Have you moved to a new CRM and everything is not as it should be?

Have you moved to a new CRM and everything is not as it should be?

As an Australian NFP, you’re likely well-aware of the need to manage your donors in a way that is cost-effective, and sustainable. A CRM system, but more so, the underlying strategy and cost-effective way of managing your assets, is often seen as the solution.

The success rate for a CRM migration is widely reported, and ranges from somewhere between 18% and 69%. Said otherwise, implementing CRM successfully is something between a fair bet and a strategic disaster. For better or for worse, over the last few years, a trend of perpetual CRM migration has emerged in the Australian NFP industry, with our numbers suggesting that at any time, up to 1 in 3 charities are planning or executing a CRM re-platform project.

Does this sound like you? Leave a comment below and let us know how you’re feeling about this!

With CRM vendor’s promoting promising results, this seems like a great idea. However, what is often neglected before, during, and after the migration is the integrity of your data. A CRM is only as good as the data that sits behind it and if your data is not in good shape (poor structure, duplication, incorrect contact details), it will result in your CRM not performing to it’s potential. This is not good news for the recipients of your marketing campaigns – your donors – and is the last thing you need in the current climate is to annoy and potentially lose donors.

The solution?

Marketsoft – the engine which powers LemonTree – has 34 years of experience helping both commercial and charity sectors ensure their data is of the highest quality before, during, and after CRM implementations.
There are three components we consider:

  • CRM Migration – ensuring the donor information that lands in your new CRM is cleansed and structured for success.
  • CRM Management – maintaining your view of donor as well as connecting it to the systems which drive donor value.
  • CRM Execution – adopting a mindset of continual improvement in the way that CRM is acted upon.

Marketsoft, sits at the cross-section of marketing, digital, and IT, having worked alongside the likes of American Express, 3M, Adobe, NSW Government, and many more over the last 3 decades. Marketsoft have taken these learnings and helped charities such as Jewish House, Dementia Australiaand Royal Hospital for Womensolve strategic and organisational challenges; allowing them to leverage and improve their donor data.

If you’d like to build value for both your donors and your cause, Hamish Martin, can help you learn more about Marketsofts CRM solutions! 

E: hamish.martin@marketsoft.com.au

Marketsoft is a proud member of:

Learn more www.marketsoft.com.au

Good News for Charity Mail

Good News for Charity Mail

FIA has worked collaboratively with Australia Post over many years, advocating for the needs of the charitable fundraising sector and have been successful in helping to achieve temporary rebates for qualified Charity Mail campaigns to support fundraising organisations. The rebates were provided to assist charities with their fundraising, lowering costs and encouraging them to undertake additional mailing activity to help supplement income from fundraising activities which have been impacted by COVID-19. 

Recognising the financial challenges charities are still facing, Australia Post will provide a postage rebate of 10% on any incremental Charity Mail activity undertaken from 1 April to 30 June 2022 compared to the same period in 2021. The 10% rebate applies to the incremental Charity Mail volume achieved from 1 April to 30 June 2022 compared to the same period in 2021, adjusted for:

any Charity Mail volume shortfall that occurs in the following quarter ie, 1 July to 30 September 2022 compared to 2021 and any applicable credit claims in those periods.

The rebate is only available where Charity Mail volumes have been lodged on the charity’s own charge account both last year and this year.

Charities wanting to be considered for this initiative need to apply by 31 May 2022 by sending an application to charitymailchanges@auspost.com.au  

On behalf of the entire sector, FIA appreciates the ongoing support of Australia Post.

Original source – https://fia.org.au/good-news-for-charity-mail/

Good news indeed and well done to FIA for their continued discussions with Australia Post.

It may be a small saving, however every 10% counts. Most fundraisers would experience when preparing forecasts and ROI calculations for direct mail, particularly for acquisition, the numbers and business case can be challenging, so these incremental cost savings are all important.

We are seeing that diversification of fundraising channels and activities is a common strategy across many charities, so again when comparing ROI across the channels and activities, every 10% counts to keep as many of these open as a viable opportunity.

Donor Relationship Stage 6: Endear Me – ft. Cassandra Bailey from OzHarvest

Donor Relationship Stage 6: Endear Me – ft. Cassandra Bailey from OzHarvest

Endear Me.

This is the rekindling stage. A time to focus on reminding your donors of why the relationship exists. What attracted you to each other in the first place and why you still belong together? Furthermore, it’s an opportunity to reflect on all you have accomplished together so far, through the impact that has been made from your relationship. How can you re-ignite the passion to continue your journey together?

For this stage of the donor relationship journey, we were joined by guest NFP speaker Cassandra Bailey; the resident Development Lead at OzHarvest.

 A bit about Cassandra:

15 years ago, Cassandra’s favourite philosopher, Peter Singer, changed her life. His work led her to a place where she wanted to help change the lives of others. Prior to that, Cassandra’s experience was in loyalty & memberships in the corporate world, working with the likes of Ticketek and hotels.com. Fast forward to now, with 10 years of experience in the not-for-profit industry under her belt, Cassandra would be described as a motivated, driven individual who is determined to improve the world we live in. She also has a love of process and automation and believes there is no limit to the technology we can implement to grow and diversify revenue streams and strengthen our relationships.

Cassandra is proud to have worked with World Animal Protection, Four Paws Australia, Sea Shepherd Australia, and now OzHarvest.

I grew in the fundraising sector with a strong supporter-centric focus, which has shaped a lot of how and why I approach my work now. One of my earlier mentors introduced me to a quote by Maya Angelou who was a wonderful poet and civil rights activist; “people will forget what you said, people will forget what you did, but people will never forget how you made them feel.” – and that is how I approach fundraising, by giving people an opportunity to feel good about what they are doing. I focus on how it makes the donor feel and the impact it creates for our beneficiaries. For me, it is all about creating lasting relationships and genuine connections. So, today’s topic of endear me really resonates with the way I work.  

I believe it is important to talk with your audience, not at your audience. Creating a 2-way conversation, means giving back and not just taking. Donor recognition and gratitude are a must-have, not a nice-to-have. Delight, delight, delight and endear all the way!

Several years ago now, I had a wonderful volunteer at one of my earlier orgs. A vibrant and dedicated soul who was pushing 80 years old. When I left that organisation, she chose to come along with me to my new org. This volunteer used to write birthday cards, call donors to say thank you, reconnect with lapsed supporters and generally be our resident “endearer” who made each and every supporter feel special, connected to cause, and strengthened the sense of community and belonging. Now we can’t all be lucky enough to have such a treasure like this, but we can all learn from her. Whether it is leveraging our technology to make supporter journeys personal and customised or sticking to grassroots tactics and picking up the phone at every chance we get. It is important to plan and make time for these moments. Even if it can’t be every day, but perhaps scheduled twice a year to share gratitude and impact and keep those relationships alive. Our funding is a by-product of the relationships we make, a necessary by-product yes, but without these relationships, the bottom line runs dry.

(You can view the full session show notes from the Endear Me stage here).

Regardless of the path you choose to take, your journey towards donor-centricity should be underpinned by 4 core principles:

(Ref. LemonTree – The Donor-centricity e-Book – Page 30).

Remember, trust and loyalty, are the building blocks of any long-lasting relationship.

If you’d like to hear more from the likes of Cassandra and your fundraising peers, we invite you to join the LemonTree Donor-centric Collective; a community built for fundraisers. The community attracts 1000+ fundraisers across Australia, ranging from small to large NFP’s and guess what…its completely FREE! Enjoy member-only access to community luncheons, webinars, our LinkedIn community group, the chance to speak on behalf of your cause, and most importantly be involved in the donor-centric movement!

How to Endear your Donors: Insights from the Commercial World for the LemonTree community

How to Endear your Donors: Insights from the Commercial World for the LemonTree community

Speaking at our last Donor Centricity Collective (DCC) event, Mark Jenkins, CEO of Resurg Group asked the audience a series of thought-provoking questions designed to help them endear more donors to their cause. LemonTree asked Mark to share those questions with you here to get you thinking about endearing your donors.

 

At Resurg, we’ve managed to turn the concept of endearing customers on its head. Instead of us trying to endear them, we have created an environment where our customers actually endear themselves to our business. We’ve achieved this through a relentless focus on the client relationship journey and addressing a few key questions through that lens:

  1. What combination of events will almost guarantee endearment?

You can’t expect immediate endearment. Nor should endearment be treated as a one hit wonder. However, if you can work to successfully engage your customers – or donors – across a series of interactions it will ultimately lead to endearment.

  1. What does ‘endear your customers / donors’ mean to you?

Endearment can mean different things to different people and different organisations. For Resurg, a truly ‘endeared’ customer:

  • Owns their relationship with us
  • Feels empowered in the relationship

We know that if we can put our customers in the driving seat of their engagement with us, then we simply facilitate their endearment to the product and to Resurg.

3: How can your customers / donors ‘own’ their relationship with you?

We have worked hard to make our product all about the customer. It wasn’t always like that. For a long time, it was all about the product. Whilst the product worked, our customers weren’t fully engaged with it. They were passive participants.

We wanted our customers to be active with our products. So we found a way to make the product far more about them and their needs. We introduced benchmarking.

The benchmarking function indicated what other customers were achieving with our product and how. The customers themselves were demonstrating the potential value of the product to each other. We weren’t involved. Our product simply showed the different benchmarks for different metrics. In doing so, we created a common connection between our customers, aligning them more closely with people just like them and putting them in control of their journey with us.

 How can you make your cause more about your donors? How can you incorporate them into your cause, so they feel a greater sense of ownership in the charity from the outset? 

4: How can you empower your clients / donors in their relationship with you?

We recognised that we were pushing a lot of information out to our customers. Sometimes this was well received; other times not. We realised that if we simply allowed our customer to set their own criteria for how and when we reached out to them and with what content, they would engage with it far more readily because they had requested the information. They were in the driving seat. They were empowered.

What sort of engagement criteria can you offer your donors that could help trigger their giving?

Reflect and refine:

Reflecting on our own journey, perhaps the greatest success we’ve had when it comes to customer endearment has been facilitating the connections between our customers. We invite them to become part of a network – a performance group – where they can openly communicate with and learn from their peers, as well as share their own insights and best practices. Together, they influence and shape each others attitudes, decisions and behaviours.

Again, Resurg is not involved in these group. But simply by creating a platform for connection and facilitating these relationships, we have built an ambassador network within our customer base. A tribe of people who endear each other to the Resurg products and business.

I encourage you to consider how you can leverage the power of the peer-to-peer donor network to help influence individual donor attitudes and behaviours. For example, how can you harness the power of LemonTree’s DCC community and the collaborative insights of its members?

Remember, endearment does not stem from a single occurrence. Create a journey for your donors where they own – and feel empowered in – their relationship with you, not the other way around. Focus on a combination of events and interactions, and you will be rewarded with their endearment.

As one of Australia’s finest business intelligence, performance management and analytics specialists, Resurg provides businesses with the tools for smarter decision-making by integrating their forecasting, data analysis and reporting into a single platform.