Fundraising news, ideas and inspiration for professional charity fundraisers

CRM System

Posted on 19 September 2008 at 2:46 pm
Viewing 6 posts - 1 through 6 (of 6 total)
  • Anonymous
    19 September 2008 at 2:46 pm #3212

    We are looking to introduce an effective and effcient CRM system. Please
    can anyone advise as to what is out there and will be best for our purposes
    and organisation. We are a small but growing charity requiring an integrated CRM that will allow us to manage fundraising, donor and beneficiary records/communications.

    Sujata

    19 September 2008 at 4:52 pm #10693

    I don’t think you’ll receive any useful advice at this stage as you’d need to explain more about your organisation, needs, requirements, skills, budget etc.

    If you’re clear about that then your best bet is to explore some of the CRM systems available. Try IT for Charities’ list at

    http://www.itforcharities.co.uk/crm.htm

    or LASA’s Suppliers Directory at

    http://www.suppliersdirectory.org.uk

    If you’re not clear, then you probably ought to talk to someone who can help you produce a clear statement of your needs and capacity. Some of those people visit this site from time to time, and others are on the charitywebforum at:

    http://tech.groups.yahoo.com/group/charitywebforum/

    This forum works better on the more focused or specific questions. So once you’ve narrowed the number of products down you’re welcome to ask about a particular product or two. I think you’ll get a more useful response in that way.

    19 September 2008 at 7:43 pm #10694

    Having been involved in the IT sector myself for many years as with all solutions there are many many options available.

    It depends upon the number of users, their location, the infrastructure in place at present,what level of integration you require with other systems.

    It also depends upon your budgets too.

    There are free online CRM packages like
    http://www.zoho.com/
    http://www.freecrm.com/

    And a selection here..
    http://www.smallbizcrm.com/free-single-user-crm.html

    including the free single user version of salesforce which is also available as a paid for professional version with very sophisticated functionality.

    Online solutions are particularly good if you have remote staff that need to gain access.

    Hope that helps a little..

    Keith Grinsted
    07841 312711
    kgrinsted@premiercontact.co.uk
    Premier Contact Ltd
    …making your voice heard!

    http://www.premiercontact.co.uk

    Anonymous
    23 September 2008 at 2:58 pm #10708

    In our experience, if you’re a small organisation or a big organisation, the best way to make a genuinely informed decision is to go through a thorough process of a) identifying what your project is b) identifying what your requirements are and c) formally evaluating the options available.

    Whilst there are a myriad of CRM systems out there for non-profits, the truth is that there will probably only be a small number of truly viable options for your needs – and you’ll only know what they are by going through the above process.

    A document on our website will give you an overview of the best way, in our opinion, of making such a decision –

    http://www.purple-vision.com/downloads.html

    Good luck!

    Keith Collins
    Purple Vision
    keith@purple-vision.com

    Anonymous
    1 October 2008 at 12:57 pm #10719

    Many thanks for all your helpful comments. Taking things forward accordingly.

    Sujata

    3 October 2008 at 8:38 am #10722

    Dear Sujata

    As previous commentators have mentioned there are numerous software packages available for charities to use.

    We at DMACS are authorised UK distributors of DonorPerfect fundraising software and we have recently launched in the UK, DPO GO which is specifically targeted for smaller and growing charities. DPO GO (DonorPerfect Online for Growing Organisations) starts from just £20 per month. I don’t know whether this is applicable to yourselves but I would be happy to discuss your requirements in more detail.

    You may be interested to know with DPO GO we offer a fully refundable 30 day money back guarantee if DPO GO does not live up to your expectations.

    Please do not hesitate to contact me for more information

    Nick Diplock
    DMACS Ltd
    nick@dmacs.co.uk

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