Finding the Right CRM

When it comes to choosing a system to manage donors, relationships, and donations effectively, the results can be overwhelming! A quick Google search of “nonprofit CRM systems” will give you more options that you could have imagined, and each one sounds like it could be the answer to all of your development woes. It can be a dauting task to find the right one, but today’s episode may help you do just that! Nonprofit Hub Radio podcast host Meghan Speer sits down with our guest Christine Robertson to look at questions everyone should ask themselves in the process. She has some great tips for picking the system just right for you!

Christine Robertson has a strong non-profit CRM background with software experience at varying levels in the Raiser’s Edge, Allegiance, eTapestry, Little Green Light, Virtuous, Altru, BB CRM and Bloomerang. With over eight years of experience as a Raiser’s Edge consultant and work as a donor database administrator prior to that, Christine has worked with a wide range of non-profits across the verticals as well as around the world . She is also a seasoned speaker, having shared her expertise on monthly giving, data management, and other topics at various conferences, including bbcon 2017, bbcon 2018, and bbcon UK 2019. When she steps away from her computer, Christine enjoys exploring local parks, baking, and watching British murder mysteries with a good cup of tea.

This episode is sponsored by: