Today’s guest blog post is written by Kevin Patterson, Senior Account Executive, PatronManager.
Let’s face it, your organization can always be doing a better job of cultivating donors — right? As a former executive director, one of the most difficult parts of my job was to manage the relationships between patrons and my organization. Before CRM solutions we had donor cultivation software, but it only showed you one-third of your relationship, ticketing and marketing were left out. I had spreadsheets (“Thank God for Spreadsheets!”) that helped me try and keep all of this information straight. Still, it wasn’t enough, and inevitably relationships slipped through the cracks and opportunities were lost.
Fortunately, CRM solutions have saved us from ourselves when it comes to effective donor cultivation and management. We can now capture all of the data and relationship points needed to really know our patrons. Still, we need good processes to effectively manage patron relationships. For years the process of patron cultivation consisted of a series of Moves or Steps that an organization took to advance a patron from prospect to donor; a process known in industry lingo as Moves Management.
A traditional Moves Management approach advances the patron along a series of stages:Read the Article