A good CRM system is crucial to nonprofit performance and growth, and a bad system can be a black hole of time, money, and patience. Most nonprofits choose a CRM once a decade, if that, and the wrong choice can be catastrophic.
So which is better: Blackbaud or Salesforce? If you need to manage member dues, should you choose iMIS, NetSuite, or Abila? Or maybe you need to focus on donor management, and NeonCRM or Little Green Light will do the trick!
As an organizational leader in charge of overseeing these decisions, your job is to identify and champion the best CRM system. But that means getting answers to questions you may not even know to ask:
What is the single most important selection criteria?
What are the pros and cons of common systems?
How do I determine whether it’s better to launch a new system or keep trying to make the current system work?
What are some common pitfalls I should plan for with a third-party software roll-out?
We have convened a panel of technology experts who have coached multiple nonprofits through the process of selecting CRMs, Association Management Systems, and Donation Management systems.
Kate Eyler-Werve, CEO of Chicago-based web design firm Mightybytes will facilitate this fast-paced discussion. Panelists include:
Tom Irvine, CIO of Chicago Community Trust
David Panitch, Co-Founder of Results Technology Group
Steve Heye, consultant with NTEN and Netsuite
Debbie McCann, Partner with W4Sight
This event is ideal for CIO’s, CTOs, VPs, and Membership Managers looking for practical real-world guidance on how to choose and implement third-party software systems from professionals who have overseen multiple integration choices. Attendees will walk away with practical tips on how to choose the right solution as well as insight into the pluses and minuses of the popular software options.
This session will be followed by a networking happy hour.