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Nonprofits and CRM

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.

For lots more about finding and implementing the perfect CRM for you, read this free white paper, written by 501cTECH’s Abigail Goliber, who’s got tons of nonprofit and IT experience to share.

Topics: Supporter Management