In this write up, we will take a close look at the different steps that needs to be followed while selecting the right CRM tool for your non profit organization.
- Do you at all require a CRM
First, the startup needs to evaluate if this platform will be used for all the stakeholder data management or just a single segment such as donors?
· Set up the present state and along with the desired state of your requirements. Always remember to maintain your strategic plan in place.
· Never get stuck with what you require what you need at the moment. Think what functions CRM will be able to do and look like in the upcoming future.
· Build the team required for the implementation of the project. Ensure that everyone has equal count of opportunity to take part in this process.
- Keeping a close watch on the budget
Have you set up a line item in your budget for technology and software usage?
· One time pricing comprising of customization, set-up and training.
· Recurring costs focuses on licensing per users per month.
· Prospective add on costs comprise of data migration capabilities.
· Never forget to find out the expected projected gain from database management.
- Reviewing the sophistication level of your data
Are you initiating from the scratch or just opting for migration from any other source? Is your data is buried in email or in paper format?
It is absolutely necessary to identify the required time and resources required for migration.
- Which reports are essential for your business decisions
· Is your firm is dependent on data based on donors and fundraising, volunteers and program impact, or funds source.
· Find out which program will be allowing you to bring these details in most easy manner.
- Judging the uniqueness of your data and also your company type?
What is the amount of customization and how much of the default software can you function with? Are you looking at integration with
· Email marketing
· Social media
· File storage attachments
- Finding the overall implementation timeline
· It is a better idea to plan for training time, adoption along with a learning curve for the team members.
· Deciding on a necessary budget for a support package if required.
· Opting for evaluation on if the present staff is in a position to implement the software or if help from a consultant is needed.
So, what are you waiting for? Choose a CRM and make the most out of it for your organization.