CRM Software Selection: A Comprehensive Guide
This course guides you through the process for selecting Constituent Relationship Management (CRM) software.
This course covers best practices and tips for selecting nonprofit CRM software. CRM, or Constituent Relationship Management, can include the data systems you use to track and manage relationships with donors, volunteers, program participants, activists, and similar types of constituents.
By completing the learning activities and homework assignments, you will:
- Assess your organization's needs for new software.
- Design a software selection process appropriate to your situation and based on best practices.
- Determine criteria for how you will make your decision.