Start Thinking About Donor Management Software
Also referred to as constituent relationship management platforms (CRM), donor management software is technology that tracks, manages, and analyzes interactions with supporters in a centralized database. Whether an organization is selecting donor management software for the first time or in need of upgrading its existing system, the following questions should be considered:
1. Has the
organization clearly defined what the software needs to do (i.e., donor
management, volunteer tracking, event management, automation, segmentation,
reporting, direct emailing, etc.)?
2. What is the
organization’s monthly or annual budget for the software?
3. How many records
does the organization anticipate managing through the software in the next five
to ten years?
4. Is the
organization intending for the software to replace several different platforms,
or will it require integration with existing tools?