Choosing the Right CRM: A Practical Guide for Charities
Whether you're considering your first CRM, frustrated with your current system, or wondering whether it's time to replace what you have, making the right decisions can save your organisation significant time, money and stress.
In this practical lunchtime webinar led by Nicola Chowings, Thonix, we'll cut through the hype and explore what charities really need to think about before embarking on a CRM project. We'll look at what a CRM is (and isn't), how to understand your processes and data, and why organisational culture matters just as much as technology.
We'll also tackle some of the biggest questions organisations face:
When should you improve what you already have rather than start again?
Should you build something bespoke or buy an existing platform?
How do you create a realistic budget and business case?
What makes CRM projects succeed—or fail?
How do you avoid common pitfalls around implementation, data migration and system selection?
Along the way we'll share honest insights from years of supporting organisations through CRM projects, including some of the most common (and costly) mistakes we see charities make.
Whether you're a charity leader, trustee, operations manager, digital lead or anyone involved in selecting or implementing systems, you'll leave with practical advice and greater confidence to make informed decisions about your next steps.
You'll leave with:
A clearer understanding of what makes a successful CRM project.
Practical questions to ask before investing in new technology.
A framework for assessing your organisation's readiness.
Confidence to make better decisions and avoid expensive mistakes.
Ideal for: Charity leaders, trustees, operations and digital managers, programme managers and anyone responsible for choosing or improving organisational systems.