Posted by: Bruce Maylon
In today’s blog post, we’ll take a closer look at how your nonprofit can use document management in Raiser’s Edge and how your nonprofit can use it to move projects forward. It’s an application that can truly go beyond
Raiser’s Edge is a very versatile tool that helps nonprofit organizations. Information is collected and maintained about current and potential clients. Members of your team will then use that data to make connections.
One of the reasons that your nonprofit should be using Raiser’s Edge for document management is that the software itself builds databases of current and potential clients to make outreach projects easier. Because the information within Raiser’s Edge is so important to the success of your fundraising campaigns, it encourages good data hygiene and good data quality.
Everyone in your organization has a role to play in how the CRM is used. Raiser’s Edge thrives on the three components: Systems, Processes, and People. We’ll take a deeper look at how each component changes your ways of using Raiser’s Edge.
In Raiser’s Edge, the CRM itself manages data in ways that are convenient to use and accurate. The technology will identify potential errors. Your team will be asked to update and verify information accordingly. Organized systems in Raiser’s Edge help eliminate human data entry errors.
All members of the organization should understand Raiser’s Edge. They should also give feedback on best practices. Both employees and the CRM will identify errors in process. It’s important to work together to fix them.
People are the most important part of the process. The people set up, observe, report, and implement changes based upon their interactions with Raiser’s Edge. The CRM and the processes used are pointless without the human factor. The people who work for the nonprofit and who benefit from the organization’s good works are the key to successfully using Raiser’s Edge.
While we’ve taken a look at the key concepts of starting to use Raiser’s Edge, the team here at MaxxVault is ready to design a custom solution to your nonprofit organization’s document management needs. Contact us today!