CRM

Startups often rely on spreadsheets and open-source database software to keep track of their donors, potential funders, subscribers, etc. but then reach a point at which they need more a more sophisticated customer relationship management (CRM) program.

Some tips from a 2018 playbook published by the Shorenstein Center on Media, Politics and Public Policy in Collaboration with News Revenue Hub:

  • Consider opportunities to partner with other organizations to share costs and tackle technology projects jointly.
  • Keep in mind all technology tools require upkeep—so the more tools you have, the more you’ll need to budget for maintenance.
  • You’ll either need someone on your staff, or available to you as a volunteer or contractor, who can not just implement fancy tech but can advise on what makes sense for your organization.
  • If you struggle to find tech-focused personnel, keep your tech as simple as possible and suppress the urge for customization until you get good help and good advice.

RESOURCES:
Salesforce nonprofit cloud software
CRM Integration for Nonprofits, 2018 report from Idealware