Time to look for a new fundraising CRM?

Time to look for a new fundraising CRM?

This blog was contributed by Blackbaud Europe. Blackbaud is the leading global provider of software and services designed specifically to meet the needs of the non-profit sector. They’ve been helping non-profits use technology to operate more efficiently, build stronger donor relationships and reach out to new supporters for over 35 years, and now work with over 1,800 non-profits across the UK and Europe. 

38% of charities in the UK are planning to review the software they use to manage their donor data in 2017, according to Civil Society’s annual CRM survey.

With GDPR just around the corner, due to come into force on May 25th 2018, it’s perhaps not surprising that lots of non-profits are reviewing the way that they manage their data this year. But even so, 56% of charities still say that they review their CRM software every five years.

Reasons to review

There’s lots of advantages to regularly reviewing your CRM software. There might be a newer version of your solution on the market, or an alternative that better fits your needs. You might just want to reconsider how much you’re spending.

Or perhaps there are forces outside of your organisation that are impacting the way you work, meaning you need some new functionality. GDPR might be the latest of these forces, but it isn’t the first and it won’t be the last. The way we interact with donors has been constantly evolving since CRM software first hit the scene over 30 years ago; crowd and social media fundraising, for example, definitely weren’t a thing back then.

If you’re looking for your charity’s first CRM, then there’s even more reason to review how software might help your organisation. As well as helping manage regulatory requirements, your first CRM can help you save time by automating data entry or consolidating gift processing and email marketing within one system. Meaning you can spend more time focussing on fundraising and your supporters.

But where do I start?

Knowing that CRM software can help you work more efficiently is only the start. The next step is deciding what you need your solution to actually do. And that can be tricky. Where are you supposed to start? What should you prioritise? Who is the right partner? Is it even worth the money?

That’s why we wrote the Guide to Choosing Fundraising CRM Software. So that you can make an informed decision about what software is best suited to your organization. The impartial guide has been written specifically for non-profit’s, to help you start evaluating your specific technology needs.

The guide explains the process you’ll want to take in five simple steps (and plain, jargon-free English!), from scoping out requirements to shortlisting your options and implementing a new system. And you’ll get some top tips for tackling any awkward conversations around data migration or investment, and building a business case to show your board.

And because starting the process with a blank page can be hard, there’s also a requirements checklist to give you a head start. We’ve listed out over 200 functional considerations across 14 operational areas, so you can start by ticking off the tools that are most to your organization. Simple!

Check out the How to Choose a CRM Toolkit today and download your free resources.

Leave a Comment

Your email address will not be published. Required fields are marked *