This episode was originally featured on The NonProfit Voice Tech Series hosted by Mark Becker editorial advisory board member for NonProfit PRO.

Spreadsheets can quickly become overwhelming for nonprofit marketers — and even if you think they’re working for your organization, you might be surprised by how much more organized and streamlined your efforts could be. That’s where marketing automation comes into play to remove administrative duties from your fundraisers’ day-to-day activities.

“When we take away the 32 Excel spreadsheets, the manual reporting, the manual memorization of what emails need to go out — all of that — we free up those fundraisers to be out in the community, really doing the job that we want them to do with the most effectiveness,” Abigayle Tobia, vice president of philanthropy at Verland, said.

In this episode, Abigayle shares how marketing automation can simplify tasks, such as pulling reports, reconciling donations, emailing a donor welcome series, bettering donor acknowledgment, making donor communications documentation accessible to all team members, and more.

For Tobia, it’s saved her so much time, that she’s more able to pick up the phone now to call donors — as well as determine which donors warrant that additional point of contact — thanks to marketing automation.