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There are literally hundreds of CRMs out there, so how do you choose between them? Here’s a checklist of things you should probably ask or think about before making your decision. Take a look at our CRM implementation guide too to make sure your organisation is ready to make the leap!
- Does the CRM you’re thinking about have good support – can you phone someone up and get first class help there and then?
- Can it easily talk to your website – so you can seamlessly take donations and track people’s records, book people into training courses, receive membership applications, and so on?
- How much is the licensing to use the software going to be each year – is it open-source or can you get it donated?
- How easy is it to customise – are you going to be tied in to a developer every time you want to change one small thing?
- How many other non-profits are using the software – can you get a reference or even go take a look at their system?
And what about implementation? If you’re using an external company to implement the software for you, you might want to ask them the following questions.
- How much experience of working with non-profits do they have?
- What experience of integrating with the systems your organisation uses do they have – can they integrate with QuickBooks or MYOB for instance?
- Are they going to give you a discounted rate because you’re a non-profit?
- Can you understand what they’re saying – or can they only speak in jargon?
- Get references!
Remember, implementing a good CRM is going to take some work. Make sure you’ve set aside the time and resources to do it well. Check out our implementation guide to see if you’re ready.
