tech Tag

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?

1. Decide why 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?

This week marks the halfway point for the participants of the Summer Youth Employment Program. In the last two and a half weeks, current and recent high school students aged 16-24 have learned valuable workplace and life skills and already received their first paycheck. (A previous post on Lumity’s blog offers more details about the program.) [caption id="attachment_184" align="aligncenter" width="584"]The whole group after completing week 1 presentations The whole group after completing week 1 presentations[/caption] The 34 participants formed three companies and designed a logo and company description. The three companies are: