Who says that customer relationship management is just for businesses? For-profit businesses, we mean. After all, a CRM can be just as useful for a nonprofit organization—and if you run a nonprofit that isn’t using one, then you’re likely missing out on many opportunities.

CRM tools and technology are so popular with businesses because they allow you to streamline your processes and keep all important data in one spot. It’s part digital storage, part artificial intelligence, and a complete game-changer for busy individuals who are trying to be efficient. After all, when you have contact information, payment information, budgets, and calendars all on one platform, and a lot of your busywork becomes automated, you suddenly have the mental bandwidth, the energy, and the time to focus on the things that matter—like your organization’s mission.

In fact, we know so many nonprofit organizations that benefit from CRM tools that we’ve compiled four crucial steps to your success you can improve upon when you have a CRM helping you. It sounds great to say that a CRM will help you develop a budget or schedule a project, but unless you’re able to get specific about what that looks like, it’s difficult to understand the value of streamlining these tasks.

Here are the four ways you can use a good CRM tool to help your nonprofit maintain relationships:

1) Identify The Right Prospects

Getting in touch with people—and staying in touch with them—can be tough sometimes. When you’re a nonprofit seeking support, there’s always that one person within an organization who will be your go-to point of contact. This is the person that makes the decisions pertaining to your needs, whether it’s a financial donation or some other kind of contribution. The challenging thing is that the person who fills this role might always be changing, whether because they were promoted to another position within a company or because they left to work somewhere else. If your contact information is out of date, you might be reaching out to the wrong person—but if you maintain a relationship, then that point of contact can introduce you to the new person who will be stepping into their role.

Demonstrating your credibility when you connect to this person and receiving a warm referral instead of cold calling when possible, will make a big difference in establishing a strong relationship right from the very beginning.

2) Nurture Prospects And Build Relationships

On the subject of those relationships, it’s important that, once you’ve established them, you keep them strong. If the person you’re working with is like m