The Virtuous Difference
- 40% of routine tasks are now automated
- 30% less time spent on reporting and analysis
- Overall increase in monthly donor retention
Top Challenges Atlas Free Needed to Address:
- Finding a nonprofit CRM partner capable of supporting rapid organizational growth and enhancing automation
- Achieving a more holistic understanding of donors while also gaining control over back-end giving processes
- Implementing advanced reporting capabilities to improve decision-making
The Need for Software that Actively Supports Growth Initiatives
As a fast-growing nonprofit, Atlas Free recognized the need for technology that could better help it scale and achieve its goals. Relying heavily on manual processes and external tools, the team sought a platform with robust automation features to maximize its resources.
Atlas Free’s legacy software provided limited insight into donor behavior and prevented its large recurring donors from making account changes. These inefficiencies made it more difficult for the team to engage donors in meaningful ways. They required them to spend a significant amount of time assisting donors individually with account adjustments.
Additionally, Atlas Free’s legacy technology lacked advanced reporting capabilities, which forced the team to manually export data and spend hours analyzing it in Tableau. To align teams across departments and make more informed decisions, Atlas Free needed a fundraising system that could generate accurate, in-depth reports without the extra work.
A CRM Growth Partner Powering Meaningful Donor Connections
Virtuous equipped Atlas Free with all of the essential tools necessary for growth. By replacing manual tasks with Virtuous’ powerful automation workflows, the team is able to customize communication to different audience segments and strive for the 80/20 rule—automating 80% of routine activities while focusing 20% on work that makes a real impact.
In particular, Virtuous provides Atlas Free with a 360-degree view of its donor base, offering detailed insights into giving history, past touchpoints, preferences, gift asks, and more. This holistic perspective allows the team to build deeper relationships with donors through marketing segmentation and more personalized outreach. Plus, with moves management, Atlas Free can strategically track and cultivate major donor relationships, guiding them toward making significant contributions.
“By allowing for automation and segmentation with our Virtuous marketing communication, we have built trust with our donors, and it’s allowed us to really provide a picture of the impact that they’re making in a personalized way.”
—Jackie Ellwood, Donor Relations Manager at Atlas Free
Through an integration with Classy, Virtuous also strengthens Atlas Free’s communication with its robust peer-to-peer (P2P) community. The team now benefits from a dedicated platform for P2P fundraisers, along with valuable insights into their interactions. With all of this data flowing into Virtuous, Atlas Free can better support its P2P donors, as well as communicate with them in more strategic ways.
“We’re able to see how someone has interacted with us within the peer-to-peer community. Did they give as a third-party donor to someone in our network? That’s going to shift how we communicate with them and how we target them for further engagement. That has been a critical tool for us as we’ve gone into Virtuous.”
—Jackie Ellwood, Donor Relations Manager at Atlas Free
Back-End Capabilities That Empower Both Teams and Donors
While Atlas Free’s legacy platform complicated account management for its recurring donors, The Classy integration with Virtuous empowers those 500 donors to gain control over their giving and adjust their preferences as needed. A more streamlined back-end experience not only eliminates the need for team members to provide one-on-one support but has led to a noticeable increase in monthly donor retention.
“We have been able to see increased retention of our monthly donor community and also reduced the time our team has to manage those conversations, putting the control back in the donor’s hands, and that has allowed us to do more in other areas that we just couldn’t do before.”
— Jackie Ellwood, Donor Relations Manager at Atlas Free
Alongside improving donor management, Virtuous’ advanced reporting tools have reduced the team’s time spent on reporting and analysis by at least 30%. Instead of wrestling with manual data exports and imports into Tableau, the team now benefits from seamless data integration. This gives them access to accurate donor trends and engagement patterns to make quick, informed decisions.
Furthermore, Virtuous’ responsive insights dashboard enables Atlas Free’s leadership team to make the data-driven decisions necessary to move forward and grow as an organization. It also allows various teams to speak the same language, builds trust and collaboration across departments, and ensures everyone has frictionless access to the insights they need.
“We’re able to now come together better than ever and really forecast where we’re headed as a unified team because of the data we’ve been able to pull from Virtuous.”
—Jackie Ellwood, Donor Relations Manager at Atlas Free
