![Procurios Logo](/ui/procurios-2019/img/header/logo.svg?v=2") }}){kind=logo}
How do you extract important data from your CRM?
You have thousands of relationships, but do you have an overview? If you feel that all your data forms a complex mess, keep reading. Because if you know how to smartly combine the data you already have, it becomes much easier to reach your target audiences. This way, you'll quickly discover which groups are most engaged or donate the most. And you can then respond to this with targeted actions such as mailings, social advertising, or even outdoor advertising. But where do you start? How do you gain insight into your own data?
How to get data from your CRM
Your organization probably has a lot of data that you can't properly access. There's no good overview, and this is due to incorrect or even missing software. You probably use different applications for different tasks, which means you're essentially keeping the same data in different places, but for different purposes. This results in a lack of a complete overview. As a charity, for example, you would want donations to be linked to your CRM, so you have that data readily available. With a search function in the CRM, you can distinguish and find donors based on all characteristics filled out on their contact card. Once you have found the right donors by searching and combining characteristics, you can create selections. These selections can be based on one or more characteristics. They can ultimately be used as, for example, a mailing list, such as a selection of all female donors over 50 in your database.
What I can do with dataa
From the data you now have insight into, you can start drawing conclusions. For example, do many donors come from a certain area? Do older or younger people give more, or only older people from a specific town? With this data, you can carry out more targeted fundraising activities. For instance, target Facebook ads in the town where the average donation is highest, or start outdoor advertising in that location.
There are countless data points you can respond to. And the funny thing is, you've had this data in-house for years! You only gained proper insight since acquiring the right software. So consider carefully:
What worked today may not work tomorrow!
Other interesting posts
2 June 2021
