12 Steps to Find New Fundraising CRM Software

Download this free guide to learn the 12 steps for selecting a CRM 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!