How To Choose a CRM - the book
If you don't know what you need, any CRM will do. Our free book - Choosing a Charity CRM - will help you figure it out before you start looking at systems.
What's inside?
We’ve been working with charities for almost 20 years and we’ve talked to thousands of them in that time, helping them to manage their data.
We’ve condensed that experience into a short free book to help you through the process of choosing a database for your non-profit.
We help you think about five key questions:
- Why do you need one? What’s the problem a database/CRM will solve?
- Who’s involved – who will be affected?
- What data and functionality do you need?
- When does it need to happen?
- How much do you need to invest?
Download our free e-book and accompanying data map template.
*We’ll send you occasional emails (monthly at most) about charities, data, and technology. You can unsubscribe at any time. We’ll never sell or share your email address with others.
More resources for new charities
Data Orchard help organisations (charities) get better with data: https://www.dataorchard.org.uk/
NCVO have lots of help and guidance, including about digital issues: https://www.ncvo.org.uk/help-and-guidance/digital-technology/#/
The Lloyds Bank Foundation and Esmée Fairbairn Foundation are two funders that provide additional funding to their grant recipients to help them with organisational development, including databases and digital. We’ve worked with Lloyds with dozens of their recipients over the years.
Triangle Consulting have produced dozens of Outcome Stars to help you track the impact you’re having. These are well tested and widely recognised: https://www.outcomesstar.org.uk/
Small Charity Week has a range of free or affordable courses on all sorts of topics: https://www.smallcharityweek.com/
Our friends at Street Smart in Belgium have a range of free training and free resources for youth workers (but useful for others too). They also have an app similar to Lamplight that’s particularly good for outreach based youth work.
Photo credits: Zane Lee on Unsplash, Jon Tyson, Shubham Dhage, Elena Mozhvilo , JOSHUA COLEMAN , Annie Spratt all on Unsplash.
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