postheadericon Why use CRM for nonprofits when there is more habitual Excel, Outlook, Google Docs, and others?

Someone goes on the way of evolution of “Notebook-Excel-CRM“. Someone doesn’t go further in the first or second stage. We won’t argue who is right. Especially when it comes to nonprofits. However, there is the need for CRM for nonprofits as the circle of tasks solved by such organizations make more complex and wide.
At the most optimistic deal, the secretary will put the business on a table of the head notearlier than in 15 minutes. In practice, it isn’t less than half an hour. To go down to the human resources department, to find the necessary folder, to have a quick word with the personnel officer, … to return back.
You may think you don’t need CRM because you have Excel, Outlook, Google Docs, and other programs. It is simple, checked by time, employees know how to work with them, and, above all isn’t expensive. However, you do really need it to:
find data on the party or “to lift” the project and to look at terms of the transaction.
to make and agree on the form of the cooperation with other nonprofits, the donate report, or to construct the schedule of a project execution.
to be able to make project transparent to sponsors while they rustle with pieces of paper and click a mouse in search of communication history. Especially long, when called begins a conversation with a subject which was discussed half a year ago.
Daily you click different folders, you open one file behind another. You collect on a desktop a puzzle from Word, Excel, Outlook and so forth.
Why CRM is convenient?
All working tools are assembled in one program. It isn’t necessary to open heap applications to see mail, the employee’s card, history of communication with the sponsor, the schedule of projects and so forth. Everything is stored in one place. To open any data it is enough to click the necessary section.
In CRM it is possible to receive quickly required data at any time:
the number of the new, hot or missed sponsors
tasks of employees for day/week

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