CRM

When you take a hard look at what CRM you might want to use, it’s common to strictly look at what it can get you. Features. Support packages. Integrations. Hard cost benefit analysis. But, there’s one area I find that is overlooked too often. The CiviCRM community values and how they align with that of […]

When you have that feeling your systems are holding you back and know you need outside help, it’s tempting to look up some experts and engage them right away? But should you really go and do that? My answer is pretty much always no. It’s actually time to do some more homework. Recognition of the

1. Strategic Layer Think of this as the foundation and roadmap to success. At this stage, it’s all about setting a direction and purpose—getting crystal clear on why a CRM will move you forward and what specific goals it will achieve. Here, you, or with the help of a consultant be asking questions like: “What

Bringing in an expert to get you on the right path can be worth it many times over. After all, you do believe in the value of specialization, right? “Expertise doesn’t come cheap, but the alternative is far more costly.” Or in other words, it doesn’t matter how much of a “bargain” something seems to

Software as a Service (SaaS) relieves the technical overhead to experts so you can focus squarely on your mission and just sign-in and use the system. Here’s how the CiviCRM SaaS approach stacks up against those 8 key factors I mentioned rated on a basis of very low to very high (1-5). Control – 2

Want to dip your toe into the waters of what CiviCRM is like? Spark is the starter kit and ultra low cost option for CiviCRM onlookers. Here’s how the DIY approach stacks up against those 8 key factors I mentioned rated on a basis of very low to very high (1-5). Control – 2 Spark

Thinking about going the Do It Yourself (DIY) route for your CiviCRM implementation? It’s a fantastic option for techies who love to get their hands dirty, have implemented other IT systems and want to truly understand the inner workings of their CRM. If you’ve got curiosity and a bit of patience, this could be a

It’s a bit like building a house: you can go full on DIY, hire a contractor, or choose a prefabricated model. Each choice comes with its own pros and cons, largely on some key factors that are unique to your situation. The reality is, you can only pick the right path with a reasonable level

You know where you want to end up but how about where to even start with your CRM implementation? Well, it’s really all about your end goals and working backwards. You generally have 2 ways of looking at launching a CRM: Take a guess which one is more risky and causes you to pull more