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List of Donor Wealth and Lead Tracking Software

Whole Whale

Lead tracking software is common in the business-to-business (B2B) world where sales teams need to know the when/where/who of companies checking out their online resources. Company-level Lead Tracking These tools leverage the IP, cookies and network information of visitors to your website to show a top-level view of company activity.

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A Beginner’s Guide to Tracking In-Kind Donations for Nonprofits

Neon CRM

However, with the right tools and strategies for tracking in-kind donations for nonprofits, your organization can benefit from them while avoiding potential pitfalls. It should include donation criteria, restrictions on what you accept, contact parties to handle the donation, and your organization’s policies for valuing the item.

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Choosing a Marketing Automation Application for Your Nonprofit: 5 Steps to Success

Nonprofit Tech for Good

Data capabilities: Learn what metrics the tool can track, along with reporting functionality. Chances are something will cost more than you think, whether it’s the number of contacts in your database, SMS charges, or customer support. If you’re close enough, ask that friend for a quick demo or walkthrough. Ask for details.

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Nonprofit Volunteer Management: Three Tips to Increase and Maintain Engagement

Nonprofit Tech for Good

Some nonprofits may only require basic contact and background information, while others may require extensive background checks due to sensitive work. Once you’ve applied the six considerations to your nonprofit, you’re ready to demo software options. Nonprofits can easily track total hours and days worked by program or volunteer.

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10 reasons Nimble AMS clients love Person Accounts

Nimble AMS

The difference between Contacts/Accounts and Person Accounts data models. The Salesforce Contacts/Accounts data model aligns with the way most companies work – where activity is related to organizations, not individuals. the Contacts/Accounts model is not an ideal choice for associations. It facilitates more unified reporting.

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Product Update: Donors Update Payment Details Through New Member Portal

CauseVox

Our new Member Portal is a self-service portal for recurring donors to track and mange their monthly gifts and pledges. To learn more about switching to CauseVox, check out our pre-recorded demo or book a live 1-1 demo. Contact us at support@causevox.com.

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Product Update: Advantages Of The CauseVox Tribute Dedication

CauseVox

Tribute Dedication details, including tribute type and honoree name, will be tracked in your donation data and included in the automated donation receipt. To learn more about switching to CauseVox, check out our pre-recorded demo or book a live 1-1 demo. Contact us at support@causevox.com.

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