I was recently attending a not for profit conference in South Australia. During a conversation with a lady sitting next to me, she explained her main reason for attending the conference was because she had just been given (aka dumped) the tasked of researching and finding a new CRM for her organisation.
She was a campaign manager, no IT experience, and from a software user perspective knew what she needed to operate her daily tasks but was unclear what other parts of the organisation might need.
She confessed that she had no idea where to start.
I knew we had several pieces of collateral that would provide overviews down to the nitty gritty of looking for fundraising software but you had to know to look for it. We started work on a practical, easy to use and understand workbook on how to select fundraising software.
This workbooks takes you through the 5 main steps to selecting fundraising software. It includes who should be involved, practical steps to determining requirements and where to begin searching for software.