Can a CRM help Set and Track your Organization’s Goals? |

A CRM can help establish organizational goals.

You are passionate about your organization’s mission. You want to set long and short-term goals to further your organization and make an impact. With everything you are responsible for, what is the best way to establish goals and keep everyone on track?

A CRM like Julep!

You’ve heard about creating SMART goals create direction and push staff to achieve organizational goals. Use the SMART format when building these goals:

  • Is it Specific: How well defined is this goal?
  • Is it Measurable: What criteria do we need to measure this goal?
  • Is it Attainable: Is this goal possible for us to achieve?
  • Is it Relevant: does this further our mission?
  • Is It Time-Bound: Is there a clear timeline?

Using a CRM to set your goals at each step can lead to better decision making.

Additionally, using data at the start of your goal setting can make tracking even easier. Here’s how your CRM can guide your process when establishing goals and then tracking them.


The more specific you are with a goal the better. You can use your CRM to start to narrow your goals. For example, if you know you want to get your trustees or board members more involved in your organization, you can use their current metrics of involvement to determine what areas need improvement.


You can determine what you are able to track and measure by looking at the data in your database. What data do you have? If you want 25% of your email list to consistently open your emails, make sure your organization can track open and click-thru rates. Always make sure there is a way to evaluate your goal. If you realize you are missing a key tracking metric, one of your goals can be to start tracking this with your data.


Use your data to determine a baseline. If you wanted to increase donor retention, start with the retention rates from last year and begin to make attainable goals around what percent increase you’d like to see.


Your data can highlight where donors are most invested or involved in your organization and where improvement is needed. Looking at dollars raised for certain initiatives or volunteer hours can give you a good idea on how successfully your organization is sticking to your mission.


Giving yourself a reasonable amount of time to complete a goal is paramount. If you have past initiatives, look at your time frames. Did you hit or miss the mark? Look at measurements, such as past quarterly reports to help prioritize what steps need to be taken in order to achieve your goals.

Your CRM is a tool you can use to build your organizations goals, big or small. Check out Julep, the new CRM for nonprofits, to learn more on how your data can work for you.