“The Nonprofit CRM Buyer’s Guide” is a comprehensive resource from the Bonterra team to help nonprofit organizations choose and implement the right CRM platform. Divided into two parts, the guide covers the process of selecting a new platform and the steps required for successful adoption. It emphasizes the importance of assessing current pain points, defining requirements, conducting effective demos, and reviewing proposals. It also highlights the significance of investing in implementation partnerships, revamping existing processes, learning new functions, creating a change-competent culture, providing onboarding and training, and focusing on ongoing optimization and lifelong learning.
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