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Tips on getting started with a new CRM project – with Heather Black & Julia Whitehead
Howard Lake | 29 January 2021 | News
For those of you who are planning to work on a new CRM project in 2021, we asked two highly experienced CRM consultants to share their advice in just six short, essential tips.
Heather Black is Managing Director at Economic Change (and Salesforce recruitment agency Supermums) and Julia Whitehead is Head of Customer Success at Giveclarity. Both organisations are Salesforce consultancies and partners, but their advice applies to any new CRM project or product that a charity or social enterprise might be approaching.
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Together they shared their combined experience of many charity and social enterprise clients and CRM projects, offering a concise but detailed guide for charities large and small.
Talking to UK Fundraising’s Howard Lake, they shared six tips on how charities can get started with a new CRM project. They took it in turns to share, with Julia starting and Heather concluding:
• Set clear goals
• Create a Project Team
• Choose a partner that understands fundraising
• The value of being Agile
• Involve end users in testing from day one
• Empower the team
- Find all the content in UK Fundraising’s CRM month 2021 in one place.
- Salesforce reaches half a billion dollars in all-time giving (25 April 2022)
- Salesforce ditches .org on social, moving all content to main accounts (5 May 2023)
- Salesforce.com Foundation to speak at trusts workshop this month (17 October 2006)
About Howard Lake
Howard Lake is consultant editor of UK Fundraising. He founded the site in 1994 and successfully sold it in 2022. As director of Giving X Ltd he is exploring growing giving on a massive scale.
He is the founder of Fundraising Camp and co-founder of GoodJobs.