The Do’s and Don’ts of CRM Procurement
Purchasing a CRM system for your nonprofit—whether it’s an educational institution, healthcare foundation, charity, or membership organization—is a long-term decision.
The CRM system you purchase today should meet your needs for about ten years. If it doesn’t, it will most likely be because of problems experienced early on with your procurement and implementation processes.
With over 400 leading nonprofits currently using thankQ CRM, we have had the opportunity to see a variety of approaches to system procurement firsthand. Some of these purchasing processes have been smooth and efficient… others, less so.
To help you through your decision process, we’ve assembled our top “do’s and don’ts” to help you avoid the pitfalls of system selection.