Questions To Ask Your CRM Vendor

Philip Manzano • Aug 04, 2017

Things to keep top of mind when purchasing a CRM for your nonprofit The post Questions to Ask your CRM Vendor appeared first on Keela.

When your non-profit is ready to purchase a CRM system, it can be a very exciting time for the organization. But it can also be a stressful process. It’s important to take some time to understand how your organization works, and the areas that make the most sense for improvement.

It’s a big commitment, both in terms of time and money. So before making any decision, just keep this one thing in mind: The best CRM is the one that you use.

Because it’s such a big purchase – one that has the ability to meaningfully affect the way that your entire organization works – you should make sure that your team will actually use it. Not just some modules and features – but every bit of it, to make sure you get the biggest bang for your buck. We delve more into how to determine if your organization needs a CRM here.

It may seem like an impossible task to find a perfect fit with the way that you work – but there are so many options out there that you will likely find something that makes sense for you. You just need to know what to ask your CRM vendor to make sure that your needs are being met.

Who is your ideal customer?

CRM systems are designed with specific customers in mind. Each type of customer will use a CRM in a different way to help advance their work. So, it’s best to drill down into what your vendor’s ideal customer is. Ask questions about who they work best with, and even ask for testimonials from some of their most successful clients. This will give you a good idea of whether or not your organization will be a good fit.

What will make my job easier?

Take a deep dive into the features, and think about your own workflow. When you look at the different modules, just keep in mind the areas that need major improvement. Ultimately, you are making this purchase to make your job easier – not to add stress. Ask questions about what specific functions will be automated. Ask questions about what integrations exist — and what integrations will be coming down the pipe.

What is the support structure?

Things will go wrong. It happens. But you need to know that you will be supported. Ask detailed questions about what the support structure looks like: When can I contact support? Do I get to call someone or is it strictly through email? Is there a cost associated with accessing support?

Finding out the details of this structure will save you some potential frustration and headache later on, not to mention potentially saving your organization from a major crisis!

What is the pricing and add-on structure?

This is an important one. CRM websites can be tricky with pricing. Often, there is a monthly or annual charge, which includes a baseline of features. But take some time to chat with your CRM vendor about your specific needs. See if there is a cost for add-ons. Find out what features come included in the base fee and determine whether or not it is worth the extra money to add features. It’s important to make these discoveries before purchasing – otherwise, you might get stuck paying extra for something you thought you were already getting.

Remember — you want a CRM that you will actually use . This system should add value to your work, and ultimately help you achieve your mission. So don’t get caught up in sales pitches and presentations. Create a list of direct questions and don’t be afraid to move on to the next vendor if your needs are not met.

At Keela, we’re happy to have a conversation about our CRM with you. Bring your questions and we will see what we can do about increasing your organization’s impact. Our friends at Capterra have reviewed our software , and we are happy to start the conversation with you, too!

Let’s chat!