So, your fundraising platform isn’t perfect.
In interviews or sales conversations, we hear this often, in various levels of severity, as we talk to our clients about their fundraising software and back-end systems. Sometimes, this means that your CRM was “custom built” for your organization…10 years ago. Other times, it means that your third party platforms don’t speak the same language. Or maybe you’re running a new program on a crowdfunding platform with limited capability. Even clients with high-dollar solutions that look great on paper suffer the occasional headache.
We could brush off these challenges, or say that technology isn’t as important as your people, or reminisce about an era where in-person outreach was the norm. But platform problems are valid, and they can impact your ability to execute on fundraising and stewardship strategies. Further, the day-to-day hurdles that put barriers between your team, your data, and your constituents often translate into frustration for your hard-working staff, who may have to spend precious time on workarounds.