The savvy development leader’s guide to building constituent relationships

Earn donors and volunteers for life with customer relationship management (CRM) capabilities. Take contextual information into every conversation and enable personalized interactions through a 360-degree view of donor and volunteer engagements. This guide is packed with advice for engaging and managing your relationships with your donors and volunteers.

• Identify the right constituents—including pinpointing who is on the decision-making committee.

• Capture constituents’ attention.

• Use insights and predictive intelligence from AI and machine learning to pinpoint when constituents will be most receptive to engagement.

Motivate your team for smarter interactions.

View: The savvy development leader’s guide to building constituent relationships