How to Build a Robust Donor Database Using Dynamics 365
1. Choose a Constituent Relationship Management (CRM) Program
2. Create Donor Profiles
On the second step, it is time to profiling your donor with all important variables that can build up to your key decision on the later stage. The necessary information you should have about each donor includes:
- • Name and contact information (Incl. Social Media Profile)
- • Frequency of donations
- • Average Donations
- • Communication preferences
- • Activity (Donor,
- • Payment methods
- • Length of relationship with Constituent
By learning more about your donors, you can start gathering basic pieces of information and help you plan with engaged events and fundraising. Try to learn more in depth about your constituents:
- • Their household income
- • Other nonprofit activity, such as where else they donate or volunteer
- • Their hobbies
- • How they found out about your organisation
- • Household information, such as who they live with and if they rent or own
- • Occupation information
- • Why they support your organisation
3. Standardise Data Entry
A proper set of data with decent uniformity creates a solid database and to keep everyone using the CRM system on the same page.
You might want to limit your data with certain rules such as:
- • What to do if information is missing
- • What abbreviations to use and what they mean
- • How to name or update the file after each edit or addition
Once you’ve set up your database, it’s essential to check it over frequently to make sure the records are still up to date. Learn more about data sync with ability of activity automation in the background to save up most of your resource time.
Better Donor Data Management
Better Data Entry
If the donor data you put into your CRM is messy, your results will be, too.
To make sure all relevant donor data appears in reports and is properly formatted for mail merges, you should establish rules for how data is manually entered and set standards for formatting. For processes that are unique to your organisation, you’ll need to formulate your own internal standards. Rules are required to be created as integral part of CRM business processes.
Below are important variables that your organisation need to agreed upon creating business processes in the CRM and putting it into standardised convention naming, as follow:
- • Names
- • Addresses (Especially states)
- • Donation Dates
- • Spouses and Households
- • Job titles (Dir, Dr, etc)
- • Phone numbers
- • SIC Code for industry type
Beyond formatting, you’ll want to capture the same information for all of the contacts in your database. Anyone entering data should always include as much information as possible. Entering this information consistently means that your reports will give you a more complete picture of your donors.
Annual Audits of Your Database
Next Steps to Improve Donor Data Management