![]() As your constituent lists grow, there is a tipping point where a CRM system is needed to manage all of the data you track (or want to track) about those constituents (contact information, emails, demographics, phone calls, etc.). Every organization has relationships with many constituents. While HubSpot may not be the right fit for all nonprofit organizations, it is important to invest in constituent relationship management software (also known as a CRM). We then transitioned from Salesforce to HubSpot because Salesforce was “too much” software for our business requirements. We quickly grew out of Excel spreadsheets and implemented Salesforce. For CRM, we started with Excel spreadsheets (very inefficient and not a good plan). For marketing, we’ve used WordPress for our blog and website, MailChimp for email marketing (free for up to 2,000 email addresses), and Hootsuite, Buffer, and TweetDeck for social media management, monitoring, and publishing. Hubspot isn’t our first marketing software or CRM system. This includes interactions with prospects, clients, partners, vendors, and all other business contacts. We use HubSpot to track interactions with our contacts. Marketing and sales analytics and reporting.Content management system (CMS), blog platform, website.Visit HubSpot’s website What we use it for: We hope that you take the lessons we’ve learned and the best practices we use to get more from your software tools. As a result, this post shares ten software tools we use at Sidekick Solutions, some background on each one, and how your nonprofit organization may benefit from using them. We support four different nonprofit database software systems, Blackbaud eTapestry for donor management, fundraising, and nonprofit CRM software and Social Solutions Apricot software for case management, program management, and outcomes management.īecause we are nonprofit management software consultants, we are often asked about the software tools we use and why we use them. We are nonprofit management software consultants. This post is a little bit outside of the normal topics on our Nonprofit Blog, but it may be intriguing to those wondering what software tools we use at Sidekick Solutions. ![]()
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