Strategy must come before the tools!

Raaj Chatterjee from Meaningful stressed that before you even look at a CRM or an automation platform, you need a strategy built on three pillars: Information, Communication, and Automation. Everything starts with Information—creating a clean, comprehensive contact record for every person. Without a consistent, shared database, your team can’t collaborate, personalize outreach, or run effective automations. Start by getting your data house in order, and the rest becomes so much easier!

Watch the replay and read all 7 key insights here: https://digitalnonprofit.ca/2025/11/05/scale-your-impact-the-top-7-insights-for-nonprofit-relationship-automation/

#Automation #NonprofitCRM #RelationshipBuilding #TechForGood