Constituent Relationship Management (CRM) software is a vital tool, whether you run a small, medium, or large-sized nonprofit company. CRM software helps you run your operations seamlessly by grouping all your data on one platform and allowing you to manage your programs and campaigns without the need for a dozen other computer applications.
Reputable nonprofit CRM software, such as the one developed by Sumac – is used by various organizations, including health, environmental, animal welfare, arts, education, anti-violence, political, and more, in order to improve constituent relations, workflow, and security.
Here are a few signs of excellent nonprofit CRM software:
1. It Has Built-in Basic Nonprofit Functionality
The best nonprofit CRM software should have basic functionality built-in so that you can use the vanilla version of the software for essential functions.
2. It’s Highly Customizable
The structure of each nonprofit organization varies from company to company. That’s why CRM software should be highly customizable. You should be able to pick and choose from a variety of useful add-ons to tailor the platform to your nonprofit’s exact needs.
3. It’s Cost-Effective to Use
Budgeting is one of the biggest concerns for many nonprofits. You want top value from every product and service you use. Excellent CRM software should come at a reasonable cost for the basic package, with the price going up as you add functionality. Moreover, there shouldn’t be any hidden fees. This way, you’re charged based on your nonprofit’s needs.
Good nonprofit CRM software is often developed by conscientious companies that offer free versions to certain organizations that qualify. They want to help nonprofits access the tools and technology they need to achieve success.
4 It’s Easy to Use
You already have a variety of time-intensive duties when you run a nonprofit. You don’t need software with a steep learning curve. The right CRM software must be straightforward and user-friendly. You should be able to learn to use it in a few short hours.
5. It Offers Free Support and Training
Your organization may not have access to a robust IT department, and you certainly don’t want to pay additional costs to a CRM software company for support.
The right CRM software should include free training with its implementation services. It should also offer live support at no additional cost. Of course, the support should be on the phone with live people. Nothing is more vexing for a busy nonprofit executive than to spend hours on email or chat with an AI to address a simple concern.
6. It’s Online
Your CRM needs to be on the cloud, especially nowadays, when more people work remotely to follow physical distancing protocols. By accessing your CRM platform from anywhere, your nonprofit can improve its productivity and save on operational costs such as rent, transportation, and more.
7. It’s Secure
Unfortunately, many nonprofits are targeted on the Internet by hackers and other parties interested in breaching security. That’s why CRM software must offer next-generation protection that protects your organization’s integrity.
These are seven characteristics of excellent CRM software. With the right tools, your nonprofit can achieve its goals with greater efficiency and hit the next level.
