Choosing a CRM for Nonprofits, Part 4: Navigating Go-Live and Beyond

July 22, 2020 Brian Isaac

If you're just starting to read here, don't forget to catch up with Parts 1-4!

Part 1: Understanding Your Requirements
Part 2: Building Your Team
Part 3: Selecting a Nonprofit CRM Vendor


In Part 3 of Choosing a CRM for Nonprofits, we learned how to choose the right vendor to partner with in order to make the right cloud-based CRM investment.

Now you've reached the big day: your CRM is now up and running!

Here are two of the most important things to keep in mind once your solution is live:

  1. Keep in mind what you want to achieve after this go-live. This is only the beginning in terms of your partnership with the new vendor, and in realising the return on investment of your new solution.
  2. Now that your solution is up and running, it’s a good idea to keep track of your original objectives for the project, then you can work with your vendor to understand how to best achieve them.

Any reliable vendor will help you understand all of this too and will help you to build a picture of what success looks like. If you can introduce these expectations right from the start, you will be able to work together to understand how to best achieve your goals.

Ongoing Support

The best CRM solution providers will have Customer Success teams who are invested in helping you get the most from your system for as long as you are a customer. You may also have an Account Manager as a key point of contact as well as the customer support team who you can call with specific ‘how-to’ questions.

Understand from the very start what the structure looks like and who the right contact is for each kind of enquiry you may have. This is important to consider as part of the process – you need to know you will be fully supported after go-live.

Find out what your vendor offers in terms of...

  • Telephone support
  • Chat support
  • Community support

All of which you might need at some stage! Your team will work in different ways, so it’s important that your vendor can cover all bases and has a clear support programme outlined.

 



Ready to continue?

The above post covers the foundation for navigating your go-live and ensuring  you have the best support for your team as you set your CRM live, but there's more to consider when selecting the CRM solution that’s right for your organisation.

Our brand new How to Choose a Cloud-Based Fundraising CRM Solution guide will take you through the entire process. Through our many years of working closely with non-profits, we bring our most up-to-date expertise and knowledge of the process to this how-to eBook. Follow the steps and tips we cover in the book to choose the solution that's right for you.

Download the full ebook now

 

Continue to Choosing a CRM for Nonprofits, Part 5: Top Tips (or, What Not to Do)

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Previous Article
Choosing a CRM for Nonprofits, Part 3: Selecting a Vendor
Choosing a CRM for Nonprofits, Part 3: Selecting a Vendor

Part 3 of 5: Learn how to choose the right vendor to partner with in order to make the right cloud-based CR...

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Choosing a CRM for Nonprofits, Part 5: Top Tips (or, What NOT to Do)
Choosing a CRM for Nonprofits, Part 5: Top Tips (or, What NOT to Do)

Part 5 of 5: Learn what NOT to do when choosing a CRM solution for your nonprofit.

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