Choosing a CRM or Fundraising Solution
There are many choices for CRM’s and fundraising solutions, and they are evolving rapidly. How do you choose the one that is best for your organization? When should the choice of fundraising solution dictate the CRM and vice versa? David Deal of Build Consulting – a vendor-agnotic nonprofit technology consulting firm – will share best practices gleaned from over 25 years of helping nonprofits select CRM and fundraising solutions, and will share key considerations about several leading solutions such as Salesforce, Raiser’s Edge, EveryAction, and more.
- Identify when a CRM-first or fundraising-first approach is appropriate
- Name leading CRM and fundraising solutions and considerations about each
- Describe best practices for selecting a solution