Costs and Benefits of a New Nonprofit CRM

Moving to a new CRM is a step forward for nonprofit organizations. But getting to that decision can be filled questions like:

  • How do I get started evaluating the options out there?
  • What will this cost my organization?
  • How will my organization benefit from a new CRM?

 

In this on-demand, 20-minute webinar, we walk through how we think about evaluating the costs and gains of a new CRM. Not every organization is the same, and we strongly believe that embarking on a new CRM project is not simply cutting and pasting from your old system. But rather, it’s an opportunity to rethink your business processes. This webinar takes you through how to approach this change from a strategic perspective, and it will equip you with the insights we rely on when we guide our clients through these decisions.

A person smiling while writing on an orange sticky note attached to a glass wall, surrounded by other orange and white sticky notes, with a smartwatch on their wrist.

Watch the Video

What you'll learn

  • How to compare CRM costs when evaluating different options in the market
  • Tips for prioritizing what to move to your new CRM
    How other organizations spend their money and time on a new CRM
  • Benefits our clients have realized from making the transition to sophisticated CRMs
A slide titled Prioritizing Your Needs shows a 2x2 matrix with axes labeled Importance and Difficulty & Cost, and four colored quadrants: Quick Win, Strategic Investment, Low Hanging Fruit, and Nice to Have. Two people are visible in video call windows.
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