Keeping Contacts Organized: Selecting & Using CRM Systems

Client Relationship Management (CRM) systems are a mix of policies, processes and strategies used by organizations to manage contacts and track their interactions with their stakeholders, including customers, suppliers, volunteers, employees, funders, donors, clients and others. Keeping these contacts organized can be difficult (especially as organizations grow in size), so many seek to develop more formal systems for tracking this information using CRMs. Yet selecting and effectively using CRMs can be a challenge, especially for organizations with limited resources. There are many different options. Which one is the best for you?

Demonstrating Value has recently put together a guide that presents guidelines and tips for selecting and using CRM systems. The guide will help you make CRM decisions for your organization by sharing discussions about key decision factors and outlining a selection of CRM software options that could be of use to your organization. 

Visit the DV website to download this guide (scroll to the bottom of “Tools & Resources”).