Powering your fundraising programs
Questions to ask before you invest in a CRM
In today’s tough economic climate, advancement teams need to stay agile, meet constituent expectations, and make faster, more informed decisions in order to achieve their engagement and campaign goals. That’s where a CRM solution can help. It’s important to note, though, that CRM is more than just a database or software product. Rather, it’s a comprehensive strategy supported by technology that helps you more effectively cultivate, engage, and manage relationships while building a strong culture of philanthropy. However, not all CRM solutions are created equal. How do you decide which CRM is for you, and is your institution ready to make that change?
Before purchasing a CRM, you need to evaluate your options, understand what you need in a platform, and decide how to implement the software into your current processes. By asking a handful of key questions up front, institutions can choose a CRM system that provides effective relationship management throughout the entire donor lifecycle.
In this eBook we will:
- Review how a CRM solution can help you share data to enhance the constituent lifecycle
- Highlight the five questions to consider before investing in a CRM
- Provide a scorecard to help you gain an understaind of your institution’s CRM readiness
Download this eBook to learn.