The use of an effective Client Relationship Management (CRM) system is widely accepted as an effective tool for growing your organisation. For not-for-profits these systems are used for fundraising, stakeholder management and sometimes case management of the client base.

In practice, however, the myriad of choices in today’s market can be confusing and will not all offer the best solution for you. Do you purchase a system on premise or opt for Software as a Service (Saas)? Do the needs of your organisation change regularly and will your system accommodate the change?

After making your selection, there is the added challenge of implementing the system and managing the change within your organisation to ensure the technology is adopted swiftly and delivers fast ROI.

In this webinar you will be taken through the “Great Choice!” elements of Consult Point’s CPoint methodology. This simple five step approach will successfully set you up for a successful CRM selection and get you ready for an easy implementation.

1. Strategy
2. Requirements
3. Selection
4. Scoping
5. Justification – Business Case

About the presenter - Robert Samuel 

Rob Samuel is Executive Director of Consult Point. Robert and his colleagues at Consult Point have been working with many of Australia’s leading NFPs to ensure that investments in technology are well scoped and well supported both financially and emotionally within the organisations. Consult Point specialises in Program and Change management focusing on the successful deployment of business applications from a people and business perspective. Rob brings you over 11 years of Consult Point experience in CRM technology. Consult Point works with leading NFPs including Baptist Community Services, St Vincent de Paul Society, Anglicare and many others.