Expert Guided CRM software selection with your nonprofit organization
Be confident you are selecting the right software for your organization.
Selecting the right software solution consists of much more than picking software that seems to work for your nonprofit peers, talking to a few vendors and viewing a few demos.
Like it or not, your software choice dramatically impacts your organization’s success, and your organizational goals, business requirements, and technical requirements all contribute to the ultimate success or failure of your selection for years to come.
Our formal process helps reduce surprises and risk and increases end user adoption and buy-in.
NPSS’ GUIDED CRM SOFTWARE SELECTION
Choosing CRM software in an organized way tends to yield higher rates of success in using systems to their fullest extent. Our Guided CRM software selection service takes you through vendor demos, system comparisons, and project planning using selection methodologies and templates. We’re there with you every step of the way offering recommendations based on our years of experience in the nonprofit CRM software space.
DISCOVERY
Interview(s)/discussion(s) with the staff:
Understanding the organization goals and needs for a CRM software
Creating an in-depth CRM software requirements list
CRM SOFTWARE DEMONSTRATIONS
Provide client with preliminary information on how each vendor matches up to the CRM software requirements list
Schedule initial and additional detailed demonstrations between the client, vendor and NPSS
Follow up with vendors with client's questions and maintain ongoing dialogue between vendors and client
INITIAL OPTIONS ANALYSIS
Using the findings, we will finalize the CRM software requirements list
Research viable options & request for Information from Vendors
FINAL OPTION SELECTION
Request vendor contract (if applicable) and review contract with client
Check references of vendor using NPSS' proven questions to ask on a reference call
NARROW DOWN OPTIONS
Conduct vendor interviews & demonstrations to narrow down the options to 2-3 CRM software prior to the demos with client
FINAL HANDOFF
Share vendor next steps with the client
Provide client with how to prepare the organization’s data for the upcoming CRM software implementation
CLIENT TESTIMONY
“Felicia was amazing. Together with her partner, Chad Stewart, she helped us wade through the myriad of options for our new nonprofit donor management system, setting up the demonstrations, sharing our questions with the bidders and helping us assess the options.
Her expertise was invaluable, and saved us a great deal of time and money. She was fantastic to work with — accessible and patient with our many questions! And as someone who was once a fundraiser herself, she was knowledgeable about what we needed, and what pitfalls we were trying to avoid. I highly recommend her — the nominal fee we paid her and Chad saved us from months/years of wrestling with the wrong system.”
