Are you looking for a new online platform to email your members, track donors, or simply identify your organization’s audience? Often, this is a constituent relationship manager (CRM) that can do this. It’s essentially a software platform that centralizes customer data, streamlines processes, and aims to improve constituent relationships, leading to increased engagement and retention.
CRM – Customer relationship managementFor a number of years, I have been helping non-profits select the right CRM or tech platform through a structured, three-part methodology. This helps you make an informed choice that is appropriate for your organization. I remove the guesswork and also help to decode the often mystifying language around CRMs. You’ll have the confidence in knowing you are making the right choice with me as your “in-house” expert. I work for you and don’t receive any compensation from the CRM companies.
How does it work?
Phase 1: Requirements Discovery (2-3 hours)
- Detailed consultation using my proprietary framework
- Identification of your organization’s specific needs and constraints
- Documentation of technical, security, and functional requirements
- Follow-up sessions as needed to ensure a comprehensive understanding
Phase 2: Market Research (7-10 hours)
- Comprehensive analysis of available solutions in the marketplace
- Evaluation of 7-10 potential platforms against your requirements
- Detailed comparison matrix showing how each option addresses your needs
- Shortlisting of top 3 candidates for deeper evaluation
Phase 3: Vendor Evaluation (3+ hours)
- Coordination and scheduling of at least three vendor demonstrations
- Attend demos to help evaluate technical capabilities
- Post-demo analysis and reporting
- Final recommendations with implementation considerations
Investment:
- 15-20 hours total at $160/hour
- Includes all research, documentation, and vendor coordination
- Optional ongoing consultation during contract negotiation and early implementation
Additional Support:
- Contract review assistance
- Writing Request for Proposals (RFPs) and assisting in the evaluation
- Implementation guidance and vendor liaison
- Post-implementation troubleshooting consultation (as needed)