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Tag: top tips

CRM in Non Profit Organisations – Why Charities Need Good Systems 

A small group of multicultural senior people are reading on their laptops about why charities need good systems.

With the right CRM in place, charities can streamline operations, deepen donor relationships, and ultimately drive greater impact in their communities.

New CRM Software? Explore the First Key Steps To Secure It 

Two women at their laptop discussing their new CRM software and making sure it's as secure as possible.

Don’t let “later” become “too late”. Reduce the risk of losing your data, or money by securing your new CRM software with these easy steps.

Top 5 Things to Look For in Your Charity CRM Supplier 

young man smiling and looking friendly, showing number five with hand forward.

Focus on these key factors to ensure that your CRM system aligns with your mission and needs. Set your charity up for long-term success.

How Charity Software Can Help You Reduce Time on Data Entry 

Two people working together at their computer and high fiving each other as they have just read about how to save time with their data entry.

Automate routine tasks, integrate data from multiple sources, and minimise errors in your software to enhance efficiency and accuracy across your organisation.

Practical Tips For Charities Transferring Data To A New System

People packing up to move house

Here our data migration team share their insights to support organisations planning a move to a new data handling process and to help you avoid some of the stumbling blocks that can occur when moving your existing data to a new system.

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