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How to Break Down Data Silos with Virtuous CRM

It’s important for nonprofit organizations to evolve past the traditional one-size-fits-all fundraising model. Responsive fundraising is how nonprofits can effectively engage donors and drive sustainable growth, and it centers around modern technology, data intelligence, and donor-centric giving experiences. The biggest roadblock in responsive fundraising is knowing how to break down data silos. 

However, these data silos make it difficult to get a holistic view of their supporters. During the Responsive Nonprofit Summit, the team from Virtuous shared how the platform can break down these data silos and help nonprofits unleash a new threshold of fundraising potential.

Here is what you missed: 

Responsive Fundraising and Campaign Execution

Virtuous was built on the foundational learnings of responsive fundraising, focusing on donor timing and personalized multichannel engagement. Campaign execution becomes streamlined with dynamic campaigns, multi-channel outreach capabilities, and real-time tracking of results. The system’s agility allows for quick adjustments, helping campaigns stay relevant and effective.

“Silos can make it really difficult to understand and be responsive to your donor’s behavior. It’s hard to have a holistic view of your donors when information is scattered, especially if it’s scattered in disparate systems,” Ashley Keene, Solutions Engineer at Virtuous, explained during the session. 

Our robust data import tools use strong matching criteria to ensure clean and accurate data is brought into the system. This helps prevent issues like duplicate records that can plague many CRMs.

Virtuous also provides powerful reporting and CRM analytics capabilities, including customizable dashboards, standard reports, and a built-in business intelligence tool. This allows teams across the organization to access the data they need to make informed, data-driven decisions.

Integrating Donor Management and Personalization to Break Down Data Silos

A key benefit of the Virtuous platform is its ability to provide a comprehensive, 360-degree view of each donor. The platform integrates donor data, marketing tools, and automation workflows to enable highly personalized engagement.

Email Marketing and Automation Workflows

One of Virtuous’ standout features is its powerful email marketing capabilities. Users can create personalized email campaigns, segment audiences based on various criteria, and track engagement metrics to optimize outreach strategies. Automation workflows further enhance efficiency by automating tasks, updating tags, and scheduling follow-ups based on donor behavior and preferences.

Segmentation and Persona Data

Donor segmentation is key to targeted and effective communication. Virtuous allows organizations to segment donors based on factors like lifetime giving, annual contributions, mailing preferences, and program interests. This segmentation enables personalized messaging and tailored campaigns, improving donor satisfaction and retention.

“The really nice thing about segmentation can be run right inside of Virtuous. I don’t have to just dump everybody out into Excel and then slice and dice from there to try to put people in the right category. I can simply define query criteria, attach it to the segment. Virtuous segments out my donors for me based on that query criteria, and ensures that each person only lands in one of those groups,” Ashley shared. 

Wealth Data Integration and Gift Ask Pipeline Management

Virtuous’ direct wealth data integration with platforms like DonorSearch provides valuable insights for prospect research and major gift cultivation. The Gift Ask Pipeline feature offers a visual, drag-and-drop interface to manage fundraising efforts, set goals, forecast outcomes, and track the progress of gift solicitations through customized stages.

Virtuous stands out as a comprehensive solution for nonprofits looking to elevate their fundraising efforts and donor relationships. With its robust features for donor engagement, email marketing, automation workflows, segmentation, wealth data integration, and gift ask pipeline management, Virtuous empowers organizations to drive impact, cultivate lasting donor connections, and achieve fundraising success.

If you’re interested in exploring more sessions from The Responsive Nonprofit Summit, you can watch the full replay here

What you should do now

Below are three ways we can help you begin your journey to building more personalized fundraising with responsive technology.

See the Virtuous platform in action.  Schedule a call with our team for personalized answers and expert advice on transforming your nonprofit with donor management software.

Download our free Responsive Maturity Model and learn the 5 steps to more personalized donor experiences.

If you know another nonprofit pro who’d enjoy reading this page, share it with them via Email, Linkedin, Twitter, or Facebook.

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Grow generosity with Virtuous

Virtuous is the responsive fundraising software platform proven to help nonprofit organizations increase generosity by serving all donors personally, no matter their gift size.

“Virtuous truly understands nonprofits and the importance of our mission. And their open access to data and built-in custom reports gave us access to the data we need.”
Todd Shinabarger
Chief Information Officer