Selecting the Right CRM - and Making Sure Staff Use it Effectively
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Transcript of Selecting the Right CRM - and Making Sure Staff Use it Effectively
www.idealware.org
A Consumers Guide to Donor Management Systems
You Might Not Need to Change…
Switching Constituent Management Systems
What Are Your Priorities?
Keep In Mind: Where Are You Going?
How Do the Systems Compare?
Help me make my short list…
You are a small but growing organization and price is critical…
Track all of your constituents in one system…
You need to integrate the system tightly with email and your
website…
You need something highly configurable…
Planning for Your Selection
Identify a Team of Stakeholders
Prioritize a Features Wish List.
Do Your Research
… and schedule vendor demonstrations.
Rank the systems against your wish list
Implementation, Configuration and Migration
Implement: Setup
Install the System
Configure (and Customize)
Data Migration
The Process
What Data do you Really Need?
Clean Up Inactive Records
Clean up Duplicate Data
Get Help With Migration!
Do You Need a Consultant?
Defining Usage and Integration
Know Who is Working With the Data
Set Clear Data Entry Guidelines
How Do You Enter Data Uniformly?
Define Who Should Do What
Consider Software Integration
Accounting Considerations
Supporting the Technology Transition
Don’t Stop Here!
Define Usage and Support
Train People
Measure and Check-in