Selecting the Right CRM and Implementation Partner for an Arts and Cultural Institution

The Story

After a successful technology assessment project with Build, an American decorative arts museum was ready to select and implement an enterprise-wide CRM with sophisticated functionality in the areas of ticketing, membership management, fundraising, and retail services. The top goals for the new system included automating key workflows, increasing integration with other systems, implementing self-service functionality for members and donors, and taking advantage of online interactive forms, mobile technologies, and contactless admission.

Build facilitated an RFP and selection process that resulted in choosing a new CRM and ticketing platform that integrated with all key systems and allowed staff to provide more efficient, high-value, and end-to-end customer service. Key to our process was finding a vendor that not only offered a strong technology platform, but also a wealth of best practices based on their experience with other museums, cultural institutions, and nonprofits.

Services Provided

Systems Evaluated

  • Raiser’s Edge 7
  • Siriusware
  • Emma
  • iMerchant
  • Great Plains
  • NetCommunity
  • JCA Connector
  • Microsoft 365
  • Explorable Places
  • Volgistics
  • When-to-Work
  • Eventbrite
  • WordPress

Organizational Areas

  • Philanthropy
  • Membership
  • Retail
  • Marketing
  • Visitor Engagement

For More Information

If you’re looking for support making a strategic software selection, or in need of other information systems consulting, contact us to learn more about our services.

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