How to Choose a Cloud-Based Fundraising Solution

Fifth Edition, Newly updated for 2021

We've updated our step-by-step guide to choosing a fundraising Constituent Relationship Management (CRM) solution to meet the needs of charities in 2021. Whether you’re replacing an existing solution or purchasing one for the first time, we want to help you select the solution that best suits your organisation’s unique needs.

What you’ll learn:

  • What is the cloud – and how it can benefit your organisation
  • How to prepare your organisation for a new CRM
  • Our three-step process for selecting a cloud-based fundraising solution
  • Top tips for what you should not do!

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