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 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.

Salesforce nonprofit cloud software
CRM Integration for Nonprofits, 2018 report from Tech Impact