Updated guide launched to help charities choose fundraising software
27 May 2020by Aidan Paterson
Free online resource helps charities find the right CRM system for them
This article is sponsored by Blackbaud Europe - leading providers of cloud software for social good.
The fourth edition of the How to Choose a Cloud-Based CRM Guide has been released by charities’ software partner, Blackbaud Europe.
The free guide has been updated for the rapidly changing needs of non-profits in 2020. It includes a simple five-step process for selecting a solution that helps charities continue fundraising, while they work remotely during the COVID-19 lockdown.
More than 90% of non-profit organisations are using cloud computing today, and the eBook guides charities through the process of selecting a solution in five easy steps:
- Step 1 - What is the Cloud?
Learn what a cloud-based CRM is, and why it’s essential for remote working and being able to access your data from wherever you are.
- Step 2 - Preparing for your new CRM System
A list of what to consider when embarking on a new CRM project. From functionality requirements to the wider business impact that a new CRM will bring to your organisation.
- Step 3 - Selecting a Vendor
Now you need a CRM vendor to partner with in order to make the software investment, providing you with the key questions to address potential CRM vendors with.
- Step 4 - Navigating Go-Live and Beyond
Now that your solution is up and running, you need to keep track of your original project objectives so you can achieve them with your vendor.
- Step 5 - Top Tips (Or what not to do)
There are some common mistakes organisations often make when they approach the purchase of the new CRM solution. Make sure you know what to avoid!
You can download the full guide here: