Donor retention guide: 7 strategies for fundraising success
- Fundraising ideas
- Nonprofits
- Donor Engagement
Choosing the right constituent relationship management (CRM) platform for your nonprofit organization is a big decision. This means having a thorough research process and a plan for implementing your new technology is crucial to making the right choice.
There are plenty of CRM options for nonprofits, but only certain platforms will offer the functionalities your specific organization needs to further its work. Use these three tips to guide your search for the right CRM.
Are you looking for a thorough guide to choosing and moving into a new technology platform? Download our complete nonprofit CRM buyer’s guide, produced with two of our expert partners!
From collecting contact information to managing marketing campaigns, your CRM will play an important role in helping your nonprofit further its purpose. To start your search for the right CRM, you’ll first need to identify what you’ll use the CRM for now and what it will accomplish in the future. You can lay out the plan for your CRM by:
Choosing the right platform is also important when it comes to finding support for your future goals or programs. For example, did you set a goal of launching an advocacy program or growing your recurring giving program within the next couple of years? The right software could ensure you can actively work toward achieving that goal.
Curious how the right CRM can help you grow an existing program, like a recurring giving program? Here’s our partner, nonprofit software expert Maureen Wallbeoff, with four ways you can give your sustainer fundraising efforts a boost with the right technology.
Nonprofits should feel empowered to speak up and assert their requirements for a CRM during the process of selecting, touring products and seeing demos, purchasing, and migrating into a new set of tools. Make sure the purchasing process works for you with these strategies:
The purchase process can reveal important information about the CRM you’re choosing, the team you’re working with, and what you can expect from it in the future, so take your time. You’ll be logging into and using the CRM every day, so be upfront about your wants and expectations before the purchase is complete.
Since switching CRMs is a big project, nonprofits need to proactively manage all the changes that come with it. These four essential steps can make this process go smoothly.
Hear our partner, nonprofit software expert Charlotte Kresse of Raise HECK, share three important tips to prepare your nonprofit staff for a software switch.
Be sure to proactively check in and see how your staff are doing. If your staff doesn’t speak up with questions, objections, or ideas, check in through weekly emails, meetings, or anonymous surveys so you can get their honest feedback about the transition to the new CRM.
The ultimate goal of your new CRM is to make your nonprofit’s work more efficient and organized so you can accomplish your current goals, expand into new ones, and do even more to advance your mission. For these reasons, it’s important to guide your transition to the new CRM with preparation, patience, and open communication.
Want to learn even more about how to choose and use the right technology to propel your organization to its peak impact? Download our complete Nonprofit CRM buyer’s guide, produced with expert partners Maureen Wallbeoff and Raise HECK!
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