How to shop for the best CRM software for nonprofits
CRM software for nonprofits Buying Guide: Nonprofits are constantly competing for donors’ attention – but sometimes they’re missing out on the benefits of integrating CRM software for nonprofits. Here are some tips for making sure your nonprofit gets maximum value from its CRM system:
1. Choose CRM Software that Is Right for Your Nonprofit
CRM software for nonprofits has become an essential part of effective fundraising operations. But choosing the right CRM software for your nonprofit can seem overwhelming. Start by asking yourself these questions: What kind of donor information does my nonprofit collect? How much data am I collecting? Do I plan to sell products or services? Am I looking to automate repetitive tasks, track donations, manage volunteers, or provide reports and analytics? When will I be ready to roll out CRM? Will we need multiple databases or just one? And how complex is my nonprofit’s organizational structure?
It may sound like a lot to think about when selecting CRM software, but it doesn’t have to be. The answer lies in knowing exactly what you need your CRM platform to do for your organization. Once you’ve decided what you need, you’ll be able to make a decision based on what fits your needs best.
2. Understand Your Data Needs Before Purchasing CRM
Before purchasing a CRM software for nonprofits, ask yourself what type of data you need to store. Are you primarily interested in managing donors or tracking transactions? Understanding your data requirements before investing in a new technology will allow you to choose CRM software that meets your needs and avoid unnecessary costs. For instance, if you only need to capture contact information for your database, consider an email marketing solution instead of spending money on a CRM package.
3. Test Drive CRM Systems Before Purchase
Once you’ve figured out what you need, test drive several different CRM platforms. As you explore various CRMs, look for features that meet your specific needs, including:
• Integration with your existing systems
• Ability to import data from legacy systems
• User interface flexibility
• Reporting capabilities
• Customizable dashboards
• Customer service support
4. Consider CRM Software Options Beyond Salesforce
Salesforce pioneered the modern day CRM industry and remains a leader; however, there are plenty of options beyond Salesforce.