civictech

civictech

Nonprofit CRM Profiles - Salesforce with Nonprofit Starter Pack (NPSP)

This is the first of a series on evaluating the various nonprofit Constituent Relationship Management (CRM) systems.  

Salesforce is a major player in both the corporate and nonprofit CRM space.  For over a decade, the Salesforce foundation donated their product to nonprofits and many organizations took them up on their offer to some degree.  There are poorly implemented nonprofit Salesforce instances and absolutely game changing Saleforce implementations and everything in between.  My evaluation is based on having implemented salesforce over a dozen times over the last decade. 

How to Conduct a Nonprofit CRM Selection Process

Constituent engagement is the lifeblood of most nonprofit and civic organizations. Constituent Relationship Management (CRM) consists of the people, systems and processes that allow organizations to build growing networks of deeper relationships. Selecting the right CRM system (the database, communications tools, and analytical reporting capabilities) is a vital activity that many nonprofits go through every 4-5 years as the CRM market changes with new capabilities to engage constituents and track interactions.