5 Keys to Preparing for Your CRM System Implementation

[Editor's note: This article is based on the 2012 Nonprofit Technology Conference session, "Implementing CRM: What Works, What Doesn’t, and How to Make Your Project a Success!"]

Implementing a new constituent relationship management (CRM) — aka donor relationship management (DRM) — system doesn't have to be painful. Concerns about implementation and scars from the past don't have to hold you back from adopting a CRM system that will truly support your strategies and drive your organization's growth. Planning is the key to success. The results, if you plan well, are well worth the effort.