Fundraising news, ideas and inspiration for professional charity fundraisers

The Charity CRM Manifesto – are you with us?

The Charity CRM Manifesto – are you with us?

The CRM manifesto represents what we hear charities and non-profits demanding from their CRM in 2017. This is how we build Donorfy.

Our CRM has got to be modern – genuinely, not a wolf in sheep’s clothing.

It needs to work on smartphone, tablet, laptop, desktop. Wherever I work, it needs to work.

It’s got to speak fundraising – we don’t want a sales tool bent out of shape.

It’s got to be smart, easy to use and easy on the eye.

It’s got to work with the other digital fundraising tech that we use.

It can’t take an age to set up, like those old systems did.

It has to come recommended – and not just by the supplier.

We want to choose it on our terms, not be a part of a cheesy “sales process”.

Support has to be there when we need it, and fast.

It has to comply with all the data protection legislation we have to deal with these days.

We want a choice of consultants to help with our data. Not just techies either – people who know fundraising.

We’ve got to want to use it – a CRM is no good if people don’t want to engage.

It has to make life a bit easier. What’s the use of tech if it doesn’t do that?

We’re not made of money. It has to be affordable and fair.

We’re going places, so we want to work with people who will help take us there.

This may be too much to ask, but it’s got to be really smart and powerful, AND ridiculously easy for our volunteers to use.

And…, it’s got to be in the cloud, obviously.

Ready to take action? Join up.

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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