5 Tools Your Nonprofit Needs to Thrive in 2017

Are you ready to make 2017 your best fundraising year ever? Want to reach more people, target a wider base of donors and get your message heard far and wide?

Nonprofits face growing challenges–limited government funding and corporate sponsorship, a widening pool of competition, and higher needs among underserved populations make the work of nonprofits seem ever more difficult. Over the past few years many nonprofits have found that, in order to reach their goals they have to stop thinking like for-profits (although, it doesn’t hurt to incorporate a few of their best practices) and start playing up their unique strengths.

Nonprofits are the do-gooders and the changers in the world. Their impact stories touch hearts and change lives. Different than selling cars, insurance, or widgets, nonprofit don’t sell anything tangible. Instead, they give others the opportunity to make a difference. They help people pool together their money toward furthering a cause.

Even in a challenging landscape and with large goals, nonprofits have access to many tools at their disposal to help them be successful. Most nonprofits require gifts management system, the ability to send letters, a calendar to track grant deadlines, and the ability to process proposals.

As we move toward a more mobile-friendly society, nonprofits need to keep up with competition, so their voices can be heard and they can reach their supporters. Building on community connections, stewardship and “friendraising” is just as important as fundraising when it comes to furthering their cause.

Donors will shy away from hard-to-navigate websites. One of the primary goals of any nonprofit should be making donating as easy as possible.

So what are some of the top tool your nonprofit needs to thrive in 2017?

  1. A CRM

If you’re still relying on spreadsheets to track your contacts, potential donors and community connections, it’s time to move forward! Adopting a CRM can seem daunting, especially when staff time is limited, but using a product like Insightly is simple, easy and intuitive. Once your employees see how they can share information, integrate with existing programs they already use and generally simplify their lives, they will be on board.

A CRM helps you steward your donors and keep track of all of the connections you’ve worked so hard to build. No more will contact information laps or slip through the cracks. No more will you be embarrassed because you forgot some key information about an important contact. You will be able to manage all of the information simply, easily and in one place.

  1. Mobile Fundraising Tools

Donors are become increasingly comfortable with mobile giving. There are a number of options you can use to help simplify donations, even allowing donors to “text” in their gift or receive updates and alerts from your organization.

At the minimum, mobile-optimization of your website is critical, and your donation button needs to be front and center. If donors can’t find out how to support you, they will look for another cause to take their gift. Make it easy for them by offering online giving options, donations through Paypal, or using crowdfunding platforms like GoFundMe and Donorschoose to encourage support. Don’t forget to set up a wish list for donors who prefer to give in-kind rather than money.

  1. Video

Video is a game-changer for nonprofits. With all charitable organizations it’s about the story, the message and capturing the impact of support on your populations. Your story is vital to your cause. If you’re using tools to help you do more good, and spend less time on administration, you should use that time to learn and work on your video and media presence.

Video enables you to share your story in an eye-catching way that connects with your volunteers and supporters in a way that other forms of media just can’t do. You don’t need to spend on fancy equipment, as many tablets and phones now offer video capabilities on par. Still, spending some time to learn software editing options and understanding how to shoot and compose quick video and share it with an audience can be a huge boost for nonprofits.

  1. Social Media

Social media is still critical for nonprofits, and so many just don’t have the time to keep up! Optimize social media for donor stewardship and to share your message with your target audience. Social media can be a great tool to share the stories of your volunteers, network with others who might need your vital services, and of course, connect with supporters.

One of the keys to managing social media is to only bite off as much as you can manage–you don’t need to have Twitter, Facebook, Instagram, Snapchat and LinkedIn. Pick one or two platforms, your staff is most comfortable with and you feel connects with your target audience. Then stay consistent with your posting. Responsiveness is critical (the “social” part of social media), so make social media a priority but keep it manageable.

  1. Design Software

Design is important when it comes to grant proposals and logic models. When a foundation or funder has tons of proposals to sort through, having an eye-catching piece can really make your proposal stand out. Having consistent branding and following best practices can help give your organization an identity that will resonate with your target audience.

You don’t have to be a graphic designer or spend major dollars on hiring someone with professional design skills. Many programs can be accessed only for free or very little cost. Canva, PicMonkey and other design programs help take your proposal and look from “basic” to “standout”. Use design elements to beautify your marketing materials, your website and for graphics you share on social media.

With a few simple and cost-effective tools, you can ensure that your nonprofit will have the best year ever in 2017. Use a few smart strategies to stretch your time and software investments and enable your staff to really succeed in a polished and professional market. You do great work–use helpers to work smarter, not harder.

 


 

At Insightly, we offer a CRM used by small and mid-sized businesses from a variety of verticals. Learn about all of Insightly’s features and plans on our pricing page or sign up for a free trial.

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Twitter Chat: Sales Tools to Help Grow Your Business

Join us on March 15th for a live Twitter Chat with Melinda Emerson–known to thousands as the SmallBizLady– and sales expert, Dianna Geairn, creator of The Irreverent Sales Girl.

This dynamic pair of business experts will lead a discussion on how you can use all of the great sales functionality built into your CRM to help you get a handle on how to create sales processes that are highly effective and repeatable. #LoveYourCRM. Save the event to your calendar!

 


At Insightly, we offer a CRM used by small and mid-sized businesses from a variety of verticals. Learn about all of Insightly’s features and plans on our pricing page or sign up for a free trial.

Share love, share Insightly: Refer Insightly, Receive a Reward.

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Business Tools We Love (And Recommend)

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Every business needs a little help to run smoothly and efficiently. And while Insightly’s CRM is one of the best tools to help you keep track of everything, there are several others that come in handy. Many of the tools in this list integrate with Insightly, to save you time and effort.

QuickBooks

Accounting can be a nightmare, and if you’re a small business, chances are you don’t have an accountant on staff to help. QuickBooks helps you manage income and expenses to make tax time easier. If you’re not already using another platform to handle your expense billing and sales invoicing, you can use QuickBooks to handle that, too. Not only does it integrate with our CRM, it also works with TurboTax to help at the end of the year when it’s time to send out W-2s and 1099s to employees and contractors.

Dropbox

Cloud storage provides a backup copy of important files, but also makes files accessible from anywhere there’s an internet connection. Dropbox offers both free and paid accounts. You can choose the one that best fits your business and upgrade accordingly as your business grows. Plus, integration with Insightly allows you to link files in Dropbox to contacts, organizations, opportunities, and projects to simplify your workflow.

DocuSign

Whether you need clients to sign contracts, or just want to simplify the employee onboarding process, DocuSign provides a quick, easy, and secure platform to handle all of this digitally. No need to waste time emailing, faxing, or mailing back signed copies. Send documents to clients in seconds and get electronically signed copies back in no time from desktops or mobile devices. Once documents are prepared, you can create workflows that work best for your business to help you automate as much of the process as possible.

Zapier

Zapier is an automation tool that cuts down on repetitive, tedious, time-sucking tasks. While it will take some time to set up your zaps, or actions, it’s a set and forget situation. Zapier works with more than 600 apps, including Insightly, and can do a number of things such as:

  • Create Insightly contacts from Google Contacts, MailChimp subscribers, Gmail emails, and more.
  • Capture form submissions and send them directly to Insightly as contacts
  • Send Insightly tasks to other project management platforms like Trello, Todoist, and Asana
  • Help you manage social media
  • Help you manage your mailing lists

With Zapier, it’s also possible to delay workflows, so you can automatically send follow-up emails to new contacts, or get tasks notifications on due dates. It’s also possible to schedule your automated task creation so you don’t have to worry about making time to do certain chores on a daily, weekly, or monthly basis.

Microsoft Power BI

Reporting is a necessary part of business, but it can be painstaking to spend hours putting the reports together. With Microsoft Power BI, you can expand on the existing reporting tools in Insightly without having to manually transfer or copy and paste data from Insightly to Microsoft. The free reporting tool allows you to analyze and visualize data from your CRM to make it easy to generate reports. Once the reports are generated, they can easily be shared with anyone else in your organization. Records you see in Insightly are also visible in Power BI, so you can create any number of reports to help keep you on track to reach your business goals.

UserTesting

Understanding the user experience is critical for anyone in eCommerce or online marketing. With UserTesting, you have everything you need to find out what your website users are doing and thinking when they visit your website. This platform allows you to see videos of actual users giving you feedback as they use your website, mobile app, or even a prototype of a new web-based product/service. Investing in user experience testing can help you validate decisions at any point through design and development, allow you to influence stakeholders to justify user experience improvements, and develop more effective, targeted products.

A business is only as strong as the team behind it, and when a team is running themselves ragged focusing on minute details of operation, they can’t focus on the big picture. Invest in these tools to streamline everything, and use that extra time to focus on other key areas like product development and customer service.

 


 

At Insightly, we offer a CRM used by small and mid-sized businesses from a variety of verticals. Learn about all of Insightly’s features and plans on our pricing page or sign up for a free trial.

Share love, share Insightly: Refer Insightly, Receive a Reward.

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6 Great Tools to Track Customer Engagement

 

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Customer engagement is always a top marketing goal, but not all customer engagement is created equally. There’s a difference between reading a blog post, and taking the time to comment on it or share it on social media. Fortunately, there are a number of tools available to help you track customer engagement, getting a better sense for the overall picture and active engagement, too.

  1. Google Analytics

Google Analytics gives you a wealth of information, including what pages people are spending time on, and how long they’re staying on the content. The longer someone spends on your page, the better, right? You can also use Google Analytics to track the number of downloads on a file, so you can see who’s taking action.

But, because there’s a difference between someone just leaving your page open in their browser (passive engagement) and active reading through the content, you’ll want to turn to other tools to help you compare the active and passive engagement.

  1. Heatmaps

Heatmaps allow you see where users are spending most of their time on a page. Not only can this help you see where the activity is, it can also help you in web usability testing. Some heatmap tools are more advanced than others – Ptengine offers a free basic solution with built-in analytics, whereas Clicktale, for instance, is a premium solution with additional features such as scroll reach, link analytics, and even session replays that allow you to see exactly what users do while browsing your site.

  1. Your CRM

Your CRM keeps track of all customer interactions, so you can easily see who your most active and engaged customers are. At the same time, you can see who your least engaged and least active customers are. This allows you to dig deep into issues on a customer-by-customer basis so you can thank them for their loyalty, or reach out to find out why they’ve stopped doing business with you. You can use the information to adjust marketing campaigns for each segment accordingly.

  1. Your Blog’s Comment Section

It’s a basic measure of customer engagement, but looking at the comment section of your blog posts can help you get an idea of what’s resonating with your readers. The posts that have more comments are getting more engagement, but see if you can identify patterns. Are the posts on a certain topic getting more engagement? Is the day of the week or the time of the post that seems to effect engagement? Test various scenarios to see what you can do to increase blog commenting as a measure of engagement.

And if people are taking time to comment on your blog posts, be kind enough to reply, even if it’s just to acknowledge the comment. This lets your visitors know you pay attention, and you care, which can also encourage other readers who’ve remained silent to start commenting. If people don’t think you’re listening, what motivation do they have to speak?

  1. Social Analytics

Each social media network has its own analytics platform, which allows you to see how well you’re performing in terms of comments, likes, shares, and more. Social visibility will affect your engagement rates – if people aren’t seeing your posts, they’re not going to engage. But, engagement affects visibility, at least where Facebook is concerned, so it’s a bit of a catch-22. Vary your post types and timing. Post multiple times per day. Avoid being self-promotional all the time by following the 80/20 rule.

  1. Email Marketing

Your email marketing platform will have built-in analytics to help you see who’s opening your emails, who is clicking through the links in the emails, who’s deleting the emails, and who is unsubscribing. Opens are an indication of engagement, and clickthroughs are better.

Like with the blog and social posts, watch for patterns in topics, subject lines, date and time the message was sent, to see what works well with your audience to get the highest levels of engagement.

The tools you use to track customer engagement may vary from day to day, as each source provides a bit of insight into the bigger picture. Engagement may peak around a certain marketing campaign or season, depending on your industry, and with the data from various tracking tools, you’ll be able to make adjustments to your strategy to increase the quality and quantity of engagement.

 


 

At Insightly, we offer a CRM used by small and mid-sized businesses from a variety of verticals. Learn about Insightly’s features and plans on our pricing page or sign up for a free trial.

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