Choosing the right CRM system for your non-profit can be a tricky process, so how do you decide? There is significant time and financial investment so you don’t want to risk getting it wrong.
We would suggest the first task is mapping out internally what a system would be used for and by whom, this process ideally would be accompanied by demos from system providers so the team understand what is possible and so can be thorough in their planning. Once you have your wish list you can then ask the right questions of system vendors.
Information to prepare about your organisation:
Questions to ask system providers..
Track Record /Reputation
We actively support non-profits to plan and prepare their requirements gathering for systems in our CRM Planning Workshop – Join the workshop to learn more http://www.economicchange.co.uk/events/
Contact us to get a demo of Salesforce CRM for your non-profit or for further support at firstname.lastname@example.org
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August 12, 2017
August 4, 2017