If your advancement CRM feels stuck in the past, it’s probably time for an upgrade. But it can be hard to know where to begin. Start with, Evaluating and Selecting a CRM for Advancement, a comprehensive checklist built with college and university fundraising operations in mind.
This simple, step-by-step guide will help you understand the process of assessing your team’s needs and evaluating the options before you make a decision. Download to get access to:
Tasks to complete before researching advancement CRMs
How to apply your internal work to the selection process
A 14-point checklist to evaluate an advancement CRM
