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Saving Time (and Raising More!) With Workflows

Ronnie Gomez

Nonprofit work is meaningful, fulfilling and so, so worthwhile – but it can also be pretty exhausting. There’s just so much to do and not enough time in the day to do it all.

Between updating donor information, writing follow-ups and scouting for new prospects, it’s not hard for even the most dedicated staffer to lose sight of the long-term vision in favor of what needs to be done today. So how do you fix it? Simple. You take some things off your staff’s plate.

We know, you’re probably thinking: “How is that simple? Who’s going to do it all?

And for that, we have another simple answer: workflows, built directly into your CRM.

What are workflows?

Workflows provide an easy way to automate time-consuming, manual tasks that can sometimes slip through the cracks. NeonCRM’s workflow feature uses if/then logic so you can create automated sequences of events, making data maintenance, donor engagement, and internal processes much more streamlined, leaving your staff free to dedicate more time to the big picture.

Workflows Save You Time…

Even the smallest automation can free up a lot of staff time. Think about it – if a member of your staff spends about 3 hours a week drafting and sending donation thank you emails and other follow-ups, that will eventually come out to over 150 hours a year.

Instead of spending all that time writing emails and letters, could automate the process with a Donor Engagement Workflow. It might look something like this:

A workflow like this can send out a series of three welcome emails over the course of two weeks. You can set up these emails any way that you’d like, and you can include personalization tokens so you can address new donors by name and thank them for their specific donation amount. And best of all, your staff member now has 150 hours to put to even better use.

That’s just one example of the countless ways you can use workflows to save valuable time. Time that could be spent meeting with potential donors, developing new campaign strategies and expanding your mission.

…And Money

Imagine how much more you could raise if you were able to dedicate equal amounts of time to your potential donors and your existing ones. Unfortunately, it’s probably just too time-consuming for your staff to handle alone. And depending on what goal you’re striving for, one group is going to suffer at the expense of another.

We built our automation to solve these nonprofit hurdles, and not to brag but we did a pretty great job. You can use our workflows to maintain highly personalized relations with your existing donors so you can get out there and focus on raising awareness. That way, no one falls through the cracks.

How does this help your bottom line? Well, 59% of donor survey respondents said they would give up to 10% more for a personalized experience with a nonprofit, and 8% said they’d give 50% more. It doesn’t take long for all that to add up.

Ensuring that your data is up-to-date and your communications are consistent are the easiest way to raise revenue toward your organization’s goals. Use automation to take the guesswork out of both processes, and you’ll be sure to see a difference,

So what are you waiting for?

Workflows have the power to automate all of your repeat tasks, so you can dedicate more time to sharing your story and growing your mission.

Sign Up for a Free Demo Today!

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