A customer relationship management (CRM) system is central to so many different functions your charity needs to fundraise and work efficiently.
It isn’t just for tracking donations; it can be used for project management, tracking prospective donors, past donors, employees, volunteers and a whole lot more.
Here are 4 tips to consider when your charity is looking for, or changing, its CRM solution.
1. Run it past your whole team and make sure everyone is on board. Explain why you are looking for a new CRM solution and how the new technology will benefit your charity as whole.
2. Understand exactly how much customisation is necessary for it to work exactly how you want it to. Create a plan to accommodate this.
3. Have a data importing tool and plan in place before you choose a CRM to make the process seamless.
4. Have an idea of what information you want the CRM to track. Ask vendors what their solutions can do in relation to what you want.
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