eBook: How to Implement a CRM

Guide yourself through your upcoming fundraising Constituent Relationship Management (CRM) implementation project with our latest eBook. Whether it’s a quick start with only one or two users expected to be up and running within a month, or a longer project with multiple users and stages, our guide can help.

A successful implementation requires you to be prepared and ready to work with your new CRM partner, understanding the full process from expectations to timelines. Best of all, this guide will help get your team and your organisation ready to start realising more success and more value from a new solution!

What you’ll learn

  • What to prepare and what to expect when starting the implementation process

  • Tips for project planning and the different phases of implementation

  • Preparing for go-live and how to optimise your new solution