If you’re not already using one, the idea of finding and implementing a CRM (constituent relationship management system) can be overwhelming. It’d be great if there was a one-size-fits-all solution, or if you could wave your magic wand, say abracadabra and it’d be ready to go. But since that’s not the case, we’ve got a new white paper to help you.
First you may ask, why do you need a CRM? For starters it will help you ensure that your supporter data is accurately maintained, well-organized and easy to track. Second, it will help your entire staff operate more efficiently, with universal access to supporter records to make all aspects of your outreach- from email to donation requests to actions take- more comprehensive and effective.
Ready to take the plunge? Here are a few pieces of advice:
- Give yourself plenty of time do your research, test products, make a decision and get the CRM up and running.
- Get senior management onboard to help encourage adoption of it and someone who can champion the often time-consuming process.
- Take implantation one step at a time by gradually shifting your current database(s) (even if it’s just spreadsheets and business cards) into a CRM, ensure the cleanest possible supporter data.