Resources
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Webinars

System Selection: Make the Right Move for Your Organization

When searching for a new CRM or ticketing system, it’s important to find the right fit for your organization. It can be easy to get caught up in the shiny ‘new features’ presented by a vendor or be influenced by a peer’s system decision… but will the system meet your organization’s core requirements? Is it flexible enough to meet needs of the future? How are those needs determined, anyway? And by whom?

The key to picking the right system is understanding your needs, and evaluating your options based on your organization’s unique requirements and priorities. In this webinar, you’ll learn the key components of a system selection, including:

  • How to assess your organization’s unique needs
  • How to define and prioritize your system requirements
  • How to develop an RFP
  • How to plan and conduct vendor demos
  • How to grade systems and make a decision you can defend

Plus we cover the most common errors made during fundraising system selections, so you can avoid these pitfalls.

Download the recording of this webinar and the PowerPoint deck to learn more as JCA’s Director of Professional Services Kate Mead and Consultant Holly Parrish walk through our tried-and-true methods of successful system selection.