Today's CRM systems are much more than the original "Customer Relationship Management," systems that tracked customer names and addresses, and little else. Today's CRM systems are complex platforms that track every aspect of a company's client relationships and activity. Nonprofit CRM systems, also known as "Constituent Relationship Management" systems, similarly can track almost any piece of information about all of your supporters.
Recent Posts by Wendy Levine:
Wendy Levine, on February 11, 2020
We sat down recently with Joyce LeBombard, the President of the League of Women Voters Austin Area, to talk about the process her organization went through to select a software system. Joyce and the League of Women Voters Austin Area (LWV-AA), the largest League of Women Voters chapter in Texas, have agreed to let us follow them through their implementation and share their story with other organizations who might be going through the same process. We started by discussing how they made their system selection in the first place.
Wendy Levine, on October 3, 2019
Managing a software selection project
Whether your nonprofit is looking for a new CRM system, an event tool, or a complete digital marketing and donor management platform - an organized software selection project will ensure that you find the right solution for your organization.
A good selection project consists of the following:
1. Project team and executive sponsor
Selecting a new software system can be a huge decision. Take the time to consider what and who will be impacted by the change, and then put together a team that has the time and knowledge to assist with the selection process. Depending on the size of the project and the size of your organization, a project team may range anywhere from 2 members to 10.
When putting your project team together, consider the following:
- Who will be directly affected by the new system?
- Who will have the most valuable input? Don’t overlook lower-level employees who have been with the organization for a long time and may have a very different perspective from leadership.
- Who are the biggest users of the current system? Whether software or a manual system is being replaced - you will need to make sure that you aren’t losing needed functionality.
- Who will be the biggest consumers of information coming out of this system? Your ED will need operational reports, the board will want high-level intelligence, and others will need specific information to do their jobs effectively.