Lori Zoss Kraska, MBA, CFRE’s Post

Considering a CRM to better track your nonprofit or association's business development outreach efforts? Here are 3 considerations to keep in mind as you review the many options that are out there: 1️⃣ Ease of Use: The CRM should be intuitive and user-friendly, ensuring that you can adopt it quickly and effectively without a steep learning curve. This helps maximize productivity and ensures usage. If it's not user friendly from the start you're not going to want to use it 👍 2️⃣ Data & Reporting Capabilities: Look for robust data tracking and reporting features to monitor and provide insight into your outreach activity. This helps refine your strategies to better meet your organizational goals. 📈 3️⃣ Scalability & Support: Choose a CRM that can grow alongside your organization. As your outreach and impact expand, the CRM should be able to scale with you, and having reliable support is critical for ensuring smooth operations. 🚀 Growth Owl, LLC Growth Owl Academy CRMs my nonprofit and association clients are using include: Salesforce (for comprehensive customization & scalability), Less Annoying CRM (for simplicity and great for smaller organizations) and monday.com (for its highly visual and flexible layouts) #PurposeDrivenOrganizations #CRMSelection #BusinessDevelopment #NonProfitStrategy #MissionDrivenGrowth #nonduesrevenue #associations

Leaders of purpose driven organizations: as you plan for calendar 2025, are you thinking about adding business development or corporate sponsorship support to your organization? If so, you won't want to miss my upcoming LinkedIn Live October 24th at 12pm EST with Leah York, CAE Founder of Talbott Talent to talk about the current landscape in talent recruitment as well as how to attract qualified candidates. 🔍 🎯 We'll also talk about hiring someone full time verses bringing on an outside contractor for your sponsorship and support efforts! 🤔 Growth Owl, LLC Growth Owl Academy

Join Ty Johnson, MBA and I for our Professionals for Association Revenue (PAR) webinar Striking the Balance: Navigating Corporate Partnerships in the Intersection of C3 and C6 Initiatives Wednesday, October 16th 2pm eastern. Use promo code PARLORI for free registration! Hope to see you there! #nonprofits #associations #professionaldevelopment #nonduesrevenue #corporatepartnership #corporatesponsorship

We're ending week 2 of calendar Q4 2024. Have you contacted your existing sponsors yet to for a year end check in and year ahead preview? 🗓 ❓ It's a great time to schedule before the rush of the upcoming November/December holidays. Plus, corporations are reviewing any budget they might have left over for 2024 that they need to spend before the end of the year, making you top of mind as you outreach during this time. 💲 2025 budget planning is also at its most active right now with many companies trying to lock in their decisions by December 1. 🔒 Also, it's a great time to audit your email's sent items folder to see which sponsorship prospects need a follow up outreach. 🔍 Growth Owl, LLC Growth Owl Academy #corporatesponsorship #corporateengagement #sponsorshipoutreach #nonprofits #associations

Excited to be kicking off the US Transactions Corporation (UST) 2024 Fall Education Symposium with my session on "Growing Existing Sponsors and Attracting New Sponsors to Your Association" on Thursday, November 7th, 2024 in Chicago. 📣 This Symposium is a unique opportunity to engage with thought leaders and subject-matter experts who will guide association executives through the intricate and fascinating world of personal and professional development. 🤔 Other featured Fall Symposium thought leaders include Merritt Rohlfing, Jon Smith, and Lisa Rau who each have excellent sessions lined up! 🎯 Check out options for in person and virtual registration options in the Message box below ⬇ Hope to see you in Chicago or online for this symposium! 👍 Growth Owl, LLC Growth Owl Academy #associations #nonduesrevenue #professionaldevelopment #corporatesponsorship #associationleadership #assnchat

I get alot of questions about my thoughts on AI in relation to researching corporate sponsors and partners. ❓ AI tools are revolutionizing the way sponsorship professionals conduct prospect and company research. With AI, you can gather insights faster and more efficiently, helping you target the right companies with precision. 🚀 However, it’s ESSENTIAL to remember that AI data isn't always accurate. ⚠ Verifying the information you find is critical to ensure you're approaching the right prospects with the right strategy. Always double-check the work to make sure your outreach is informed and credible! 🎯 Stay sharp, use AI as a tool, but let your human expertise lead the way. 🔍🤖💡 Growth Owl, LLC Growth Owl Academy #SponsorshipSales #AIinSales #CorporateSponsorship #AIResearch #SalesStrategy #CorporatePartnership

Association and Nonprofit leaders: Ty Johnson, MBA and I will be talking about driving revenue across both c3 and c6 ventures in the next  Professionals for Association Revenue (PAR) webinar, "Striking the Balance: Navigating Corporate Partnerships in the Intersection of C3 and C6 Initiatives," Oct. 16 at 2 pm ET. 🎯 Use code PAR-TY (or PARLORI) to be my guest for the webinar and receive free access! 👍 Link to registration and webinar information in the Comment section below. ⬇ Growth Owl, LLC Growth Owl Academy Hope you can join us for this insightful session! #nonprofits #associations #professionaldevelopment #nonduesrevenue #corporatepartnership #corporatesponsorship

Leah York, CAE and I invite you to our upcoming LinkedIn Live event, "Nonprofits & Associations: Attracting the Right Talent for Corporate Sponsorship Roles" coming up on October 24th at 12pm ET Learn how to identify the skills and attributes that align with your organization's mission and sponsorship goals, ensuring the right fit for long-term success. Gain actionable insights on how to create compelling job descriptions, optimize your recruitment process, and build a team that excels in securing vital corporate partnerships. Hope you can join us!

Last week, I hosted a LinkedIn Live Session entitled "Digital Initiatives to Grow Sponsorship Revenue for Associations and Non Profit Organizations" featuring Matchbox CMO Michelle Brien. We dove into how digital initiatives can help associations and nonprofits unlock new sponsorship opportunities and grow revenue. From getting started to experimenting with more advanced strategies, we discussed how even small steps can make a big impact. 🎯 As a follow up from this session, Matchbox invited me to contribute a guest blog that hits on some of the key takeaways and ideas Michelle and I discussed. 🗒 Blog highlights include: *How to get started with digital sponsorship 👍 *Game changer ideas 💡 *The role of thought leadership in digital sponsorship ✴ Check out a link to the full blog post which includes a link to the session recording in the comment section below. ⬇ Growth Owl, LLC Growth Owl Academy #corporatesponsorship #nonduesrevenue #associations #nonprofits #digitalsponsorship #thoughtleadership

Are you an association or other mission based organization trying achieve that delicate equilibrium in corporate partnerships within both 501(c)(3) and 501(c)(6) initiatives? 🤔 Join Ty Johnson, MBA and I on Wednesday, October 16th, 2024 for "Striking the Balance: Navigating Corporate Partnerships in the Intersection of C3 and C6 Initiatives" a virtual workshop hosted by Professionals for Association Revenue (PAR) The workshop will include insights and acumen, from managing diverse initiatives and balancing financial support while aligning to the goals of non-profit and trade association structures. We'll also review the corporate partner perspectives on c3 and c6 opportunities as well as how to assess your own organization's structure for most optimal partner opportunities. 💡 Additional information and registration options for both Professionals for Association Revenue (PAR) members and non members in the comment section below. ⬇ Growth Owl, LLC Growth Owl Academy #nonprofits #associations #c3 #c6 #corporatepartnership #corporatesponsorship