Choosing a new fundraising CRM is exciting, but it is also a big investment that takes time and dedication. Once you have a solid understanding of your requirements and what you want to achieve by choosing a CRM solution, you are ready to start evaluating vendors.  

But identifying the best partner and software to invest in is not easy. In this tip sheet, we highlight some key questions to ask as part of the vetting process. You will find questions about; 

• The CRM solution and its capabilities 

• The project and implementation process 

• The vendor, their experience, and ways of working 

Need help with the rest? Our recently updated How to Choose a Fundraising CRM Solution is an excellent resource for nonprofits looking for a new software solution.