# CRMs: the heart of fundraising

- Link: https://fundraising.co.uk/2021/01/15/crms-the-heart-of-fundraising/
- Published: 2021-01-15T17:00:06+00:00
- Author: Howard Lake

**An effective CRM (customer relationship management) system is at the heart of 
all effective charity fundraising. Given our experiences of the past year the need
to choose and use one that best fits your need has never been more important.**

That is why we chose to focus on CRMs for the first month of this new year, and 
to focus on them for four whole weeks.

The ability to record, understand and interpret how donors and funders support your
organisation, what interests them, and how to combine your and their passions are
the key to all modern fundraising. The range of choice and functionality continues
to expand, and the rapid switch to digital of 2020 has driven that too.

## Advertisement

So here, in one place, is the content that we have produced or gathered to help 
you understand and explore the world of CRMs and some of the wider issues of using
individuals’ data to sustain and grow your organisation’s income.

Follow our special edition content both here and on our social channels, including
[Twitter](http://twitter.com/ukfundraising), [LinkedIn](https://www.linkedin.com/company/fundraising-uk-ltd)
and [Facebook](http://www.facebook.com/ukfundraising).

We are delighted that this month’s focus has been supported by **headline sponsor****
[Salesforce.org](http://www.salesforce.org).** We are including content about them
throughout the four weeks.

## WATCH: Interview with Lianne McGrory

 

## Charity CRMs

> CRMs: Concern Mental Health’s use of Nonprofit Cloud [https://t.co/3ROKAMh6tH](https://t.co/3ROKAMh6tH)
> [pic.twitter.com/NcMqxN0LVY](https://t.co/NcMqxN0LVY)
> — ukfundraising (@ukfundraising) [January 15, 2021](https://twitter.com/ukfundraising/status/1350009213213237250?ref_src=twsrc%5Etfw)

> CRMs: where to go to for free advice and support [https://t.co/J0cXCZGel7](https://t.co/J0cXCZGel7)
> [pic.twitter.com/v5L8vTA2on](https://t.co/v5L8vTA2on)
> — ukfundraising (@ukfundraising) [January 15, 2021](https://twitter.com/ukfundraising/status/1349879484309139459?ref_src=twsrc%5Etfw)

> CRMs and the costs of making mistakes in data [https://t.co/3B7wuqsTi2](https://t.co/3B7wuqsTi2)
> [pic.twitter.com/iwkYgGNlls](https://t.co/iwkYgGNlls)
> — ukfundraising (@ukfundraising) [January 15, 2021](https://twitter.com/ukfundraising/status/1349869921975455746?ref_src=twsrc%5Etfw)

> AI & machine learning in CRM systems – opportunities & benefits for charities 
> [https://t.co/10gWVJicph](https://t.co/10gWVJicph) [pic.twitter.com/z7yYxKiFfL](https://t.co/z7yYxKiFfL)
> — WSISFU Organization (@wsisfuorg) [January 13, 2021](https://twitter.com/wsisfuorg/status/1349426998662238208?ref_src=twsrc%5Etfw)

> Get started with CRM with this beginners guide from [@ukfundraising](https://twitter.com/ukfundraising?ref_src=twsrc%5Etfw)
> [https://t.co/kA8j4QmnM7](https://t.co/kA8j4QmnM7)
> — CharityComms (@CharityComms) [January 8, 2021](https://twitter.com/CharityComms/status/1347551390281969664?ref_src=twsrc%5Etfw)

> Oxfam’s Nicola Tallett on Salesforce’s Nonprofit Cloud [https://t.co/ookrOYHQgC](https://t.co/ookrOYHQgC)
> [pic.twitter.com/dowXklbMNo](https://t.co/dowXklbMNo)
> — ukfundraising (@ukfundraising) [January 7, 2021](https://twitter.com/ukfundraising/status/1347229020039966720?ref_src=twsrc%5Etfw)

> How to convince your boss to invest in a CRM [https://t.co/xWfRLYr09p](https://t.co/xWfRLYr09p)
> [pic.twitter.com/g5WEOZsAbE](https://t.co/g5WEOZsAbE)
> — ukfundraising (@ukfundraising) [January 6, 2021](https://twitter.com/ukfundraising/status/1346818063706984448?ref_src=twsrc%5Etfw)

> Why improved data management should be your 2021 New Year’s resolution: [https://t.co/Kt3dPi9E3K](https://t.co/Kt3dPi9E3K)
> [@blackbaudeurope](https://twitter.com/BlackbaudEurope?ref_src=twsrc%5Etfw) shares
> its advice.
> — ukfundraising (@ukfundraising) [January 15, 2021](https://twitter.com/ukfundraising/status/1350129713809920001?ref_src=twsrc%5Etfw)

> Recent developments in charity CRM systems [https://t.co/PBVoYx3eaj](https://t.co/PBVoYx3eaj)
> [pic.twitter.com/RvthV5JWm7](https://t.co/RvthV5JWm7)
> — ukfundraising (@ukfundraising) [January 20, 2021](https://twitter.com/ukfundraising/status/1351837636902572036?ref_src=twsrc%5Etfw)

> CRMs: 18 top tips on using a fundraising CRM [https://t.co/j3UL8trRkJ](https://t.co/j3UL8trRkJ)
> [pic.twitter.com/kHd19eNn9N](https://t.co/kHd19eNn9N)
> — ukfundraising (@ukfundraising) [January 18, 2021](https://twitter.com/ukfundraising/status/1351119658183766024?ref_src=twsrc%5Etfw)

> Statisticians for Society widens criteria to help more charities [https://t.co/eCScfKz7JX](https://t.co/eCScfKz7JX)
> [pic.twitter.com/e30XL3MFYc](https://t.co/e30XL3MFYc)
> — ukfundraising (@ukfundraising) [January 26, 2021](https://twitter.com/ukfundraising/status/1353859958526205952?ref_src=twsrc%5Etfw)

> What does a nonprofit CRM look like in 2021? [https://t.co/HL7ncMzGlw](https://t.co/HL7ncMzGlw)
> [pic.twitter.com/k7P3dDyhFn](https://t.co/k7P3dDyhFn)
> — ukfundraising (@ukfundraising) [January 27, 2021](https://twitter.com/ukfundraising/status/1354481306566942720?ref_src=twsrc%5Etfw)

> CRMs: Crucial Relationship Management [https://t.co/buqKIif9Pd](https://t.co/buqKIif9Pd)
> [pic.twitter.com/E3PGtDxiaC](https://t.co/E3PGtDxiaC)
> — ukfundraising (@ukfundraising) [January 27, 2021](https://twitter.com/ukfundraising/status/1354493006556975106?ref_src=twsrc%5Etfw)

> Why improved data management should be your 2021 New Year’s resolution | [@ukfundraising](https://twitter.com/ukfundraising?ref_src=twsrc%5Etfw)
> [#DataManagement](https://twitter.com/hashtag/DataManagement?src=hash&ref_src=twsrc%5Etfw)
> [https://t.co/lgqMERPa58](https://t.co/lgqMERPa58)
> — Jami Goodwin Medina (@HeyladyJami) [January 27, 2021](https://twitter.com/HeyladyJami/status/1354492366757875716?ref_src=twsrc%5Etfw)

> How to get the most out of your CRM system [https://t.co/ZGSTYYASYe](https://t.co/ZGSTYYASYe)
> [pic.twitter.com/u0wZL4XInA](https://t.co/u0wZL4XInA)
> — ukfundraising (@ukfundraising) [January 28, 2021](https://twitter.com/ukfundraising/status/1354786570876805123?ref_src=twsrc%5Etfw)

> How to give your charity CRM a spring clean [https://t.co/6lmqKIHGN4](https://t.co/6lmqKIHGN4)
> [pic.twitter.com/1mrgIzEqQz](https://t.co/1mrgIzEqQz)
> — ukfundraising (@ukfundraising) [January 26, 2021](https://twitter.com/ukfundraising/status/1354017501114322945?ref_src=twsrc%5Etfw)

 

> CRMs: books on fundraising CRMs and data [https://t.co/qYgUifEIDB](https://t.co/qYgUifEIDB)
> [pic.twitter.com/AOYE3YrPXv](https://t.co/AOYE3YrPXv)
> — ukfundraising (@ukfundraising) [February 1, 2021](https://twitter.com/ukfundraising/status/1356258769953456131?ref_src=twsrc%5Etfw)

> Tips on getting started with a new CRM project – with Heather Black & Julia Whitehead
> [https://t.co/l45RpJVsSH](https://t.co/l45RpJVsSH) [pic.twitter.com/4wX62VtWYp](https://t.co/4wX62VtWYp)
> — ukfundraising (@ukfundraising) [January 29, 2021](https://twitter.com/ukfundraising/status/1354943225560133643?ref_src=twsrc%5Etfw)

> Want to make sure your charity's fundraising and comms are up to date with GDPR?
> Book on [@HopeAndMay_](https://twitter.com/HopeAndMay_?ref_src=twsrc%5Etfw)'s 
> two-hour live course (an hour either side of lunch) on Thursday 4 February:[https://t.co/dc20IMENA1](https://t.co/dc20IMENA1)
> [pic.twitter.com/nR9IKjOesR](https://t.co/nR9IKjOesR)
> — ukfundraising (@ukfundraising) [January 29, 2021](https://twitter.com/ukfundraising/status/1355110266866950149?ref_src=twsrc%5Etfw)

   **Find other coverage of [charity CRMs](https://fundraising.co.uk/tag/crm/) 
on UK Fundraising.**

**And do explore our 2022 focus on [fundraising CRMs](https://fundraising.co.uk/2022/01/31/monthly-focus-fundraising-crms/).**
