Today’s digital landscape has greatly changed how we interact with and access information. From leisurely scrolling to conducting research and reviewing documents for work, it’s easy to become overloaded with information in these fast-paced times. For growing businesses and organizations especially, there is an increasing need to find ways to conduct operations efficiently. Your team …
Is it taking you a long time to find donor information and therefore missing opportunities? Do you want to streamline the management of your contacts, and track donations easily? If yes, then you need a CRM – a Customer Relationship Management software. What Exactly Is a CRM? A CRM or Customer Relationship Management is a …
If you are a start-up business or an existing organization/institution, you may have thought of investing in a Customer Relationship Management Tool to build up your contact database or simply organize your data for inventory management and communication with your customers or donors. With hundreds of recommendations found online, what could be the best option …
Living in a digital era can both be advantageous and stressful at the same time. Having everything you need such as your personal or company data saved online is an advantage when it comes to accessibility — but do you know how safe they are in the cloud? According to research, there have already been …
Did you know that you can set the visibility of specific contacts for each user? Not all users in your organization need access to all donor information. Setting visibility for each user allows you to restrict access and secure information. How? Method 1: Adding New Contact In contact view, simply select the users …
