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<!doctype html><html lang="fr"><head> <meta charset="utf-8"> <title>Relations donateurs : 3 stratégies sur votre solution CRM</title> <link rel="shortcut icon" href="https://blog.iraiser.com/hubfs/iRaiser%20Flavicon%20-%20Black.png"> <meta name="description" content="Découvrez 3 stratégies puissantes pour transformer vos relations donateurs avec la solution CRM iRaiser. Fidélisez vos donateurs dès maintenant !"> <style>@font-face { font-family: "Inter"; font-weight: 400; font-style: normal; font-display: swap; src: url("/_hcms/googlefonts/Inter/regular.woff2") format("woff2"), url("/_hcms/googlefonts/Inter/regular.woff") format("woff"), url("/_hcms/googlefonts/Inter/regular.woff2") format("woff2"), url("/_hcms/googlefonts/Inter/regular.woff") format("woff"); } @font-face { font-family: "Inter"; font-weight: 500; font-style: normal; font-display: swap; src: url("/_hcms/googlefonts/Inter/500.woff2") format("woff2"), url("/_hcms/googlefonts/Inter/500.woff") format("woff"), url("/_hcms/googlefonts/Inter/regular.woff2") format("woff2"), url("/_hcms/googlefonts/Inter/regular.woff") format("woff"); } @font-face { font-family: "Inter"; font-weight: 700; font-style: normal; font-display: swap; src: url("/_hcms/googlefonts/Inter/700.woff2") format("woff2"), url("/_hcms/googlefonts/Inter/700.woff") format("woff"), url("/_hcms/googlefonts/Inter/regular.woff2") format("woff2"), url("/_hcms/googlefonts/Inter/regular.woff") format("woff"); } body { font-family: Inter; } </style> <meta name="viewport" content="width=device-width, initial-scale=1"> <meta property="og:description" content="Découvrez 3 stratégies puissantes pour transformer vos relations donateurs avec la solution CRM iRaiser. Fidélisez vos donateurs dès maintenant !"> <meta property="og:title" content="Relations donateurs : 3 stratégies sur votre solution CRM"> <meta name="twitter:description" content="Découvrez 3 stratégies puissantes pour transformer vos relations donateurs avec la solution CRM iRaiser. Fidélisez vos donateurs dès maintenant !"> <meta name="twitter:title" content="Relations donateurs : 3 stratégies sur votre solution CRM"> <script type="application/ld+json"> { "@context": "https://schema.org", "@type": "Organization", "name": "iRaiser Group", "logo": { "@type": "ImageObject", "url": "https://25786111.fs1.hubspotusercontent-eu1.net/hubfs/25786111/iraiser_logo_black_2024.svg" }, "url": "https://blog.iraiser.com/fr/relations-donateurs-3-stratégies-sur-votre-solution-crm", "address": { "@type": "PostalAddress", "addressCountry": "", "addressRegion": "Australia", "addressLocality": "Netherlands, Ireland, Italy, Nordics", "postalCode":"", "streetAddress": "France, Belgium, UK, Germany" }, "knowsLanguage": "fr" } </script>  <script type="application/ld+json"> { "@context": "https://schema.org", "@type": "BlogPosting", "mainEntityOfPage": { "@type": "WebPage" }, "name": "Relations donateurs : 3 strat\u00E9gies sur votre solution CRM", "headline": "Relations donateurs : 3 strat\u00E9gies sur votre solution CRM", "image": "https://25786111.fs1.hubspotusercontent-eu1.net/hubfs/25786111/AdobeStock_262310275%201%20%281%29.png", "author": { "@type": "Person", "name": "L'\u00E9quipe iRaiser" }, "datePublished": "août 1, 2024 9 AM", "dateModified": "octobre 10, 2024 2 PM", "abstract": "D\u00E9couvrez 3 strat\u00E9gies puissantes pour transformer vos relations donateurs avec la solution CRM iRaiser. Fid\u00E9lisez vos donateurs d\u00E8s maintenant !", "text": "Les relations donateurs sont au c\u0153ur de la mission de toute association. Pour les associations de taille moyenne, g\u00E9rer un grand nombre de donateurs, en masse ou en one-to-one, peut devenir rapidement un d\u00E9fi. Dans cet article, nous allons explorer 3 strat\u00E9gies indispensables pour transformer la gestion de toutes vos relations donateurs gr\u00E2ce \u00E0 votre solution CRM, et vous permettre d\u2019augmenter votre collecte de fonds en ligne. 1. La fiche donateur, un outil cl\u00E9 pour simplifier la gestion des contacts au quotidien 2. Le module \u00AB opportunit\u00E9s \u00BB : pour des relations 1to1 privil\u00E9gi\u00E9es 3. Segmentation avanc\u00E9e et personnalisation : une communication plus qualitative La fiche donateur, un outil cl\u00E9 pour simplifier la gestion des contacts au quotidien La fiche donateur vous permet de centraliser toute l\u2019information sur un donateur et de vous assurer que tous vos collaborateurs aient le m\u00EAme niveau d\u2019information au sein de votre solution CRM. La fiche contact du CRM iRaiser inclut les informations de contact, l'historique des dons, les pr\u00E9f\u00E9rences de communication, et bien plus encore. Il est essentiel que toute votre \u00E9quipe de relation donateurs acc\u00E8de \u00E0 votre CRM et aux fiches donateurs. Ainsi, lorsque votre \u00E9quipe recevra un e-mail, ou un appel d\u2019un donateur, il lui sera facile de r\u00E9pondre aux demandes gr\u00E2ce \u00E0 ce triptyque : Connaissance approfondie des donateurs : toutes les informations peuvent \u00EAtre stock\u00E9es sur la fiche donateur. Vous pouvez enrichir simplement la fiche et y ajouter des commentaires, des t\u00E2ches \u00E0 faire, des rendez-vous, et tous les documents n\u00E9cessaires pour g\u00E9rer au mieux la relation avec votre donateur. Suivi pr\u00E9cis de l\u2019historique des dons : la fiche donateur stocke l\u2019historique complet des dons et des re\u00E7us associ\u00E9s, permet d\u2019identifier en un coup d'\u0153il les segments de contact et leur statut, pour les remercier de mani\u00E8re personnalis\u00E9e et am\u00E9liorer leur fid\u00E9lisation. Ma\u00EEtrise de la pression marketing : les interactions avec d\u2019autres logiciels peuvent \u00E9galement \u00EAtre synchronis\u00E9es, permettant \u00E0 toute l'\u00E9quipe d'avoir une vue d'ensemble des messages envoy\u00E9s au donateur, de leur statut (ouvert et cliqu\u00E9s ou non), mais aussi de consulter et compl\u00E9ter tous ses souhaits en mati\u00E8re de marketing : canaux pl\u00E9biscit\u00E9s, pression marketing maximale\u2026 Tous ces \u00E9l\u00E9ments sont cruciaux pour vous assurer de solliciter votre donateur de mani\u00E8re coh\u00E9rente et au meilleur moment. 2. Le module \u00AB opportunit\u00E9s \u00BB : pour des relations 1to1 privil\u00E9gi\u00E9es Certains de vos donateurs n\u00E9cessitent une attention particuli\u00E8re et pourraient \u00EAtre synonymes d\u2019opportunit\u00E9s importantes pour votre organisation \u00E0 but non lucratif. Qu\u2019ils soient testataires, grands donateurs, testataires, m\u00E9c\u00E8nes\u2026 Un syst\u00E8me CRM pour les associations doit vous permettre de suivre les opportunit\u00E9s de dons importants de mani\u00E8re individuelle, en documentant chaque \u00E9tape du processus de prospection et de conversion. Le module \u00AB opportunit\u00E9s \u00BB du CRM iRaiser est con\u00E7u pour g\u00E9rer ces relations de mani\u00E8re optimale. Avec le CRM iRaiser vous pourrez cr\u00E9er autant de cycles de relation donateurs que vous le souhaitez (appel\u00E9s pipelines), et personnaliser les \u00E9tapes de chaque cycle. Organisation des op\u00E9rations : Afin de g\u00E9rer au mieux ces contacts particuliers, les associations doivent \u00EAtre en mesure de planifier des rendez-vous ou m\u00EAme d\u2019assigner des t\u00E2ches \u00E0 leurs co-\u00E9quipiers, et de rendre compte de l\u2019ensemble de leurs \u00E9changes avec les donateurs. La fiche opportunit\u00E9s du CRM iRaiser vous permet de consigner toutes les informations et documents n\u00E9cessaires \u00E0 votre \u00E9quipe, pour gagner un temps pr\u00E9cieux. Analyse et reporting : Bien s\u00FBr, il est \u00E9galement important de pouvoir analyser les r\u00E9sultats des actions 1to1 ainsi men\u00E9es et de suivre leur efficacit\u00E9, permettant ainsi d\u2019ajuster les strat\u00E9gies de collecte de fonds en temps r\u00E9el pour maximiser l\u2019efficacit\u00E9. 3. Segmentation avanc\u00E9e et personnalisation : une communication plus qualitative Avez-vous d\u00E9j\u00E0 fait l\u2019exp\u00E9rience de recevoir un message qui ne vous \u00E9tait pas d\u00E9di\u00E9, ou qui comportait une erreur sur l\u2019orthographe de votre pr\u00E9nom ? Toujours dans l\u2019optique de l\u2019am\u00E9lioration de vos relations donateurs, il est de la plus grande importance de soigner vos communications de masse. Cela passe par la finesse de votre segmentation mais aussi la pertinence des \u00E9l\u00E9ments de personnalisation que vous y ajoutez. Votre plateforme CRM doit vous permettre de segmenter votre base de donn\u00E9es de mani\u00E8re autonome, et en fonction de crit\u00E8res vari\u00E9s tels que la fr\u00E9quence des dons, le montant des dons, les pr\u00E9f\u00E9rences de communication, etc. Cela permet de prendre en compte l\u2019engagement r\u00E9el des donateurs envers votre association et de leur proposer des messages et des actions qui leur corresponde r\u00E9ellement. Dans votre CRM iRaiser, vous pouvez segmenter simplement sur les crit\u00E8res RFMC. Exemple : donateurs ayant donn\u00E9 un montant >= 1000 cette ann\u00E9e ou un montant cumul\u00E9 de 5000\u20AC depuis la cr\u00E9ation du contact, et dont le dernier paiement \u00E9tait cette ann\u00E9e, sur le canal web. La personnalisation des communications est elle aussi essentielle alors que l\u2019on re\u00E7oit de plus en plus de sollicitations pour faire des dons. En personnalisant vos communications, vous montrez \u00E0 vos donateurs que vous savez qui ils sont, et que vous accordez de l\u2019importance \u00E0 leur engagement. De fait, la personnalisation a un impact significatif sur les performances de votre collecte de fonds. Vous devriez \u00EAtre en mesure de connecter vos logiciels de gestion pr\u00E9f\u00E9r\u00E9s et outils de fundraising \u00E0 votre CRM ou d\u2019en extraire les donn\u00E9es essentielles pour la personnalisation de vos messages comme leur nom, pr\u00E9nom, leur coordonn\u00E9es, mais aussi le montant et la date de leur dernier don, ou le cumul de leurs dons sur l\u2019ann\u00E9e pass\u00E9e par exemple. Le CRM iRaiser vous permet de cr\u00E9er des exports de donn\u00E9es complets afin d'inclure toute la personnalisation n\u00E9cessaire dans vos messages et de vous assurer un taux de r\u00E9ponse optimal. Pour d\u00E9couvrir tous nos conseils sur la personnalisation et en savoir plus sur les possibilit\u00E9s offertes en la mati\u00E8re dans le CRM iRaiser, n\u2019h\u00E9sitez pas \u00E0 consulter notre jeudi du CRM d\u00E9di\u00E9. Le CRM se r\u00E9v\u00E8le \u00EAtre l\u2019outil privil\u00E9gi\u00E9 pour les associations souhaitant am\u00E9liorer la gestion de leurs relations donateurs et, \u00E0 terme, r\u00E9colter des fonds en ligne. Gr\u00E2ce \u00E0 des fonctionnalit\u00E9s telles que la fiche donateur, le module \u201Copportunit\u00E9s\u201D et la segmentation avanc\u00E9e, vous pouvez offrir une exp\u00E9rience donateur plus personnalis\u00E9e et efficace, ce qui se traduit par une fid\u00E9lisation accrue et une augmentation de la collecte de dons de votre association. Pour les organisations \u00E0 but non lucratif, investir dans un Customer Relationship Management (CRM) adapt\u00E9 comme iRaiser est une \u00E9tape strat\u00E9gique vers une gestion optimis\u00E9e et une croissance durable. Vous souhaitez d\u00E9couvrir d'autres strat\u00E9gies pour maintenir un CRM performant et maximiser votre strat\u00E9gie de collecte de dons en ligne ? Lisez notre article : 5 conseils de fundraisers pour une solution CRM au top !", "url": "https://blog.iraiser.com/fr/relations-donateurs-3-stratégies-sur-votre-solution-crm", "publisher": { "@type": "Organization", "name": "iRaiser Group", "logo": { "@type": "ImageObject", "url": "https://25786111.fs1.hubspotusercontent-eu1.net/hubfs/25786111/iraiser_logo_black_2024.svg" } }, "inLanguage": "fr", "wordCount": "1850", "keywords": "[CRM]" } </script> <style> a.cta_button{-moz-box-sizing:content-box !important;-webkit-box-sizing:content-box !important;box-sizing:content-box !important;vertical-align:middle}.hs-breadcrumb-menu{list-style-type:none;margin:0px 0px 0px 0px;padding:0px 0px 0px 0px}.hs-breadcrumb-menu-item{float:left;padding:10px 0px 10px 10px}.hs-breadcrumb-menu-divider:before{content:'›';padding-left:10px}.hs-featured-image-link{border:0}.hs-featured-image{float:right;margin:0 0 20px 20px;max-width:50%}@media (max-width: 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class="pwr-cta_button " aria-label="Button Contactez-nous">Contactez-nous</a> </div></div><a href="#" id="pwr-js-burger__trigger-open" aria-label="Open Burger Menu" class="pwr-burger__trigger-open vanilla pwr-burger__trigger-open--mobile-only"> <div class="pwr-burger__icon-open"> <span></span> </div> </a></div> </div> <div class="pwr-header-advanced-mms"><div class="pwr-header-advanced-mm page-center pwr-header-advanced-mm--shadow pwr-header-advanced-mm--border-radius pwr--relative" data-target="1"> <div class="pwr-adc pwr-adc__height-mode--standard pwr-adc--border-top pwr--light lazyload" style="background-color: rgba(255, 255, 255, 1.0); "> <div class="pwr-adc__wrapper"><div class="pwr-adc-main pwr--relative"><div class="pwr-adc__cols pwr-adc-main__cols pwr--relative"> <div class="pwr-adc__col pwr-adc__col--width-3 pwr--dark pwr--align-fcol-m pwr--relative lazyload" style=" background: linear-gradient(135deg, rgba(4, 4, 5, 1.0) 0%, rgba(86, 86, 107, 1.0) 100%); "> <div class="pwr-adc__content-wrappers "><div class="pwr-adc__content-wrapper pwr-adc__content-wrapper--ix-1-1-1 pwr--align-fcol-m pwr--align-l pwr--relative lazyload" style=" " data-index="1"> <div class="pwr-adc-content pwr-adc-content--text "><div class="pwr-adc-content__text pwr-rich-text"><p style="font-size: 16px;">Libérez la générosité avec une gamme complète de solutions dédiée au fundraising et permettez aux associations de créer leurs propres expériences de collecte.</p></div></div></div></div> </div> <div class="pwr-adc__col pwr-adc__col--width-3 pwr--align-fcol-t pwr--relative lazyload" style=""> <div class="pwr-adc__content-wrappers "><div class="pwr-adc__content-wrapper pwr-adc__content-wrapper--ix-1-2-1 pwr--align-fcol-t pwr--align-l pwr--relative lazyload" style=" " data-index="1"> <div class="pwr-adc-content pwr-adc-content--text "><div class="pwr-adc-content__text pwr-rich-text"><h3 style="font-size: 18px;"><strong>SOLUTIONS</strong></h3></div></div></div><a href="https://www.iraiser.com/fr/formulaires-de-collecte-de-dons?hsLang=fr" rel=" nofollow" class="pwr-adc__content-wrapper pwr-adc__content-wrapper--ix-1-2-2 pwr-adc__content-wrapper--border-radius pwr--align-fcol-t pwr--align-l pwr--relative lazyload " aria-label="Linked Wrapper" style=" " data-index="2"> <div class="pwr-adc-content pwr-adc-content--text "><div class="pwr-adc-content__text pwr-rich-text"><p style="font-size: 16px;">Formulaire de dons</p></div></div></a><a href="https://www.iraiser.com/fr/peer-to-peer-fundraising?hsLang=fr" rel=" nofollow" class="pwr-adc__content-wrapper pwr-adc__content-wrapper--ix-1-2-3 pwr-adc__content-wrapper--border-radius pwr--align-fcol-t pwr--align-l pwr--relative lazyload " aria-label="Linked Wrapper" style=" " data-index="3"> <div class="pwr-adc-content pwr-adc-content--text "><div class="pwr-adc-content__text pwr-rich-text"><p style="font-size: 16px;">Collecte peer-to-peer</p></div></div></a><a href="https://www.iraiser.com/fr/crowdfunding?hsLang=fr" rel=" nofollow" class="pwr-adc__content-wrapper pwr-adc__content-wrapper--ix-1-2-4 pwr-adc__content-wrapper--border-radius pwr--align-fcol-t pwr--align-l pwr--relative lazyload " aria-label="Linked Wrapper" style=" " data-index="4"> <div class="pwr-adc-content pwr-adc-content--text "><div class="pwr-adc-content__text pwr-rich-text"><p style="font-size: 16px;">Crowdfunding</p></div></div></a><a href="https://www.iraiser.com/fr/collecte-de-dons-evenementielle?hsLang=fr" rel=" nofollow" class="pwr-adc__content-wrapper pwr-adc__content-wrapper--ix-1-2-5 pwr-adc__content-wrapper--border-radius pwr--align-fcol-t pwr--align-l pwr--relative lazyload " aria-label="Linked Wrapper" style=" " data-index="5"> <div class="pwr-adc-content pwr-adc-content--text "><div class="pwr-adc-content__text pwr-rich-text"><p style="font-size: 16px;">Fundraising événementiel</p></div></div></a><a href="https://www.iraiser.com/fr/crm?hsLang=fr" rel=" nofollow" class="pwr-adc__content-wrapper pwr-adc__content-wrapper--ix-1-2-6 pwr-adc__content-wrapper--border-radius pwr--align-fcol-t pwr--align-l pwr--relative lazyload " aria-label="Linked Wrapper" style=" " data-index="6"> <div class="pwr-adc-content pwr-adc-content--text "><div class="pwr-adc-content__text pwr-rich-text"><p style="font-size: 16px;">CRM</p></div></div></a></div> </div> <div class="pwr-adc__col pwr-adc__col--width-3 pwr--align-fcol-t pwr--relative lazyload" style=""> <div class="pwr-adc__content-wrappers "><div class="pwr-adc__content-wrapper pwr-adc__content-wrapper--ix-1-3-1 pwr--align-fcol-t pwr--align-l pwr--relative lazyload" style=" " data-index="1"> <div class="pwr-adc-content pwr-adc-content--text "><div class="pwr-adc-content__text pwr-rich-text"><h3 style="font-size: 18px;"><strong>ADD-ONS</strong></h3></div></div></div><a href="https://www.iraiser.com/fr/flex-editor?hsLang=fr" target="_blank" rel="noopener nofollow" class="pwr-adc__content-wrapper pwr-adc__content-wrapper--ix-1-3-2 pwr-adc__content-wrapper--border-radius pwr--align-fcol-t pwr--align-l pwr--relative lazyload " aria-label="Linked Wrapper" style=" " data-index="2"> <div class="pwr-adc-content pwr-adc-content--text "><div class="pwr-adc-content__text pwr-rich-text"><p style="font-size: 16px;">Flex Editor</p></div></div></a></div> </div> <div class="pwr-adc__col pwr-adc__col--width-3 pwr--align-fcol-t pwr--relative lazyload" style=""> <div class="pwr-adc__content-wrappers "></div> </div></div> </div></div> </div> </div><div class="pwr-header-advanced-mm page-center pwr-header-advanced-mm--shadow pwr-header-advanced-mm--border-radius pwr--relative" data-target="2"> <div class="pwr-adc pwr-adc__height-mode--standard pwr-adc--border-top pwr--light lazyload" style="background-color: rgba(255, 255, 255, 1.0); "> <div class="pwr-adc__wrapper"><div class="pwr-adc-main pwr--relative"><div class="pwr-adc__cols pwr-adc-main__cols pwr--relative"> <div class="pwr-adc__col pwr-adc__col--width-3 pwr--dark pwr--align-fcol-m pwr--relative lazyload" style=" background: linear-gradient(135deg, rgba(4, 4, 5, 1.0) 0%, rgba(86, 86, 107, 1.0) 100%); "> <div class="pwr-adc__content-wrappers "><div class="pwr-adc__content-wrapper pwr-adc__content-wrapper--ix-2-1-1 pwr--align-fcol-m pwr--align-l pwr--relative lazyload" style=" " data-index="1"> <div class="pwr-adc-content pwr-adc-content--text "><div class="pwr-adc-content__text pwr-rich-text"><p style="font-size: 16px;">Découvrez comment nos solutions sont conçues pour servir tous types d’associations.</p></div></div></div></div> </div> <div class="pwr-adc__col pwr-adc__col--width-3 pwr--align-fcol-t pwr--relative lazyload" style=""> <div class="pwr-adc__content-wrappers "><div class="pwr-adc__content-wrapper pwr-adc__content-wrapper--ix-2-2-1 pwr--align-fcol-t pwr--align-l pwr--relative lazyload" style=" " data-index="1"> <div class="pwr-adc-content pwr-adc-content--text "><div class="pwr-adc-content__text pwr-rich-text"><h3 style="font-size: 18px;"><strong>NOS CLIENTS</strong></h3></div></div></div><a href="https://www.iraiser.com/fr/nos-clients?hsLang=fr" target="_blank" rel="noopener nofollow" class="pwr-adc__content-wrapper pwr-adc__content-wrapper--ix-2-2-2 pwr-adc__content-wrapper--border-radius pwr--align-fcol-t pwr--align-l pwr--relative lazyload " aria-label="Linked Wrapper" style=" " data-index="2"> <div class="pwr-adc-content pwr-adc-content--text "><div class="pwr-adc-content__text pwr-rich-text"><p style="font-size: 16px;">Nos clients</p></div></div></a></div> </div> <div class="pwr-adc__col pwr-adc__col--width-3 pwr--align-fcol-t pwr--relative lazyload" style=""> <div class="pwr-adc__content-wrappers "></div> </div> <div class="pwr-adc__col pwr-adc__col--width-3 pwr--align-fcol-t pwr--relative lazyload" style=""> <div class="pwr-adc__content-wrappers "></div> </div></div> </div></div> </div> </div><div class="pwr-header-advanced-mm page-center pwr-header-advanced-mm--shadow pwr-header-advanced-mm--border-radius pwr--relative" data-target="3"> <div class="pwr-adc pwr-adc__height-mode--standard pwr-adc--border-top pwr--light lazyload" style="background-color: rgba(255, 255, 255, 1.0); "> <div class="pwr-adc__wrapper"><div class="pwr-adc-main pwr--relative"><div class="pwr-adc__cols pwr-adc-main__cols pwr--relative"> <div class="pwr-adc__col pwr-adc__col--width-3 pwr--dark pwr--align-fcol-m pwr--relative lazyload" style=" background: linear-gradient(135deg, rgba(4, 4, 5, 1.0) 0%, rgba(86, 86, 107, 1.0) 100%); "> <div class="pwr-adc__content-wrappers "><div class="pwr-adc__content-wrapper pwr-adc__content-wrapper--ix-3-1-1 pwr--align-fcol-m pwr--align-l pwr--relative lazyload" style=" " data-index="1"> <div class="pwr-adc-content pwr-adc-content--text "><div class="pwr-adc-content__text pwr-rich-text"><p style="font-size: 16px;">Maîtrisez la collecte de fonds digitale et découvrez les dernières tendances et rapports.</p></div></div></div></div> </div> <div class="pwr-adc__col pwr-adc__col--width-3 pwr--align-fcol-t pwr--relative lazyload" style=""> <div class="pwr-adc__content-wrappers "><div class="pwr-adc__content-wrapper pwr-adc__content-wrapper--ix-3-2-1 pwr--align-fcol-t pwr--align-l pwr--relative lazyload" style=" " data-index="1"> <div class="pwr-adc-content pwr-adc-content--text "><div class="pwr-adc-content__text pwr-rich-text"><h3 style="font-size: 18px;"><strong>RESSOURCES</strong></h3></div></div></div><a href="https://blog.iraiser.com/fr" rel=" nofollow" class="pwr-adc__content-wrapper pwr-adc__content-wrapper--ix-3-2-2 pwr-adc__content-wrapper--border-radius pwr--align-fcol-t pwr--align-l pwr--relative lazyload " aria-label="Linked Wrapper" style=" " data-index="2"> <div class="pwr-adc-content pwr-adc-content--text "><div class="pwr-adc-content__text pwr-rich-text"><p style="font-size: 16px;">Blog</p></div></div></a><a href="https://www.iraiser.com/fr/guides-fundraising?hsLang=fr" target="_blank" rel="noopener nofollow" class="pwr-adc__content-wrapper pwr-adc__content-wrapper--ix-3-2-3 pwr-adc__content-wrapper--border-radius pwr--align-fcol-t pwr--align-l pwr--relative lazyload " aria-label="Linked Wrapper" style=" " data-index="3"> <div class="pwr-adc-content pwr-adc-content--text "><div class="pwr-adc-content__text pwr-rich-text"><p style="font-size: 16px;">Guides du fundraising</p></div></div></a><a href="https://www.iraiser.com/fr/%C3%A9v%C3%A9nements-et-webinaires-iraiser?hsLang=fr" target="_blank" rel="noopener nofollow" class="pwr-adc__content-wrapper pwr-adc__content-wrapper--ix-3-2-4 pwr-adc__content-wrapper--border-radius pwr--align-fcol-t pwr--align-l pwr--relative lazyload " aria-label="Linked Wrapper" style=" " data-index="4"> <div class="pwr-adc-content pwr-adc-content--text "><div class="pwr-adc-content__text pwr-rich-text"><p style="font-size: 16px;">Événements et webinaires</p></div></div></a></div> </div> <div class="pwr-adc__col pwr-adc__col--width-3 pwr--align-fcol-t pwr--relative lazyload" style=""> <div class="pwr-adc__content-wrappers "><div class="pwr-adc__content-wrapper pwr-adc__content-wrapper--ix-3-3-1 pwr--align-fcol-t pwr--align-l pwr--relative lazyload" style=" " data-index="1"> <div class="pwr-adc-content pwr-adc-content--text "><div class="pwr-adc-content__text pwr-rich-text"><h3 style="font-size: 18px;"><strong>FORMATIONS</strong></h3></div></div></div><a href="https://www.iraiser.com/fr/formations-iraiser-community-fundraising?hsLang=fr" rel=" nofollow" class="pwr-adc__content-wrapper pwr-adc__content-wrapper--ix-3-3-2 pwr-adc__content-wrapper--border-radius pwr--align-fcol-t pwr--align-l pwr--relative lazyload " aria-label="Linked Wrapper" style=" " data-index="2"> <div class="pwr-adc-content pwr-adc-content--text "><div class="pwr-adc-content__text pwr-rich-text"><p style="font-size: 16px;">Community Fundraising</p></div></div></a></div> </div> <div class="pwr-adc__col pwr-adc__col--width-3 pwr--align-fcol-t pwr--relative lazyload" style=""> 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data-hs-cos-general-type="meta_field" data-hs-cos-type="rich_text"><p>Les relations donateurs sont au cœur de la mission de toute association. Pour les associations de taille moyenne, gérer un grand nombre de donateurs, en masse ou en one-to-one, peut devenir rapidement un défi. Dans cet article, nous allons explorer 3 stratégies indispensables pour transformer la gestion de toutes vos relations donateurs grâce à votre solution CRM, et vous permettre d’augmenter votre collecte de fonds en ligne.</p> <p style="font-weight: bold;"><a href="#donateur" rel="noopener">1. La fiche donateur, un outil clé pour simplifier la gestion des contacts au quotidien</a></p> <p style="font-weight: bold;"><a href="#module" rel="noopener">2. Le module « opportunités » : pour des relations 1to1 privilégiées</a></p> <p style="font-weight: bold;"><a href="#segmentation" rel="noopener">3. Segmentation avancée et personnalisation : une communication plus qualitative</a><br><br></p> <a id="donateur" data-hs-anchor="true"></a> <h2 id="la-fiche-donateur,-un-outil-clé-pour-simplifier-la-gestion-des-contacts-au-quotidien" style="font-size: 38px;"><strong>La fiche donateur, un outil clé pour simplifier la gestion des contacts au quotidien</strong></h2> <p>La fiche donateur vous permet de centraliser toute l’information sur un donateur et de vous assurer que tous vos collaborateurs aient le même niveau d’information au sein de votre <a href="https://hello.iraiser.com/fr/crm?hsLang=fr" rel="noopener" target="_blank" style="font-weight: bold;"><span>solution CRM</span></a>.<img src="https://blog.iraiser.com/hs-fs/hubfs/collecte%20de%20fonds-Jul-24-2024-08-42-40-1893-AM.png?width=733&height=552&name=collecte%20de%20fonds-Jul-24-2024-08-42-40-1893-AM.png" width="733" height="552" loading="lazy" alt="solution CRM pour association" style="margin-left: auto; margin-right: auto; display: block; height: auto; max-width: 100%; width: 733px;" srcset="https://blog.iraiser.com/hs-fs/hubfs/collecte%20de%20fonds-Jul-24-2024-08-42-40-1893-AM.png?width=367&height=276&name=collecte%20de%20fonds-Jul-24-2024-08-42-40-1893-AM.png 367w, https://blog.iraiser.com/hs-fs/hubfs/collecte%20de%20fonds-Jul-24-2024-08-42-40-1893-AM.png?width=733&height=552&name=collecte%20de%20fonds-Jul-24-2024-08-42-40-1893-AM.png 733w, https://blog.iraiser.com/hs-fs/hubfs/collecte%20de%20fonds-Jul-24-2024-08-42-40-1893-AM.png?width=1100&height=828&name=collecte%20de%20fonds-Jul-24-2024-08-42-40-1893-AM.png 1100w, https://blog.iraiser.com/hs-fs/hubfs/collecte%20de%20fonds-Jul-24-2024-08-42-40-1893-AM.png?width=1466&height=1104&name=collecte%20de%20fonds-Jul-24-2024-08-42-40-1893-AM.png 1466w, https://blog.iraiser.com/hs-fs/hubfs/collecte%20de%20fonds-Jul-24-2024-08-42-40-1893-AM.png?width=1833&height=1380&name=collecte%20de%20fonds-Jul-24-2024-08-42-40-1893-AM.png 1833w, https://blog.iraiser.com/hs-fs/hubfs/collecte%20de%20fonds-Jul-24-2024-08-42-40-1893-AM.png?width=2199&height=1656&name=collecte%20de%20fonds-Jul-24-2024-08-42-40-1893-AM.png 2199w" sizes="(max-width: 733px) 100vw, 733px"></p> <p style="font-size: 14px;"><strong><em>La fiche contact du CRM iRaiser  inclut les informations de contact, l'historique des dons, les préférences de communication, et bien plus encore. </em></strong></p> <p>Il est essentiel que toute votre équipe de relation donateurs accède à votre CRM et aux fiches donateurs. Ainsi, lorsque votre équipe recevra un e-mail, ou un appel d’un donateur,  il lui sera facile de répondre aux demandes grâce à ce triptyque : </p> <ul> <li aria-level="1"><strong>Connaissance approfondie des donateurs</strong> : toutes les informations peuvent être stockées sur la fiche donateur. Vous pouvez enrichir simplement la fiche et y ajouter des commentaires, des tâches à faire, des rendez-vous, et tous les documents nécessaires pour gérer au mieux la relation avec votre donateur. </li> <li aria-level="1"><strong>Suivi précis de l’historique des dons</strong> : la fiche donateur stocke l’historique complet des dons et des reçus associés, permet d’identifier en un coup d'œil les segments de contact et leur statut, pour les remercier de manière personnalisée et améliorer leur fidélisation. </li> <li aria-level="1"><strong>Maîtrise de la pression marketing </strong>: les interactions avec d’autres logiciels peuvent également être synchronisées, permettant à toute l'équipe d'avoir une vue d'ensemble des messages envoyés au donateur, de leur statut (ouvert et cliqués ou non), mais aussi de consulter et compléter tous ses souhaits en matière de marketing : canaux plébiscités, pression marketing maximale… Tous ces éléments sont cruciaux pour vous assurer de solliciter votre donateur de manière cohérente et au meilleur moment. </li> </ul> <p> </p> <a id="module" data-hs-anchor="true"></a> <h2 id="2.-le-module-«-opportunités-»--pour-des-relations-1to1-privilégiées" style="font-size: 38px;"><strong><span style="color: #152233;">2. Le module « opportunités » : pour des relations 1to1 privilégiées</span></strong></h2> <p>Certains de vos donateurs nécessitent une attention particulière et pourraient être synonymes d’opportunités importantes pour votre organisation à but non lucratif. Qu’ils soient testataires, grands donateurs, testataires, mécènes… Un système CRM pour les associations doit vous permettre de suivre les opportunités de dons importants de manière individuelle, en documentant chaque étape du processus de prospection et de conversion.<img src="https://blog.iraiser.com/hs-fs/hubfs/collecte%20de%20don%20association.png?width=826&height=377&name=collecte%20de%20don%20association.png" width="826" height="377" loading="lazy" alt="collecte de don association" style="height: auto; max-width: 100%; width: 826px;" srcset="https://blog.iraiser.com/hs-fs/hubfs/collecte%20de%20don%20association.png?width=413&height=189&name=collecte%20de%20don%20association.png 413w, https://blog.iraiser.com/hs-fs/hubfs/collecte%20de%20don%20association.png?width=826&height=377&name=collecte%20de%20don%20association.png 826w, https://blog.iraiser.com/hs-fs/hubfs/collecte%20de%20don%20association.png?width=1239&height=566&name=collecte%20de%20don%20association.png 1239w, https://blog.iraiser.com/hs-fs/hubfs/collecte%20de%20don%20association.png?width=1652&height=754&name=collecte%20de%20don%20association.png 1652w, https://blog.iraiser.com/hs-fs/hubfs/collecte%20de%20don%20association.png?width=2065&height=943&name=collecte%20de%20don%20association.png 2065w, https://blog.iraiser.com/hs-fs/hubfs/collecte%20de%20don%20association.png?width=2478&height=1131&name=collecte%20de%20don%20association.png 2478w" sizes="(max-width: 826px) 100vw, 826px"></p> <p><span style="font-size: 14px;"><strong><em>Le module « opportunités </em></strong><strong>»</strong><strong><em> du CRM iRaiser est conçu pour gérer ces relations de manière optimale. Avec le CRM iRaiser vous pourrez créer autant de cycles de relation donateurs que vous le souhaitez (appelés pipelines), et personnaliser les étapes de chaque cycle. </em></strong></span></p> <p><strong>Organisation des opérations</strong> : Afin de gérer au mieux ces contacts particuliers, les associations doivent être en mesure de planifier des rendez-vous ou même d’assigner des tâches à leurs co-équipiers, et de rendre compte de l’ensemble de leurs échanges avec les donateurs.<img src="https://blog.iraiser.com/hs-fs/hubfs/collecte%20de%20fonds%20en%20ligne-4.png?width=873&height=493&name=collecte%20de%20fonds%20en%20ligne-4.png" width="873" height="493" loading="lazy" alt="collecte de fonds en ligne" style="margin-left: auto; margin-right: auto; display: block; height: auto; max-width: 100%; width: 873px;" srcset="https://blog.iraiser.com/hs-fs/hubfs/collecte%20de%20fonds%20en%20ligne-4.png?width=437&height=247&name=collecte%20de%20fonds%20en%20ligne-4.png 437w, https://blog.iraiser.com/hs-fs/hubfs/collecte%20de%20fonds%20en%20ligne-4.png?width=873&height=493&name=collecte%20de%20fonds%20en%20ligne-4.png 873w, https://blog.iraiser.com/hs-fs/hubfs/collecte%20de%20fonds%20en%20ligne-4.png?width=1310&height=740&name=collecte%20de%20fonds%20en%20ligne-4.png 1310w, https://blog.iraiser.com/hs-fs/hubfs/collecte%20de%20fonds%20en%20ligne-4.png?width=1746&height=986&name=collecte%20de%20fonds%20en%20ligne-4.png 1746w, https://blog.iraiser.com/hs-fs/hubfs/collecte%20de%20fonds%20en%20ligne-4.png?width=2183&height=1233&name=collecte%20de%20fonds%20en%20ligne-4.png 2183w, https://blog.iraiser.com/hs-fs/hubfs/collecte%20de%20fonds%20en%20ligne-4.png?width=2619&height=1479&name=collecte%20de%20fonds%20en%20ligne-4.png 2619w" sizes="(max-width: 873px) 100vw, 873px"></p> <p style="font-size: 14px;"><strong><em>La fiche opportunités du CRM iRaiser vous permet de consigner toutes les informations et documents nécessaires à votre équipe, pour gagner un temps précieux.</em></strong></p> <p><strong>Analyse et reporting</strong> : Bien sûr, il est également important de pouvoir analyser les résultats des actions 1to1 ainsi menées et de suivre leur efficacité, permettant ainsi d’ajuster les stratégies de collecte de fonds en temps réel pour maximiser l’efficacité.</p> <p> </p> <a id="segmentation" data-hs-anchor="true"></a> <h2 id="3.-segmentation-avancée-et-personnalisation--une-communication-plus-qualitative" style="font-size: 38px;"><strong><span style="color: #152233;">3. Segmentation avancée et personnalisation : une communication plus qualitative</span></strong></h2> <p>Avez-vous déjà fait l’expérience de recevoir un message qui ne vous était pas dédié, ou qui comportait une erreur sur l’orthographe de votre prénom ? Toujours dans l’optique de l’amélioration de vos relations donateurs, il est de la plus grande importance de soigner vos communications de masse. Cela passe par la finesse de votre segmentation mais aussi la pertinence des éléments de personnalisation que vous y ajoutez. </p> <p>Votre plateforme CRM doit vous permettre de segmenter votre base de données de manière autonome, et en fonction de critères variés tels que la fréquence des dons, le montant des dons, les préférences de communication, etc. Cela permet de prendre en compte l’engagement réel des donateurs envers votre association et de leur proposer des messages et des actions qui leur corresponde réellement. </p> <p><img src="https://blog.iraiser.com/hs-fs/hubfs/plateforme%20crm.png?width=889&height=502&name=plateforme%20crm.png" width="889" height="502" loading="lazy" alt="plateforme crm" style="margin-left: auto; margin-right: auto; display: block; width: 889px; height: auto; max-width: 100%;" srcset="https://blog.iraiser.com/hs-fs/hubfs/plateforme%20crm.png?width=445&height=251&name=plateforme%20crm.png 445w, https://blog.iraiser.com/hs-fs/hubfs/plateforme%20crm.png?width=889&height=502&name=plateforme%20crm.png 889w, https://blog.iraiser.com/hs-fs/hubfs/plateforme%20crm.png?width=1334&height=753&name=plateforme%20crm.png 1334w, https://blog.iraiser.com/hs-fs/hubfs/plateforme%20crm.png?width=1778&height=1004&name=plateforme%20crm.png 1778w, https://blog.iraiser.com/hs-fs/hubfs/plateforme%20crm.png?width=2223&height=1255&name=plateforme%20crm.png 2223w, https://blog.iraiser.com/hs-fs/hubfs/plateforme%20crm.png?width=2667&height=1506&name=plateforme%20crm.png 2667w" sizes="(max-width: 889px) 100vw, 889px"></p> <p style="font-size: 14px;"><strong><em>Dans votre CRM iRaiser, vous pouvez segmenter simplement sur les critères RFMC. </em></strong><strong><em><span style="color: #434343;">Exemple : </span></em></strong><strong><em><span style="color: #6fa8dc;">donateurs</span></em></strong><strong><em><span style="color: #45818e;"> </span></em></strong><strong><em><span style="color: #434343;">ayant donné un </span></em></strong><strong><em><span style="color: #30c16a;">montant >= 1000 cette année </span></em></strong><strong><em><span style="color: #434343;">ou un </span></em></strong><strong><em><span style="color: #9900ff;">montant cumulé de 5000€ </span></em></strong><strong><em><span style="color: #434343;">depuis la création du contact, et dont le </span></em></strong><strong><em><span style="color: #ff9900;">dernier paiement était cette année,</span></em></strong><strong><em><span style="color: #434343;"> sur le</span></em></strong><strong><em><span style="color: #e06666;"> canal web</span></em></strong><strong><em><span style="color: #000000;">.</span></em></strong></p> <p>La personnalisation des communications est elle aussi essentielle alors que l’on reçoit de plus en plus de sollicitations pour faire des dons. En personnalisant vos communications, vous montrez à vos donateurs que vous savez qui ils sont, et que vous accordez de l’importance à leur engagement. De fait, la personnalisation a un impact significatif sur les performances de votre collecte de fonds. </p> <p>Vous devriez être en mesure de connecter vos logiciels de gestion préférés et outils de fundraising à votre CRM ou d’en extraire les données essentielles pour la personnalisation de vos messages comme leur nom, prénom, leur coordonnées, mais aussi le montant et la date de leur dernier don, ou le cumul de leurs dons sur l’année passée par exemple. </p> <p><img src="https://blog.iraiser.com/hs-fs/hubfs/syst%C3%A8me-crm.png?width=865&height=409&name=syst%C3%A8me-crm.png" width="865" height="409" loading="lazy" alt="système-crm" style="margin-left: auto; margin-right: auto; display: block; height: auto; max-width: 100%; width: 865px;" srcset="https://blog.iraiser.com/hs-fs/hubfs/syst%C3%A8me-crm.png?width=433&height=205&name=syst%C3%A8me-crm.png 433w, https://blog.iraiser.com/hs-fs/hubfs/syst%C3%A8me-crm.png?width=865&height=409&name=syst%C3%A8me-crm.png 865w, https://blog.iraiser.com/hs-fs/hubfs/syst%C3%A8me-crm.png?width=1298&height=614&name=syst%C3%A8me-crm.png 1298w, https://blog.iraiser.com/hs-fs/hubfs/syst%C3%A8me-crm.png?width=1730&height=818&name=syst%C3%A8me-crm.png 1730w, https://blog.iraiser.com/hs-fs/hubfs/syst%C3%A8me-crm.png?width=2163&height=1023&name=syst%C3%A8me-crm.png 2163w, https://blog.iraiser.com/hs-fs/hubfs/syst%C3%A8me-crm.png?width=2595&height=1227&name=syst%C3%A8me-crm.png 2595w" sizes="(max-width: 865px) 100vw, 865px"></p> <p style="font-size: 14px;"><strong><em>Le CRM iRaiser vous permet de créer des exports de données complets afin d'inclure toute la personnalisation nécessaire dans vos messages et de vous assurer un taux de réponse optimal.</em></strong></p> <p>Pour découvrir tous nos conseils sur la personnalisation et  en savoir plus sur les possibilités offertes en la matière dans le CRM iRaiser, n’hésitez pas à <a href="https://hello.iraiser.com/fr/atelier-iraiser-personnalisez-vos-communications-gr%C3%A2ce-au-crm?hsLang=fr" rel="noopener" target="_blank">consulter notre jeudi du CRM dédié</a>. <br><br></p> <p>Le CRM se révèle être l’outil privilégié pour les associations souhaitant améliorer la gestion de leurs relations donateurs et, à terme, récolter des fonds en ligne. Grâce à des fonctionnalités telles que la fiche donateur, le module “opportunités” et la segmentation avancée, vous pouvez  offrir une expérience donateur plus personnalisée et efficace, ce qui se traduit par une fidélisation accrue et une augmentation de la collecte de dons de votre association.</p> <p>Pour les organisations à but non lucratif, investir dans un Customer Relationship Management (CRM) adapté comme <a href="https://www.iraiser.com/fr/?hsLang=fr" rel="noopener" target="_blank" style="font-weight: bold;">iRaiser</a> est une étape stratégique vers une gestion optimisée et une croissance durable.</p> <p><span style="color: #191b23;">Vous souhaitez découvrir d'autres stratégies pour maintenir un CRM performant et maximiser votre stratégie de collecte de dons en ligne ? Lisez notre article :</span><a href="/fr/5-conseils-de-fundraisers-pour-une-solution-crm-au-top?hsLang=fr" style="color: #191b23;" rel="noopener" target="_blank"><span> </span><span style="color: #59c77e; font-weight: bold;">5 conseils de fundraisers pour une solution CRM au top !</span></a></p></span></div> </div></div><div id="hs_cos_wrapper_blog-post-preview" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"> <div class="pwr-sec-posts pwr-sec-posts--standard vanilla pwr--light pwr-sec-posts--vertical-layout pwr--margin-t-0 pwr--margin-b-0 lazyload" style=""> <div class="page-center pwr--relative"> <div class="row-fluid"><div class="pwr-sec-posts__intro-sec pwr-sec__intro-sec pwr-sec-posts__intro-sec--standard "><h2 class="pwr-sec__title pwr-heading-style--default pwr-sec__title--narrow pwr-sec-posts__title" tmp-data-aos="fade-in" tmp-data-aos-delay="50">ARTICLES LIÉS</h2></div><div class="pwr-sec-posts__container pwr-sec-posts__container--standard pwr--neg-margin-lr-10 pwr--clearfix" tmp-data-aos="fade-in" tmp-data-aos-delay="50"><script> var post_formatter_client_blog_post_preview = function(blog_post) { const formatBlogDate = function(locale, date) { locales = [] if(locale && locale !== ''){ locales.push(locale); } locales.push("en"); try { // Try format with Intl. 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