Five CRM Mistakes Nonprofits Should Avoid

Introducing a CRM system is of great advantage for any organization. CRM or Customer Relationship Management is a tool that helps you to communicate with your stakeholders effectively. It helps to prepare marketing programs and campaigns and synchronizes them with the rest of the company’s data and workflows. But, don’t just give a sigh of relief here – you still need to dodge a few bullets and avoid the most common CRM mistakes before your CRM project is truly complete!

When adopting a new CRM, nonprofits end up making several mistakes that lead to spiralling costs and loss of productivity. But, if you know about these beforehand, you can easily avoid them. Now, let us see the top five CRM mistakes which you need to be aware of as a nonprofit organization.

Mistake 1: Selecting a system without engaging your end-users

Nonprofits often assign to their IT teams the task of selecting the CRM. But, in reality, this system will be used by your customer service team, marketing team, donor management team, branding team and a data team who will update and manage the system. Hence, take a proactive approach and select a representative from each team who will review the CRM selection and set-up process and also include them in the vendor identification and approval process. The more you involve your end-users, the more enthusiastic they will feel about the success of the system. The goal of the CRM, i.e. to nurture developmental relationships with your donors, volunteers, and internal team members, will be fulfilled.

Mistake 2: Choosing a system software that is not mobile-friendly

How does your nonprofit organization collect donations? Is it online? Then, you need CRM software which is mobile-friendly and is cloud-based to ensure maximum flexibility and functionality. Donors and volunteers get frustrated if they find that the technology interfaces of your nonprofit are not user-friendly. You will find higher user compatibility with a CRM system which is easily accessible through the internet in various devices like laptops, mobiles. Such a system can easily be used by your donors, volunteers, and internal team members. Your donors and your donations will increase. You can also retain your first donors and secure repeated donations.

Mistake 3: Adopting a system that is not scalable

Nonprofit organizations often select their CRM software based on their current size and status without considering their future needs. This can be scary if the numbers of donors or donation amounts increase in the coming years. Make sure that you adopt a CRM product that can scale up at par with your growth without any hiccups. Thus, the CRM software you select should be a flexible, modular, cloud-based system to customize as per your needs in the future. Go for a flexible, scalable and affordable CRM tool like MyPass CRM which can meet both your long term and short term goals.

Mistake 4: Not removing useless data before integration

Once you have chosen the right CRM, your team members will try to include all the data in the system. But, you must know that all data is not valuable. Before you include any new information to this system, you must clean all the irrelevant data, remove duplicates and scrap out redundant information. Thus, if you know from beforehand that your nonprofit struggles with data clutter (i.e. too much unnecessary and irrelevant data), either take outside help or adopt a system with the ability to detect duplicate data and erase those from your system.

Mistake 5: Choosing software that makes a dent in your budget

Often, the cost of implementing the CRM software is more than the initial purchase cost. You must consider the initial cost as well as the ongoing costs and avoid spending excess money on your CRM software system by optimizing the two. Always consider the allocated budget when buying the CRM software and check if what you are getting for your budget is worth it. Review and revise your budgeting process and take the necessary steps when required.

All of these mistakes can be prevented with a little thought and action. Make sure that all the departments who interact with the CRM system present their opinions when selecting the software. So choose a CRM system that is flexible and mobile because such a piece of software can make communication with your stakeholders easy and effective. It is a great tool that will help your nonprofit organization to grow.

MyPass CRM by Kprise meets the needs of nonprofits within their budget and Kprise has the capability to provide all the custom features that a Nonprofit may need. You can check out our product offerings in detail here. To know more, contact us today.