Nonprofit CRM – 5 Signs Its Time to Upgrade from Spreadsheets
Summary
Spreadsheet applications like Microsoft Excel, Google Sheets and Apple Numbers are effective for organizing chaotic data sets, calculating formulas, and creating visual reports. As employees, volunteers, directors and other stakeholders join or leave your organization, providing or withdrawing their CRM access takes but a few mouse clicks. Users may download a local copy of a spreadsheet to their desktop, update a few or many cells, and then forget to save the file back to the cloud. For data like forecast donations or fundraising campaign results, a CRM for nonprofits adds important context and polish. As charities and associations grow, so do the ways they interact with sponsors, volunteers, community partners, educational institutions, and government entities.
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