Recording of Finding the perfect CRM for your NFP

Recording Attachments: 
PDF icon 230523 Finding the Perfect CRM Conencting Up Mally.pdf

Searching for the perfect CRM or another technology platform?

Where do you begin? What steps are required to conduct a thorough CRM search? What is the right way to approach suppliers? What are the pitfalls and roadblocks many non-profit organisations face?

Stephen Mally and FundraisingForce have conducted hundreds of technology platform searches for universities, schools, non-profit, charitable, and social purpose organisations. Stephen will answer these questions and more in this one-hour action packed webinar and will leave you with the toolset you need to conduct a search to find that perfect CRM for your organisation.

During this session we will cover:

  • Overview of products available in market
  • Six common misconceptions/pitfalls/roadblocks faced
  • Stakeholders to involve in the process
  • The ten-step CRM search process
  • How to get your leadership and board to buy-in and approve the investment
  • Steps to implement the CRM

This course is suitable for:  

  • Leadership of universities, schools, non-profit and social purpose organisations
  • Advancement Services, Supporter Services and Donor Services Managers
  • Data managers
  • Board members

Course Outcomes:

Attendees will leave the session with a ten-step CRM search process and a clear idea of the types of infrastructure required to conduct a CRM search