A must-read from this month’s Fundraising magazine is Arc Data Founding Director Suzanne Lewis sharing top tips about what to consider when moving to a new CRM system for your organisation. Read the full article
This article was first published in the May 2023 issue of Fundraising Magazine and later on the Civil Society website.
Here are just a few of Suzanne’s top tips:
📈 Consider what is good about your current CRM (not just what it lacks), documenting all existing features on the requirements brief for your new CRM.
📈 Involve your daily users in decision-making to ensure you capture essential functionality requirements and training needs.
📈 Determine the purpose of your CRM: whether that’s providing accurate data, understanding the past, and/or providing reports for the future.
📈 Consider the needs of your supporters to be heard, valued and empowered — through relevant communications, getting the details right, and putting control in supporters’ hands.
Turner PR 