Non-profit organizations like yours work hard to improve our world in large and small ways. Their success depends on tracking donors, fundraising, and measuring their impact. But trying to track all that in Excel spreadsheets wastes hours of valuable time and gets confusing really fast. We invite you to consider CRM software to support your good work.
We have been extremely fortunate to work with some great clients, and solve some tough but ultimately rewarding challenges. Implementing a CRM is often a overwhelming task for many but if you work with the right team, it becomes a less stressful process. Ultimately, the goal is to create a smooth transition that keeps sensitive data while providing some much-needed automated support via the CRM.
One aspect of our business that is of continued importance to us is creating seamless, integrated solutions for our clients. Though sometimes it is tricky to design apps and other methods that allow for increased connectivity, our overall goal is to create an experience that is easy and convenient, while solving our client’s business needs.
You are a small business owner. You started your business, got a website, and then after a period of time, you realize your business is growing, and you need more than just a website!
- You need a way to track your interactions with your customers.
- You need to automate some of your tasks.
- You want to have better data about your customers, so you can send them information and coupons for products and services they are interested in.
- You want to streamline your process to ship your products.
- You want to make sure it is easy for your team to locate information about your customers orders.
You are not alone! There are several business owners in this situation.
I am ready to move on with a new system, but what happens now?
First you realize, “This business is growing, and we need a better system!”
Your business is growing, and you know you need better systems in place to scale it. You have done some research, and now you are ready to move on. What happens in this process? What should you expect from it?
The topic of this post is not the process. Here we will talk about the different emotions you go through during the life-cycle — the journey, if you will — of an implementation project.