You are currently viewing Selecting The Right CRM Platform Doesn’t Have To Be Rocket Science

Selecting The Right CRM Platform Doesn’t Have To Be Rocket Science

Investing in a new CRM platform is a difficult next step, but also a vital one to manage relationships with your supporters. A good CRM is an extension of your development team and your nonprofit as a whole. It helps you steward donors to larger gifts and more involvement in your activities.

It can be plain scary to make an upgrade and the burden on your staff can be tremendous. Sometimes you just don’t know where to begin with so many features and price points to consider. Is there support when things become difficult? Can I afford it? Will my staff revolt?

WSG has evaluates most of the available platforms currently on the market and can help you every step of the way including managing change within your organization. However, let’s just start at the beginning. We offer a one hour consultation where you can ask us anything that is on your mind. We can help you:

  • Compare platforms
  • Align expectations with transitions and service from a provider
  • Help determine your needs and align them to platform
  • Help you develop an RFP and process
  • Forecast burden points and change management for your staff
  • Anything else that is on your mind

Some of the platforms we have used or evaluated:

  • Blackbaud
  • Every Action
  • Network For Good
  • Salsa
  • Blommerang
  • Classy
  • Others

Book your consultation today.

Leave a Reply