Posted at 10:00h
A CRM is a client/ customer relationship management tool. It is a database system for tracking constituents, donors, members, volunteers and more.
How do you select the right one for your nonprofit organization?
you need a CRM – Are you planning to use it as a platform for all stakeholder data management or for a single segment, like donors?
Have all stakeholders (not just leadership) been involved in the process? Write down your goals for selecting a CRM. Establish the current state and the desired state of your needs. Remember to keep in mind your overall strategic plan. Don’t get stuck with what you need right now.
Think about what the CRM will need to do and look like in the future. Establish the team needed for the project. Make sure everyone has the opportunity to participate in this process. Also, is your staff capable of setting up and customizing a CRM or will you need external help?