Understanding Your Nonprofit’s Needs Identifying Key Features Before jumping into the sea of nonprofit CRM software options, the very first thing I do is sit down and think about what my nonprofit actually needs. It’s all about the features—look for things like donor management, event planning, and reporting tools. Each nonprofit is unique, so what […]
So, you’re in the market for a CRM, huh? I’ve been there, and trust me, it can feel overwhelming with a ton of options out there. But fear not! I’m here to share my experiences on how to compare 10 different CRM software options. Let’s break it down into some manageable parts, shall we? 1.
Define Your Business Needs Understand Your Current Processes Before diving headfirst into comparing different CRM options, I found it incredibly helpful to take a step back and assess my current processes. What’s working, what’s not? Checking in on how my team currently interacts with clients and processes data is essential for picking the right tool.