Streamlining development operations by selecting a new fundraising CRM
The Story
A museum foundation needed to select a new fundraising CRM to replace Raiser’s Edge NXT that would centralize and streamline the following business processes and workflows: donor cultivation and retention, pledge and grant management, event registration, email marketing, and analytics and reporting.
Following several discovery meetings with the project team, Build Consulting researched and pre-qualified over ten potential solutions, evaluated each of them against the foundation’s top functional requirements and strategic goals, and then facilitated a comprehensive decision-making process for the organization. Ultimately the foundation selected a CRM solution that Build felt confident would maximize their return on investment (ROI) and result in effective use for at least the next five years.
Services Provided
Systems Evaluated
- Raiser’s Edge NXT
- Bloomerang
- NeonCRM
- Salsa CRM
- Charity Engine
- EveryAction
- Mission CRM
- Little Green Light
- Funraise
- ClearView CRM
- Giveffect
- Allegiance Fundraising CRM
- eTapestry
Organizational Areas
- Accounting & Finance
- Development
- Programs and Events
- Marketing & Communications
For More Information
Contact us to learn more about how Build’s experience relates to your needs, whether you need support selecting a new CRM, conducting a technology roadmap, or any of our other services.