Sales Hub Is An Undercover Donation-Driving Superstar For Your NPO

What Is It?

Why Does It Matter?

How Does Sales Hub Solve It?

NPOs should always look for opportunities to engage, attract and retain donors/supporters through personalized messages.

💡The reason is obvious and simple: your supporters love receiving personal messages. They're more likely to feel appreciated, and they're willing to spend more money with nonprofits that send them customized communications.

✔️Beyond making supporters feel good, personalized messages can also improve your bottom line by increasing donations, and fostering long-term relationships — all essential for running a successful org.

While the concept is simple, implementation can be a bit tricky. Not all audiences are the same and not all audiences can be reached through the same channels.

🧡An intelligent CRM provides endless ways for smart segmentation and personalized automated workflows, including sending business gifts based on donation amount/frequency.

Automating personalization leaves you hands-free to focus more time on other important tasks.

✔️Every nonprofit marketer or administrator knows sending personalized messaging isn't easy. It takes time and effort to set up an effective personalization strategy, and it takes even more time to maintain that strategy over time as your company grows and changes.

✔️Despite challenges, the benefits of personalization extend beyond feel-good messaging. Personalized content also increases website engagement, improves social media performance, and enhances brand awareness.

✔️Personalization helps nonprofits communicate with their audiences in a way that resonates with them on a deeper level. It allows you to tailor your message so that it speaks directly to your audience's interests or needs. This approach helps you avoid generic messaging that may be overlooked or ignored by your audience—or worse yet, perceived as spammy or impersonal.

✔️Aside from donors, personalization can be especially important in building a relationship with new stakeholders and volunteers or attracting event attendees - even if they’ve never had any prior interaction with you before.

Simple: automating personalization.

Here’s a real-world example:

You’ve set up a merch page on your site as one way to raise funds. 

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A donor visits your website and purchases a specific type of merch.

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In Sales Hub, you can set up workflows that are triggered based on the donor’s specific action: merch purchase. 

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The workflow will put your donor in a personalized email nurture cycle where they will receive an email with a video of your recipients benefitting from that specific purchase.

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The result is a happy donor who receives timely, personalized communications from your org with workflows and email templates that you’ve pre-set in HubSpot for this particular purpose.

💡How can Digital Reach help?

As HubSpot Diamond Solutions Partners, we're happy to show you some set-and-forget personalization automation workflows in Hubspot:

✔️7-Minute Read:

Automate Donor Engagement In Hubspot: The 5-Step Guide For NPOs (with links, step-by-step guides, live video recording & screenshots)

What Is It?

Why Does It Matter?

How Does Sales Hub Solve It?

NPOs rely on a variety of sources for funding, including donations, grants, fees for services, and more. As a result, having the ability to track revenue and forecast future income is crucial for nonprofits.

💡Without it, you can't understand how well your organization is doing financially, which in turn makes it difficult to forecast what to change, and how to improve.

✔️Revenue reporting provides the foundation for many other functions, including budgeting, fundraising, and evaluating program effectiveness. It's useful for donors to see how their contributions are being used. It can also help them decide whether or not they want to continue donating money to the organization.

🧡A CRM works behind the scenes collecting data from across all your revenue streams and analyzing critical information to determine what's working and what isn't. It will also empower your team to forecast where you'll be in the future based on current trends and changes in your organization.

✔️Revenue reporting and forecasting help nonprofits manage their budgets more effectively by providing visibility into which programs are helping them reach their goals, and which ones aren't working as well as expected.

✔️Revenue forecasting can also help nonprofits determine their capacity for growth — whether or not they have enough resources available to support new initiatives, or if they need additional funding before those initiatives can move forward successfully.

✔️Revenue forecasting is especially important for nonprofits because they rarely have the option to raise prices to cover costs. This makes it critical for them to manage their budgets carefully — but it also means they need accurate information about how much money they're bringing in so they can predict future revenue streams.

HubSpot Sales Hub helps nonprofits by giving them more control over their data, giving them more visibility into their sales efforts, and helping them forecast future revenues:

✔️Measure the ROI of your digital marketing campaigns. You can use HubSpot Sales Hub to track your lead generation and conversion rates across all of your online activities, including website visitors, social media followers, email subscribers, and more. You'll be able to see which marketing methods are working best for you so you can focus on those that deliver results.

✔️Track your revenue sources in one place. HubSpot Sales Hub lets you see how different channels contribute to your overall revenue stream so you can better allocate resources and budget accordingly.

✔️Forecast future revenue based on historical data trends. You can see how much money your organization has generated over time and what kind of growth rate it's experiencing so far this year by comparing actual performance against previous years' data points and projecting forward based on current trends

💡How can Digital Reach help?

As HubSpot Diamond Solutions Partners, we always come prepared to help you make sense of your org’s data with powerful tools that enable you to see what’s working (and what’s not) — even if you don't have a dedicated programmer on staff!

HubSpot Nonprofit Marketing To Grow, Get Found & Give Back 🌱

In the face of economic uncertainty, 🏔️ Digital Reach is the  HubSpot Diamond Solutions Partner💎that helps you get the most out of Sales Hub at reasonable price points.

Even if we don’t end up working together, we’re the biggest HubSpot evangelists and truly believe that every NPO deserves a CRM that has its cause at the front and center of its solutions.

Explore our services or simply grab time on our calendar. We’d love to chat.