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Customer relationship management (CRM) software is meant to improve nonprofit relations when it comes to keeping track of client outreach and data. However, CRM technology is evolving, and your nonprofit needs to adapt.
    Switching CRMs is not as daunting as it may seem. In order to help your nonprofit achieve CRM success, CharityEngine has put together a how-to guide that looks at:
    • Assessing your nonprofit’s technical needs and infrastructure
    • Navigating common obstacles during the CRM transition process
    • Learning best practices for change management
    With the right resources and defined goals in place, your nonprofit's CRM switch can be relatively straightforward. While there’s definitely still a little bit of effort needed, it pays off in the end with data that’s more efficient to access, analyze, and act on.
      Download CharityEngine’s “No-Stress Guide on Switching Nonprofit CRMs” here.
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      Fill out the form below to download your copy of the guide.
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      This is Corporate Sponsor Content presented by The Chronicle of Philanthropy. All content is provided by Charity Engine.