Discover the three-step process you should follow when selecting your first CRM, or upgrading your current solution. Updated to meet the needs of non-profits in 2019.
What does every successful non-profit have in common? Strong relationships with their supporters! With regular giving in the UK declining for the third year, it's essential your organisation can find new supporters and engage donors.
That means you need a CRM that allows you to fundraise effectively. Whether you're looking to review your existing solution or implement your first, our three-step guide ensures you do it correctly.
How to Choose a Fundraising CRM: Third Edition has been updated to suit the changing needs of non-profits in 2019. We’ve made the guide more comprehensive whilst simplifying the process into three-easy steps:
Step 1 - Preparing
Uncover your organisation's CRM needs, understand the internal sign-off process, tips for assembling an effective project team and how you can prepare your non-profit for cultural change.
Step 2 - Selecting a Vendor
From the key questions you should ask potential vendors, how you should prepare for a software demo and the guide to making the final decision.
Step 3 - After go-live
Ensure you get the most out of your new solution. Learn the actions your non-profit should take to realise the return on investment of your new solution.
Bonus Section - Top Tips (Or What Not to Do)
Avoid the pitfalls associated with evaluating CRM solutions with a list of the most common mistakes.