If you’ve ever signed a contract for a new CRM only to regret it a few months later, this episode will help you get the most out of your current donor database (and out of your next one, too).

Paul Morris, a veteran in nonprofit fund development, shares invaluable insights from decades of CRM experience. This episode delves deep into the common pitfalls of CRM implementation and provides practical strategies to avoid costly mistakes and maximize the potential of your CRM to enhance donor relationships and streamline fundraising operations. This wide-ranging conversation also discusses the critical role of negotiating your CRM contract and ensuring that your CRM aligns with the unique needs of your organization’s fundraising strategies.

This episode answers the following questions:

• What are the common pitfalls in CRM implementation for nonprofits?
• How can I choose the right CRM for my organization?
• What are effective strategies for negotiating CRM contracts?
• How can I use my donor database to better engage donors?
• How do I make sure the data in my CRM is right?  

Links mentioned in this episode:

• Auxilia’s Website
• Paul’s Website, Foundry Fundraising 
• Paul’s Article: No Shortcuts to Success – A Real-Talk Guide to Successful Fundraising 

Looking for more? Check out these amazing episodes:

• Ep 114: Everyone Must Get Onboard the Tech Train…or It’s Not Leaving the Station with Peter Gross (Apple Podcasts | Spotify | Our Website with Show Notes)
• Ep 164: How to Love Your Next CRM with Maureen Wallbeoff (Apple Podcasts | Spotify | Our Website with Show Notes)