Nonprofit Workshop Series: The Great CRM Search

Join Wendy Bolm of Commit Change and Software for Good to explore the world of Customer Relationship Management systems!

The Great CRM Search

In the past few years, the CRM field has expanded exponentially. Now it seems there are infinite choices for specialized CRMs for fundraising, sales pipelines, email marketing, and more from the big players as well as solutions from indie and open-source developers. However, many small businesses and nonprofits choose pricey large-scale solutions from corporations like Salesforce and Blackbaud when smaller, more human-centered solutions could do the job. This 90-minute session will focus on how to find wins with the products you’re using now, how to work with your team to find your biggest pain points, and how to create an incremental plan to move towards a more ideal CRM system. We’ll also cover common pitfalls to look out for when selecting a system and how to make sure that “special offers” don’t end up costing you more in the long run.