How to Choose a Fundraising CRM

Blackbaud Fundraising Whitepapers

Issue link: https://resourcehub.blackbaud.com.au/i/1156772

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1 HOW TO CHOOSE A FUNDRAISING CRM SOLUTION Introduction Any successful non-profit organisation is built on a foundation of good relationships. You need to find the people who want to connect with your cause and get to know them. But as you succeed in this, your relationships will grow more sophisticated. It doesn't take long before you're managing a complex, interconnected web of data. A Constituent Relationship Management (CRM) solution allows you to make sense of this complexity and drive sustainable growth using your data. There are various stages you will go through when when selecting CRM software for your organisation. Now newly updated for 2019, this guide will take you through the different phases of the selection process – beginning with the all-important preparation, from choosing the right person to lead the project, plus how to include the rest of the organisation in the decision – right through to what questions you should ask a potential supplier before seeing a software demonstration, before making the final decision. 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, so whether you're replacing an existing solution or purchasing one for the first time, this can be your guide to selecting a solution that best suits your organisation's unique needs. 1 Introduction 2 5 7 8 Step 1: Preparation Step 2: Selecting a Vendor Step 3: After Go-Live Bonus Section: Top Tips (or What Not to Do) Contents

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