Understanding your key workflows and features requirements will always be critical in selecting new mission critical software, like a new CRM or AMS, but don't overlook the intangibles of the software and software provider.
The below chart shows some of the intangibles we reviewed for a CRM or AMS selection. Often these intangibles make a huge difference in the software selection and the long term success. Without a good understanding of and experience with the software space it's often difficult to make good judgments and distinctions between solutions, so don't be afraid to as for help.
At BackOffice we been helping nonprofits with CRM and AMS selections since 2006 years and we've seen the quite a lot of marketplace change. We'd love to help you make the right choice for your organization.
Interested in talking to Paul about your selection process? Please connect with us