How to Choose a CRM

Software Evaluation Tipsheet

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© September 2016 T 0207 601 7100 E W Continued… It's tuned into your work wavelength. There are thousands of database systems. Make sure you select a software solution that's designed specifically for your non-profit needs and fundraising workflow. You're up and running in no time. Good user interfaces are intuitive - you can figure out how to run them without tons of training. No flash cards needed. You get metrics that matter, fast. Quality reports are a key feature of any good donor database system. Be sure you can easily pull accurate information to gauge your organisation's progress. It's got the right accessibility. Will you only use software on office computers? Or do you prefer a smart cloud solution that's easily accessible from anywhere? Make sure your system lives in the right place. You won't hunt high and low. Good software is easily searchable. Check to ensure that you can perform search queries without signaling an SOS to support. It meets your needs. And your budget. Avoid shiny object syndrome. Make a list of features that you need to have, features that would be nice to have, and features that you don't need at all. Align your software accordingly. It plays well with others. You work with a lot of programmes and systems. Select a solution that integrates with as many of them as possible. WHAT TO LOOK FOR IN FUNDRAISING AND DONOR MANAGEMENT SOFTWARE Meet Big Needs for Small and Growing Nonprofits

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