Guided CRM software selection with your nonprofit organization
Be confident you are selecting the right software for your organization.
Selecting the right software solution consists of much more than picking software that seems to work for your nonprofit peers, talking to a few vendors and viewing a few demos.
Like it or not, your software choice dramatically impacts your organization’s success, and your organizational goals, business requirements, and technical requirements all contribute to the ultimate success or failure of your selection for years to come.
Our formal process helps reduce surprises and risk and increases end user adoption and buy-in.
NPSS guided CRM Software selection
Choosing technology solutions in an organized way tends to yield higher rates of success in using systems to their fullest extent.
Our Guided Technology Selection service takes you through vendor demos, system comparisons, and project planning using selection methodologies and templates. We’re there with you every step of the way and offering recommendations based on our years of experience in nonprofit CRM software.
Discovery
Interview(s)/discussion(s):
*Defining the organization goals and needs
*Taking inventory of pertinent sources of data & current state of the data
*Determining any integration requirements
*Sharing CRM software costs & outlining a budget that includes the total cost of the software
INITIAL OPTIONS ANALYSIS
*Using the findings, we will finalize the CRM software requirements list
*Research viable options & request for Information from Vendors
*Conduct vendor interviews & demonstrations prior to the demos with client
NARROW OPTIONS
-Using the findings, we will finalize the CRM software requirements list
-Research viable options & request for Information from Vendors
-Conduct vendor interviews & demonstrations prior to the demos with client
CRM SOFTWARE DEMONSTRATIONS
-Provide client with preliminary information on how each vendor matches up to the CRM software requirements list
-Schedule initial and additional detailed demonstrations between the client, vendor and NPSS
-Follow up with vendors with client's questions and maintain ongoing dialogue between vendors and client
Final option selection
-Request vendor contract (if applicable) and review contract with client
-Check references of vendor using NPSS' proven questions to ask on a reference call
FINAL HANDOFF
Final handoff or direct handling of the procurement process of chosen technology with selected vendor & contract sign off.
HOW TO PREPARE DATA FOR YOUR CRM SOFTWARE IMPLEMENTATION
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Felicia Terry Terry
For over 15 years Felicia Terry has been partnering with nonprofits, organizations and educational institutions to select, implement and maximize their CRM and donor management systems. As the Principal Specialist of Nonprofit Software Specialists, LLC (NPSS), she directs all consulting engagements from initial concept to final execution and understands the impact a CRM system has in moving an organization’s mission forward.
Felicia has first-hand experience working within nonprofit organizations and is well versed in the possibilities and pitfalls of the nonprofit environment. Prior to consulting, Felicia served nonprofit organizations for over 13 years in development (including annual giving, capital campaigns and membership), which allows her to bring the best practices from the industry to her clients.
As a CRM software guru, Felicia is known for her creative energy and support of organizations large and small. Her clients value her experience in the nonprofit development world, relish her passion, and enjoy the sense of humor she brings to each project.
Selected Clients
PAI
The Arc Tennessee
Jewish Federation & Jewish Foundation of Nashville and Middle Tennessee
