How to Choose a CRM

Guides, tipsheets and checklists to help you choose the right fundraising CRM for your non-profit.

  • How to Choose a Fundraising CRM

    How to Choose a Fundraising CRM

    Read our guide for implementing your first CRM, or upgrading your current solution. Written specifically to meet the needs of charities and non-profits in 2019.

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  • Top Tips (Or What Not to Do)

    Top Tips (Or What Not to Do)

    Avoid the 3 most common mistakes when choosing your fundraising CRM! Save your charity, university or school valuable time when selecting your CRM with our handy infographic.

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  • How to Choose a CRM Tipsheet 2019

    How to Choose a CRM Tipsheet 2019

    We've pulled together 7 key tips when selecting a CRM, to help you align your charity's goals with software vendors, to make the process of choosing solution is as simple and effective as possible!

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  • Fundraising Software: A Guide for Board Members

    Fundraising Software: A Guide for Board Members

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  • CRM Requirements Checklist for Non-Profits

    CRM Requirements Checklist for Non-Profits

    Identify your tech needs with our CRM requirements checklist. We've listed out over 120 functionality considerations across 14 areas (including GDPR) to give you a head start.

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  • Discover CRM software built specifically for non-profits

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  • Raisers Edge NXT Datasheet

    Raisers Edge NXT Datasheet

    Raiser’s Edge NXT is a complete fundraising and supporter management solution that enables charity, university or school professionals to operate more effectively and raise more funds for your mission

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  • How to Choose a Fundraising CRM - Roundtable Discussion30:46

    How to Choose a Fundraising CRM - Roundtable Discussion

    Blackbaud Europe's Rob and Collette discuss the main stages you should go through when selecting the right CRM technology for your non-profit organisation.

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  • Infographic: Building a business case for CRM software

    Infographic: Building a business case for CRM software

    Getting buy-in from trustees and colleagues can be difficult when it comes to selecting a new CRM. The post Making a Business case for a new CRM appeared first on Blackbaud...

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  • Seven tips for choosing a CRM

    Seven tips for choosing a CRM

    Only got a few minutes? Start scoping out your org's needs.

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  • Choosing a CRM as a Small Charity - Practical Considerations

    Choosing a CRM as a Small Charity - Practical Considerations

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  • How To Use a Consultant When Selecting A CRM

    How To Use a Consultant When Selecting A CRM

    By Collette Langley, Business Development Executive, Blackbaud Europe   As a member of a sales team, I work closely with […] The post How To Use a Consultant When Selecting A CRM appeared first...

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  • Software Evaluation Tipsheet

    Software Evaluation Tipsheet

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  • What is a CRM? – A quick guide

    What is a CRM? – A quick guide

    — “Customer Relationship Management (CRM) is a system for managing a company’s interactions with current and future customers. It often involves using technology to organise, automate […] The...

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