Insights

Rethinking CRM As a Revenue Driver Instead of Cost Center

Too many nonprofits invest in technology that overpromises and under delivers. CRMs were meant to be the engine behind modern fundraising. Yet for many, they’ve become expensive digital filing cabinets. Often, the problem isn’t the tool—it’s the strategy.

Traditional CRM use is about data entry. Strategic CRM use is about insights and action.

Even well-run CRM systems can fall short if not aligned with evolving fundraising strategy. This piece offers actionable insights to help nonprofits shift CRM from an overhead cost to a revenue-driving asset through better alignment of people, process, and technology.

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Data Strategy for Nonprofits: Why Less is More

Nonprofits are often overwhelmed by the volume of data they collect, yet underwhelmed by the results it delivers. This piece explores how a “less is more” approach to data strategy can help nonprofits improve fundraising, streamline operations, and prepare for future AI adoption. The key? Focus on quality, governance, and strategic prioritization.

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AI for Nonprofits: Start with Strategy, Not Shiny Tools

It’s easy to get caught up in the marketing and glitz of AI agents, automation tools, and amazing advancements in generative technology. The buzz is everywhere, and the pressure is real.

The more we talk to nonprofits, the more we realize many focus too much energy on the wrong problem. Boards, vendors, supporters and some staff are urging for immediate AI adoption. When organizations ask technology partners for advice, they often get pitches about the features and functionality of shiny new tools instead of guidance on what matters most: solving real business challenges.

We get it—no nonprofit wants to be left behind. Despite uncertainty about the future and current trends, there’s always a real need to innovate and evolve to stay relevant with donors, constituents, and volunteers. Technology companies spend millions marketing the “art of the possible”, and it’s compelling. But what if we break down the buzz? What if we go back to the basics?

NEW!

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