Fundraising news, ideas and inspiration for professional charity fundraisers

Avoiding the pitfalls of CRM selection

Avoiding the pitfalls of CRM selection

Selecting a new CRM system can be a really promising project for your organisation as it holds the potential to excel the way you interact with your donors, members and supporters, as well as automate your manual processes. However, get the selection project wrong and it can equally have a transformative but negative impact for your organisation.

When selecting a CRM system, it should not be rushed. Do it right and you should not have to revisit your decision for at least another 10 years, otherwise you need to question the success of the procurement and implementation process.

Charity CRM software provider, Access Group have put together a shortlist of the key dos and don’ts every organisation should consider before they begin their CRM selection project, based on their 25 years of working on software projects with their 1200+ NFP clients.


Find out how Access Group can help you with your CRM requirements:

Tel: 0845 345 3300


Howard Lake is a digital fundraising entrepreneur. Publisher of UK Fundraising, the world's first web resource for professional fundraisers, since 1994. Trainer and consultant in digital fundraising. Founder of Fundraising Camp.

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