founder of this website, Abhiyan is also into gaming, reading and investigative journalism.

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