Webinar | System Selection


October 1, 2020

Kate Mead, Director, Professional Services
Anne Hargaden, Manager, Professional Services

When searching for a new CRM or ticketing system, it’s important to find the right fit. 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’ll cover the most common errors made during fundraising system selections, so you can avoid these pitfalls.

JCA’s Director of Professional Services Kate Mead and Manager of Professional Services Anne Hargaden walk through our tried-and-true methods of successful system selection.

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