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3 Strategies For Selecting The Best CRM Software For Your Nonprofit

Nonprofit CRM Software is critical to success at your organization!

Investing time in building relationships delivers the best returns, and for a nonprofit  leads to exceptional results.  In this article, we discuss 3 quick items you must do before seeking a CRM software for your nonprofit to help build and develop your relationships.

Customer relationship management (CRM) software is designed to alleviate the heavy workload of managing donor records, planning and executing campaigns, tracking progress and many other time-consuming tasks.Freeing up time to pursue new donors, volunteers and plan major events is a constant challenge for many nonprofits, regardless of their size. At SmartThoughts, it’s our mission to assist you in finding the best possible nonprofit database management system for your organizations unique needs.

Keys to Selecting A CRM System 

There are literally thousands of non profit CRM software options designed for nonprofits today. Finding the one that best aligns and strengthens your nonprofit’s mission, vision and goals is a challenge. We’ve found three key strategies to keep in mind when looking for a CRM system for your nonprofit’s needs:

Create a Strategic View:

Create a strategic view of your nonprofit that includes all the present and potential communication channels you will use to reach donors. Many Non Profit  CRM systems today are built to support multi-channel communication, marketing and selling. Defining all the possible channels of communication you want to connect with donors will help to define the best possible set of CRM systems for your unique needs.


Prioritizing the most and least effective alumni, donor and volunteer strategies today and the time it takes to complete them is essential. CRM software for not for profits are excellent at automating routine tasks, freeing up valuable time. Concentrating on the most important strategies and delegating routine, manual and time-consuming tasks to a CRM system frees up many nonprofits to accomplish more.

Define Success:

Defining what success looks like for your nonprofit in terms of analytics. One of the most important aspects of selecting a CRM system for your nonprofit is determining which measures of performance (sometimes called metrics and key performance indicators) you’ll use to measure performance. A good software advisement firm will work with your nonprofit to understand how you measure success, so the best possible CRM system is selected using SMART Goals (Specific Measurable Attainable Realistic and Time-Bound).

These are few quick ideas to get your search started as you review software for your non profit organization. For assistance in selecting the best non profit CRM software for your organizations needs, contact us today.

Until then, keep SmartThoughts in mind.

Download your free software for non profit list here!


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