# Tips on getting started with a new CRM project – with Heather Black & Julia Whitehead

- Link: https://fundraising.co.uk/2021/01/29/tips-on-getting-started-with-a-new-crm-project-with-heather-black-julia-whitehead/
- Published: 2021-01-29T00:01:45+00:00
- Author: Howard Lake

**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](http://www.economicchange.co.uk)(
and Salesforce recruitment agency Supermums) and **Julia Whitehead** is Head of 
Customer Success at [Giveclarity](http://www.giveclarity.org). 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.

## Advertisement

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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 

 

 

 

[Follow @HeatherJBlack](https://twitter.com/HeatherJBlack?ref_src=twsrc%5Etfw)

 

 

 

[Follow @JuliaYted](https://twitter.com/JuliaYted?ref_src=twsrc%5Etfw)

 

 

 

 * **Find all the content in [UK Fundraising’s CRM month 2021](https://fundraising.co.uk/2021/01/15/crms-the-heart-of-fundraising/)
   in one place.**

 * **[Salesforce reaches half a billion dollars in all-time giving](https://fundraising.co.uk/2022/04/25/salesforce-reaches-half-a-billion-dollars-in-all-time-giving/)**(
   25 April 2022)
 * **[Salesforce ditches .org on social, moving all content to main accounts](https://fundraising.co.uk/2023/05/05/salesforce-ditches-org-on-social-moving-all-content-to-main-accounts/)**(
   5 May 2023)
 * **[Salesforce.com Foundation to speak at trusts workshop this month](https://fundraising.co.uk/2006/10/17/salesforcecom-foundation-speak-trusts-workshop-month/)**(
   17 October 2006)