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What Small Charities Need to Know About CRM Systems – 2nd Version

Buying a new CRM system or fundraising database can be a daunting experience for any NFP organisation, let alone a small charity. And although I publish a lot of information on my blog which I hope is useful for all charities, there are some points which I think smaller organisations need to particularly be aware of or specifically consider. So I have brought these issues together into this book.

This book has been produced for people whose day job is not the procurement or implementation of new databases – which for small charities is probably almost everyone! And you do not have to be technical to understand it. It is for fundraising managers, chief executives, trustees and fundraisers, but of course I hope it is equally useful for database staff and charity IT staff too.

This second version has a brand new section on System Development and updates throughout the rest of the book to reflect my latest thoughts and new software options now available to the sector.

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27 A4 pages: Published 2017

The Impact of the New CRM Systems for Fundraising Database Solutions

For the last few years I have blogged about the “new” generic CRM systems (e.g. Microsoft CRM, Salesforce etc) and their potential as a fundraising database for charities. Now, for the first time, I feel these systems have far more potential to challenge the dedicated (“traditional”) fundraising packages in the domain of fundraising and membership.

Which for charities means new and very exciting possibilities, and at the very least, a chance to compare such options so that you can determine which is best for you.

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The Impact of the New CRM Systems small cover

15 A4 pages: Originally published 2012


Note to Firefox users: I have noticed that in some versions of Firefox, these ebooks do not display properly. If that happens to you, then simply right-click on the book image and select ‘Save Link As’ and you can download them that way.