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Digital Guide: A guide to choosing a CRM for heritage organisations

Download our free guide to help your organisation decide what CRM is best for you

CRM guide main.png
CRM guide main.png

Header image: Image from Canva


 

A Constituent Relationship Management (CRM) system is a central database that records, manages, and analyses the complex web of relationships between donors, supporters, funders, prospects, and other connections.

 

With so many different options available on the market, it can be hard to know what CRM to choose and whether it will be right for your organisation.

 

This guide provides an overview of everything heritage organisations need to know about choosing the right CRM. It introduces the fundamentals of CRMs and traces the steps to take when deciding on a CRM. Suggesting best practice steps and guidance, the aim of our guide is to ensure heritage organisations make the right selection and make the most out of the CRM system they have selected.

 

Download the free guide below!

Heritage Digital Skills Project

Supported by the National Lottery Heritage Fund. Aims to increase the amount of free digital skills training and support available to heritage organisations.

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Heritage Digital Skills Project

Supported by the National Lottery Heritage Fund. Aims to increase the amount of free digital skills training and support available to heritage organisations.
Already registered for Heritage Digital, fill in this form to keep up-to-date with the Heritage Digital Academy program.
The Heritage Alliance | Media Trust | Charity Digital | Naomi Korn Associates | DOT PROJECT

Funded by DCMS through The Heritage Fund's Digital Skills for Heritage initiative.
Heritage Fund