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

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
Part 4: Navigating Go-Live and Beyond

Now on to our final segment: what NOT to do when choosing a CRM for your nonprofit.

There are some common mistakes we often see organisations make when they approach the purchase of a new CRM solution.

Here are some of the most popular.

Replacing old with new, but not addressing the underlying issues

Often, organisations find challenges with their existing systems but don’t understand if those issues are based on functionality, poor data, a badly implemented solution, or an outdated process design.

Simply replacing your existing CRM with shiny new technology will not correct these issues – in fact, it may exacerbate them.

Inadequately articulating your requirements

One of the items often skipped in the process of gathering your requirements is understanding your overall objectives at the highest level.

It is important to articulate to your chosen provider what your organisation is looking to achieve over the coming years. This is not just important in the selection and implementation of a new solution, but as a measurement of success throughout your partnership.

Making a final decision based on price

Many times, if several providers say 'yes' to the requirements, organisations will whittle-down the providers based on price.

Price is important, of course, but it is not always as clean-cut as that, particularly in a time when many different pricing models are in play.

Understanding value and Return-on-Investment is much more important. And your vendor candidates should help you to understand how their solution can best bring value to your organisation.

 

Don't miss Parts 1-4 of our Choosing a CRM for Nonprofits series!

Part 1: Understanding Your Requirements
Part 2: Building Your Team
Part 3: Selecting a Nonprofit CRM Vendor
Part 4: Navigating Go-Live and Beyond

 


Ready to learn more?

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

 


Contact us

If you have any questions on CRM solutions, would like to find out more about Blackbaud, or are at the beginning of the solution evaluation process and would simply find it useful to chat with a professional consultant, please contact us at info@blackbaud.com.au.

 

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