Product Spotlight: Beyond Excel and Access – A Buyer’s Guide to Choosing a Nonprofit CRM

If your nonprofit is struggling with many communication channels, people who play multiple roles, and lots of different places to keep track of all that information, what’s your next step? Finding the right Constituent Relationship Management (CRM) can be your system for holding it all together. Underpinned by a database and a set of integrated communication tools, your CRM can streamline your work; it can improve results of fundraising, advocacy and marketing efforts; and it can increase your impact.

Choosing the right CRM software for your nonprofit can be a daunting task. Join this free spotlight from the databank and get basic knowledge you need to assess return on investment for this type of technology, do some informed shopping, and feel confident in your decision.

After participating in this webinar, you’ll have all the basic knowledge you need to assess return on investment for this type of technology, do some informed shopping, and feel confident in your decision.

 

Takeaways:

  • What is a CRM and how can it help your organization
  • Understand key features to look for in CRM software for nonprofits
  • Identify your nonprofit’s needs and priorities
  • Avoid common traps and mistakes in buying nonprofit software
  • Know what to budget, and pay a fair price for the software and service

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About the Presenters:

Over the past seven years, Melissa Imboden has gone from Marketing Intern to Marketing Manager of thedatabank, where she oversees all marketing activities and manages partner relationships. She enjoys helping nonprofits leverage their data to create positive social change in the world. Having worked for both nonprofits and thedatabank, (a CRM software provider for nonprofits), she has a broad understanding of nonprofits’ data management needs and how having the right technology can make a world of difference in the future of their organization.

Julius Rainey is the IT Director for Parents for Public Schools and will be sharing his experience of choosing a CRM for his national organization.