Attention, CRM Shoppers! A Guide to Choosing CRMs and Integrating Related Tools and Apps
You have a mature, complex program—it’s now assumed that you’ll choose tools and strategies that can provide that elusive and all-important 360 view of your supporters. Is an all-in-one system the only way? Or can you craft a connected “ecosystem” of individual tools that actually works for your unique needs? And how do you know the right questions to ask to help anticipate your needs BEFORE you even pick new tools or technology? With questions like these, it’s hard to know where to start.
We’ll share insights from experts who have tackled this challenge, their take on the tools they reviewed, and the strategies that had to be in place before they figured out the best tools, and offer recommendations for a smart process that can help your organization identify unlock a fully integrated view of your supporters.