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Fundraising CRM Software

12 Steps to Find New Fundraising CRM Software

Download this free guide to learn the 12 steps for selecting a fundraising CRM software for your organization

  • Step 1: Recognize the value of the process
  • Step 2: Assemble your team
  • Step 3: Understand the strategic drivers
  • Step 4: Define your requirements
  • Step 5: Write the RFP
  • Step 6: Do your research
  • Step 7: Create a vendor scorecard
  • Step 8: Score the proposals
  • Step 9: Conduct vendor demos
  • Step 10: Check references
  • Step 11: Celebrate!
  • Step 12: Don’t forget…
  • Step 13: Bonus step!


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