How to Prepare for a CRM System Implementation for Your Nonprofit

Your nonprofit may be moving beyond spreadsheets to track and manage your organization’s relationships with donors, volunteers, advocates, and other supporters. Or, your team may be replacing its current system. Either way, implementing a new Constituent Relationship Management (CRM) system requires planning and preparation.

To help ensure your project runs smoothly and stays on track, we recently compiled our top tips for preparing for a CRM system implementation based on our work with 700+ nonprofits over the past 8+ years. The result: our latest guide, How to Prepare for a CRM System Implementation for Your Nonprofit.

Let us know in the comments section below if you have any tips to add based on your experiences!

Leave a Reply

top