Discuss

last person joined: one year ago 

Ask a question. Give advice. Share resources. Looking for software or hardware recommendations? Want to know how others are using text messaging in their work? Trying to find examples of IT policies? The NTEN Discuss forum is a great resource for all of the above and more! It's the general discussion list for the NTEN community, and folks all over the US (and the world) are sharing their questions, answers, and news about nonprofit technology.

CRM recommendations

  • 1.  CRM recommendations

    Posted Mar 02, 2020 18:34
    Hi there,
    I'd love to hear from others which CRM solutions you are using and/or would recommend.

    I am doing work for an organization that is exploring their CRM options. They are currently using Salesforce.

    We have 10K+ on our mailing list, of those less than 500 are active donors.

    Thank you for any suggestions!
    Julie

    ------------------------------
    Julie O'Brien
    Toughpuffin Enterprises
    Langley, WA
    ------------------------------
    picture of work desk from home with notebook, glasses, coffee, keyboard


  • 2.  RE: CRM recommendations

    Posted Mar 03, 2020 09:26
    Hi Julie,

    We use Salesforce and have been providing Salesforce Integration services for 100s of nonprofits as it has become the CRM of choice because of its solid platform and enormance variety of Application found in the AppExchange.  Our clients are using salesforce for many use cases, like managing Fundraising, Donor Support, Marketing, Community Outreach, etc.    Given Salesforce architecture,you can expand the functionality to all aspects of your organizations operations only limited by your imaginatioon.

    Below is a quick summary of ECHO's Salesforce services:

    • Specialties: Sales Cloud implementations and migrations, Community Cloud, Pardot, integrations with third-party apps, custom API integrations
    • Project and ongoing support engagements available
    • Current clients range in size from 5-150 employees
    • Based in San Francisco, with team members in Bosnia and Ukraine
      • 18-hour work cycle across time zones
      • Coverage during most US holidays and ability to do overnight deployments, resulting in less system disruption and down time for clients
    • 19-person team and growing (mix of project managers, lead consultants, admins and developers)


    Best,

    Randy



    ------------------------------
    Randy Hyshiver
    Sales Consultant, IT Services
    San Francisco, CA
    rhyshiver@echots.com
    echots.com
    Visit us at Booth 456 at the Nonprofit Technology Conference March 24-26th in Baltimore!
    ------------------------------

    picture of work desk from home with notebook, glasses, coffee, keyboard


  • 3.  RE: CRM recommendations

    Posted Mar 03, 2020 09:43
    Hi Julie,

    I'd encourage you to look into EveryAction. I do work there but I also will say that as someone who worked in nonprofits with many different CRMs, I truly believe that EveryAction has an amazing platform for the nonprofit community.

    I'd also love to connect. I work with our consultant/agency partners and would be happy to tell you more about our program. Maybe we could meet up at NTC?

    ------------------------------
    Jamie Mueller
    Senior Director of Partnerships
    ------------------------------

    picture of work desk from home with notebook, glasses, coffee, keyboard


  • 4.  RE: CRM recommendations

    Posted Mar 03, 2020 10:14
    Edited by Ujjwal Shukla Mar 03, 2020 10:16
    Hello Julie

    We have recommended and implemented Salesforce for non-profits with a cost-effective path & solutions. With 10K+ on the mailing list and 500 are active donors to enhance it and get better results for the mission many new things can be done and that too keeping cost in mind. Please do connect with me on ujjwals2@damcogroup.com or visit our booth #641 at NTC2020.

    ------------------------------

    Ujjwal Shukla (DJ)– Business Manager

    DAMCO

    Ensuring Success. Always

    Direct Line: +1 609 439 4350

    Email: ujjwals2@damcogroup.com

    Website: www.damcogroup.com


    ------------------------------

    picture of work desk from home with notebook, glasses, coffee, keyboard


  • 5.  RE: CRM recommendations

    Posted Mar 03, 2020 10:52
    Julie,

    Can you provide a little more context as to the business processes you need the CRM to manage and optimize and the size of the activities and staff?   Events, advocacy, fundraising methodologies (direct mail, online only, auctions, special events, P2P, etc.), social engagement, etc.?

    I'd be glad to provide a couple other options to explore once I know a bit more about the strategy and goals of your client.

    Regards,

    --

    ------------------------------
    Dan Shenk-Evans
    Senior Consultant
    Washington DC

    dan.shenk-evans@buildconsulting.com
    (202) 321-0933
    ------------------------------

    picture of work desk from home with notebook, glasses, coffee, keyboard


  • 6.  RE: CRM recommendations

    Posted Mar 03, 2020 11:54
    Hi Julie,
    A lot of our clients that integrate with us, use Raiser's Edge, DonorPerfect or Salesforce as their CRM/ DMS. What's the front-end fundraising platform they are using? As the preference may change depending on that due to aspects of integration.
    Hope this helps!

    ------------------------------
    Aditi Jain. PMP®
    Digital Marketing Specialist
    raisin® by A.K.A New Media Inc.
    ------------------------------

    picture of work desk from home with notebook, glasses, coffee, keyboard


  • 7.  RE: CRM recommendations

    Posted Mar 03, 2020 11:57
    We have had great success with CiviCRM, and happy to share our experience with you. We use it for membership management, mass emails, events management, fundraising and more!
    --
    Roshani Kothari | Technology & Digital Operations Director

    m: +1.202.384.6852 | o: +1.323.936.3010 x706 | LinkedIn

    e: roshani@plasticpollutioncoalition.org
    https://www.plasticpollutioncoalition.org/
    Working together to stop plastic pollution
    Join the Coalition | Donate



    picture of work desk from home with notebook, glasses, coffee, keyboard


  • 8.  RE: CRM recommendations

    Posted Mar 03, 2020 12:52
    Hi Julie,

    You have received a number of recommendations here already. What I'd like to know is, what is your motivation for switching a CRM system? You mention that only a small percentage of your database is actually active donors. Does this imply that your database needs are compact, or do you mean that this in itself is an issue? Both are valid concerns, however, the solutions, in either case, may differ considerably.

    I help non profit organizations of all sizes and varying needs and operations select CRM, and I am happy connecting offline to discuss more (no obligation!) -- feel free to connect using my information below.


    ------------------------------
    Medha Nanal
    Strategic Data/Database Consultant for Nonprofits (Fundraising, Operations, Programs)
    www.topcloudconsult.com
    medhananal@topcloudconsult.com
    650.600.9374
    ------------------------------

    picture of work desk from home with notebook, glasses, coffee, keyboard


  • 9.  RE: CRM recommendations

    Posted Mar 03, 2020 12:56

    I wish I could help more but it *really* depends...

     

    We have used CiviCRM at many orgs and it works well for some and not as well for others. It can be a good option to consider in some cases.

     

    Dynamics can be worth considering if you're already in the Microsoft ecosystem.

     

    If cost and complexity are big barriers, then Neon and Little Green Light might fit.

     

    If you can mention what overall CRM needs you have that will help to get more relevant input. Some CRMs such as Salesforce are fairly broad, but many are more focused (like on fundraising/donations for example). You mentioned mailings, but do you also need donations? Events? Memberships? Case management?

     

    Thanks,

    Martin

     

     


    Martin Hansen
    Senior Consultant / R&D Lead
    519.725.7875 x2120 | 888.817.3048


    http://www.peaceworks.ca/sites/default/files/sig/pwsqlogo.png

    PeaceWorks™ Technology Solutions
    101 - 554 Parkside Drive,
    Waterloo ON  N2L 5Z4
    www.peaceworks.ca

     

    Mission driven technology solutions

    http://www.peaceworks.ca/sites/default/files/sig/facebook.png

    http://www.peaceworks.ca/sites/default/files/sig/bcorp.png

    http://www.peaceworks.ca/sites/default/files/sig/linkedin.png

    http://www.peaceworks.ca/sites/default/files/sig/rss.png

    This communication is intended for only the party to whom it is addressed and may contain information that is privileged or confidential. Any other distribution, copying or disclosure is strictly prohibited and is not a waiver of privilege or confidentiality. If you have received this telecommunication in error, please notify the sender immediately by return email and delete this message from your computer.

    Please note: If you do not wish to receive promotional emails from us, please reply to this message indicating your preference and we will refrain from sending further promotional emails.

     




    picture of work desk from home with notebook, glasses, coffee, keyboard


  • 10.  RE: CRM recommendations

    Posted Mar 03, 2020 21:10
    Hi Julie,

    Full disclosure: I'm a CRM assessment consultant, and I help nonprofits pick CRMs all the time. I'm full independent and I'm not paid by any CRM vendors.

    It's hard to recommend a CRM without knowing your operations better. CRM has become a word with no consistent definition. For some people, it might include digital marketing features, or payment platforms, or case management systems, etc. Having a clear sense of your use-case would help a lot in narrowing down the options.

    Organizations managing ~500 donors typically look to options like Little Green Lights, Bloomerang, eTapestry, and Neon rather than Salesforce or Raiser's Edge. This also depends on your staff and skillsets. Happy to speak further - you can use the link in my signature if you'd like to connect directly.

    ------------------------------
    Isaac Shalev
    http://www.sage70.com
    Stamford CT
    @Sage70
    isaac@sage70.com

    Schedule a Call: https://www.calendly.com/sage70/30min
    ------------------------------

    picture of work desk from home with notebook, glasses, coffee, keyboard


  • 11.  RE: CRM recommendations

    Posted Mar 04, 2020 14:19
    Edited by Medha Nanal Mar 04, 2020 14:51
    I believe that Isaac brought up a very important point that is relevant to this topic.

    Essentially, I agree, that the term CRM has become a bandwagon with every vendor jumping on, when in reality, many offer only a fancy form or user experience.

    The term CRM should be used for those systems that provide a strong database and related feature set, and preferably makes many database features directly accessible to the user to tune-up or configure as per their needs. An online payment/donation processing system that allows you to draw pre-configured reports based on a campaign may not qualify to be called a CRM, however, many vendors offering such a system call themselves a CRM.

    To assess your needs, first find out if you are looking for a new database, or a system to offer ease of use, such as an app to help you process payments and donations etc.

    One more note related to Salesforce: Salesforce strategy has been in the direction of developing it as a database and related feature set (which they call a Platform). This means that, if an end-user is looking for additional, user-centric tools such as mass communication, campaign management or donation processing forms, the expectation is to run the platform along with third-party solution intended for that specific purpose. Salesforce marketplace has several of these solutions for additional cost. This is like ordering everything a-la-carte. Essentially you can put together any combination of dishes, and you do the selection.

    Some other vendors have identified this need, and often bundle both the database as well as the user-centric tools (at least a few though not all) -- to offer a more encompassing solution. This is like ordering a lunch combo - where you will typically get a drink, a dessert and an entree. Here, the combo is pre-determined. If it works for you then great. If you would rather substitute rice with bread, it may not be easy.

    As the last point, Salesforce is expected to bring payment processing solution as a part of the Nonprofit Cloud (previously NPSP). It's expected to release some time in summer.

    Hope this helps. Happy to clarify any points further.


    ------------------------------
    Medha Nanal
    Strategic Data/Database Consultant for Nonprofits (Fundraising, Operations, Programs)
    www.topcloudconsult.com
    medhananal@topcloudconsult.com
    650.600.9374
    ------------------------------

    picture of work desk from home with notebook, glasses, coffee, keyboard


  • 12.  RE: CRM recommendations

    Posted Mar 05, 2020 07:15
    I agree with Medha.

    And would also add that the same is happening with CRM-type companies jumping on the Document Management bandwagon.

    Every software solution has a CORE specialization typically with ancillary modules/features and bring value however they are limited and not a "strength".

    ------------------------------
    K. Howard Enterprise Solutions LLC
    Kyle O'Donnell
    President
    973-866-7366
    kyle@khesolutions.com
    www.ademero.com
    ------------------------------

    picture of work desk from home with notebook, glasses, coffee, keyboard


  • 13.  RE: CRM recommendations

    Posted Mar 05, 2020 09:02
    Hi Julie,

    You've gotten a lot of good advice. When we get questions like, "what CRM would you recommend?", it's sort of like asking, "what size pants do you recommend?" It depends!  The most important step (sticking with the pants analogy) is to measure yourself.

    I wrote a short paper on this topic if you're interested. https://benefactorgroup.com/finding-fundraising-crm-software

    Good luck!

    - Steve

    ------------------------------
    Steve Beshuk
    Vice President
    Columbus, OH
    ------------------------------

    picture of work desk from home with notebook, glasses, coffee, keyboard


  • 14.  RE: CRM recommendations

    Posted Mar 05, 2020 18:46
    Thank you all for the great input and thoughtfulness that went into your replies! I really appreciate the all the great insights you have provided. I look forward to meeting and talking with you more at NTEN.

    Take care,
    Julie

    ------------------------------
    Julie O'Brien
    Toughpuffin Enterprises
    Langley, WA
    ------------------------------

    picture of work desk from home with notebook, glasses, coffee, keyboard