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The Nonprofit CRM Buyer's Guide

Your Path to Evaluating, Selecting, and Adopting the Right Platform


Written by Maureen Wallbeoff + Raise HECK
Prepared by EveryAction
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As a nonprofit, your mission is your top priority.

You know that the right platform can help you to work more efficiently, but you also know there are lots of options available. How can you make sure to choose the best fit for your organization?

Authors Maureen Wallbeoff and Raise HECK have helped hundreds of nonprofits choose and implement the right platforms for their needs, and they're here to help you too. In Part One of this guide, you'll learn to:

  • Identify when (and whether) it's time to move platforms,
  • Name what you need from a new CRM,
  • Get the most out of the buying cycle, and
  • Successfully choose a new platform that meets your needs and helps you grow and raise support for your mission.
And in Part Two, you'll discover how to:
  • Plan a robust implementation,
  • Create a change competent culture, and
  • Continually build on your use of the new platform, in order to get the most value you can from it.

The right platform can help your organization work more efficiently, optimize your existing processes, and expand your work into new programs and channels—with the same time and staff resources you already have. Download our complete Nonprofit CRM Buyer's Guide to learn more.

Download Now

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Vertical spacers are responsive and 50% smaller on mobile than on tablet+.
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TO EDIT: Change the class="spacer-3" to any number between 0 (none) and 5 (most) to resize a spacer. Ex. class="spacer-5"
Vertical spacers are responsive and 50% smaller on mobile than on tablet+.
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TO EDIT: Change the class="spacer-3" to any number between 0 (none) and 5 (most) to resize a spacer. Ex. class="spacer-5"
Vertical spacers are responsive and 50% smaller on mobile than on tablet+.

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