Let's face it—building a system that actively enables and supports fundraisers is a challenge to build from the ground up. It's difficult to know where to start, and it's just as tough to figure out exactly what your team needs to be successful. And, not to mention, building something within your CRM could become obsolete if you decide to embark on a CRM transition. So, what's a fundraising leader to do?
To put fundraisers on a path to success, you'll need to start with a solid foundation. Proactive planning allows you to scale what is successful and adjust what doesn't work without sacrificing productivity to catch up. So, as promised, we came up with 3 "C's" to help you structure your foundation:
Create a Process
It may seem easy to jump in and get started. But, the best enablement campaigns start with thoughtful and intentional planning. During the planning process, you'll need to identify essential objectives and outcomes for your campaign. To do this, step back and bring in other team members to ensure there's alignment. These different perspectives will help you gain a broader understanding of the problems that need to be solved. And while planning may seem like a time-consuming step, taking the time now will only save you from taking more time in the future to address issues you pass over initially.
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Choose the right technology for your team
We are in a digital age, no matter how you look at it. However, making a big software purchase can be overwhelming in today's volatile economic climate. To begin assessing what would benefit you most, take the time to understand the different software categories and consider what will best fit your organization's needs. Make sure to check if it integrates directly with your CRM and how much work will be needed to get the tool up and running. Once you have a good grasp of options and platforms, talk to the people using the software: your fundraisers! Consider their experience and ensure that whatever tool you're looking at is valuable through the eyes of your reps. If they don't find it beneficial, they won't use it. You risk losing time and money investing in the wrong tools that allow your fundraisers to do the best work of their lives.
Speaking of which...
Consider the Return on Investment (ROI)
If you're ready to buy software, then that means it's time to build a business case for that purchase. And while it may seem like an obvious choice for your team, your board or finance team will likely need some convincing. Sometimes the business case may seem more complex or involved, but several strategic and tactical steps to take can make this process simpler and more efficient. For example, define what success will look like and develop both leading and lagging indicators to prove the ROI of your purchase.
There's a lot of value in really understanding what your board or CFO wants to see. So, understand your internal process and learn what it's going to take to get that budget. But, again, it all goes back to the problem you are trying to solve and making sure you bring in the data to support your case and your expected outcomes.
Sure, enabling your fundraisers can be daunting…if you let it. But, by following these tips and tricks, you’ll likely find value and added opportunities in your efforts. To learn more about how Gravyty can enable your fundraisers risk-free, talk to a Gravyty specialist today: