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Sun, May 14, 2017
Last week, Civil Society reported that "almost 40% of charities are considering reviewing their current CRM system with the launch of the FPS [and] GDPR." My message to such charities is: hang on, wait a minute, do you really need a new CRM system or fundraising database? Buying and implementing a new system is complicated, expensive and takes up plenty of your resources. So before you do that, there are a number of things you should do first:Talk to your current database supplier. This has to be your first course of action. What do they recommend? What are their plans? [...]
Source: Databases For Charities blog
Mon, Apr 24, 2017
Production floor
My second post in an on-going series of blogs on lessons we can learn from commercial sector technology implementations.A recent article on TechRepublic shows how Toyota supplier, AW North Carolina (AWNC) spent $1.2m on new Cisco equipment, which has led to significant savings for them. Few charities will invest that amount in a new CRM system, but some of the approach which AWNC took provides us with very useful ideas for the benefits which charities may get from new CRM implementations, often regardless of size.1) "Downtime at AWNC costs $272,000 an hour, so it's crucial to get systems up [...]
Source: Databases For Charities blog
Mon, Mar 13, 2017
HOLMES system (Home Office Large Major Enquiry System)
This is the first blog I am planning in an occasional series on lessons we can learn – good and bad - from commercial/public sector system implementations; looking outside the charity sector for best practice and alternative approaches we might take. On Computing's website last week, there was an interesting article which says how “Accenture 'underestimated the complexity' of failed [£50m] national IT system for Police Scotland”. Whilst this is clearly on a different scale to all NFP CRM projects, there are some good lessons to consider regardless of what size project you are managing.1 The following are some of [...]
Source: Databases For Charities blog
Thu, Feb 16, 2017
I have updated my free ebook, What Small Charities Need to Know About CRM Systems. Buying a new CRM system or fundraising database can be a daunting experience for any NFP organisation, let alone a small charity. So although I publish a lot of information on my blog which I hope is useful for all charities, this book contains some points which I think smaller not-for-profit organisations need to particularly be aware of or specifically consider. As before, this book has been produced for people whose day job is not the procurement or implementation [...]
Source: Databases For Charities blog
Tue, Dec 20, 2016
On the twelfth day of Christmas, my truelove gave to me... Twelve Key Lessons I Learned From Managing My Last CRM Project I thought I would finish this set of blog posts with a quick-fire set of some of the most important lessons I learned from the last CRM project I managed. Each point really deserves its own dedicated blog post, but I hope they provide a succinct set of tips in themselves:Configuration not Customisation where possible: I have blogged about this before and it remains true. The more you can Configure and use the software's built-in tools and GUI [...]
Source: Databases For Charities blog

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GDPR & Fundraising/CRM Software

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