Are you in the market for a customer relationship manager(CRM), but overwhelmed with where to begin? This tool helps you think through what you need so your CRM shopping can be simplified.
This one-page document offers a helpful framework to think through, including guidance for:
Questions to answer before CRM shopping
Features to consider
Who oversees the CRM
How to ensure you're getting the most out of your CRM
Getting ready to migrate data
A CRM is an important system on your fundraising team to help you stay organized, up to date, and give you the ability to think strategically about your champion development and growth. While it's important to have one, it's just as important to be thoughtful when choosing the right one.
This go-to guide is frequently requested by ministry leaders and has helped countless organizations simplify their process for selecting a CRM.
Want to learn more? Need help applying to your ministry? A free Mission Increase coaching account includes one-on-one and small group coaching with your local Area Director.