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Liz Murray
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Master my software

System Selection Road Map


You think you need a new CRM—now what?

Your current system is just not working for you. You want to take a leap forward and find a new CRM that better meets your organizational needs. The pressure is on—how will you ever decide? Never fear, there is a process for that! To get you started on your journey, follow our map to review the steps of a typical system selection project.

You decided on a new CRM—now what?

You made it through the system selection process—congratulations! You are well on your way to realizing your new CRM. The journey continues with system implementation. Uncertain about what comes next?  Follow our plan through the project planning and system implementation phase of the project.

Starting an implementation? We can help. We specialize in nonprofit implementations and have the tools to keep you on schedule and under budget.

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