We’ve got a campaign running right now for small charities. Called three steps to tech success, it’s aimed at helping the smaller nfps to take the first step with tech.
But what’s it all about?
There comes a tipping point for most small charities where they need to do something more than using a list in Excel and calling that a ‘database’.
It’s at that point that the questions start… Should you dare to ask about CRM or any questions around CRM on a public forum lots of folks will respond with well-meaning advice and other folks trying to sell you their favoured solution.
We’re in both camps, but hear us out.
What are the favoured solutions?
The responses that come back include a list of some typical solutions, the option to build your own solution (usually with comments about how much cheaper it is to do this), Salesforce (who will give you it all for free – more on this later) and Donorfy. There may be a few other random suggestions in there like Zoho or other favoured small solutions. So, now we have a list of CRM options, which is kind of what we asked. But for one thing.
We asked the wrong question.
The question that would get a better list of real options to look at is one which narrows down what you want to do with your CRM. How can I better manage my fundraising? What kind of fundraising do I do and how does that map to tech options? Do I need to use a ‘database’ to manage programmes and keep track of grant applications?
Ask the question again and the list that comes back may be different, or it may not. But your approach to evaluating the responses certainly will be as you have a considered set of criteria.
So, what of the names on our list? Nothing wrong with some of the tools on the list. But what say time and time again in response to questions like this – and articles like the top 10 best CRMs for non-profits (UK Fundraising) is a simple truth – what’s right for one, may not be right for another.
With one exception. And I’ll come onto that.
Ignore the advice to build your own CRM – you’ll be tying yourself to an expensive tool that you need to replace in a few years and one person who knows how it is structured and built, making it hard to shop around for talent to help you develop. Zoho and some of the other tools aren’t really designed for charities, so making the user experience much harder. Stick to things designed for charities at least if you want user adoption to succeed.
Think about whether you need a database or CRM (links to a Purple Vision blog on just that subject). Look at the age of the tech for some of the other options. Are they really fit for purpose? What are the up front, hidden and ongoing costs?
What’s the exception?
Salesforce is the exception to the rule that one size doesn’t fit all. The world’s biggest CRM may not seem an obvious choice for a small charity with hardly any staff, but it has a compelling narrative for non-profits.
We don’t just mean ten free enterprise licenses (worth £££) although that itself is fairly compelling. We mean the Non-Profit Success Pack (NPSP). In its latest iteration, NPSP offers the vast complexity of a huge tech platform for business, packed up for non-profit functionality and rooted in charity language and processes.
What NPSP brings to the party is that you have an extendable platform that will grow with you. In 3-5 years’ time when your strategy has changed, you’ve upped to the next level and need additional functionality, it’s all there waiting for you. No need to change systems again, go through the procurement process again, get everyone in the team on the same page and teach everyone a new way to do things. Or even start the process of looking for systems you can ‘glue together’. Nope. Choose a platform solution like Salesforce, do all that once – and then just keep growing it as you need to.
Getting started with Salesforce
If you ask questions on public boards – like you did with the wrong question – you’ll probably hear that Salesforce is hard to use out of the box and therefore not suitable for small charities. That’s a bit like saying electricity isn’t suitable for a small charity because you need an electrician to add a new plug socket.
You might even hear that it’s free because Salesforce staffers donate time to get charities set up. This is honestly a huge triumph of hope for budget stretched small charities. What *is* true is that some staff time is donated by Salesforce to some charities – read about the 1:1:1 model to learn more and some folks who are learning Salesforce coding and set-up offer pro bono time while they’re learning so they can practice on you. Just like everywhere in life, it’s hard to find genuine and real meaningful help for free. Hope over experience that it’s free, I am afraid.
But we can understand why both these things are said, it’s a shame that they’re wrong and are oft repeated.
It’s true you can’t plug n play Salesforce unless you have a great tech resource on your staff team. The reality is though that you can’t really plug n play any system that’s worth you using. There are degrees of set-up required. We’re the first in line to say that while Salesforce is a super-system, it does need a bit of know-how to sort out. And in the same way you call an electrician for your plug socket, you’d call a partner to help.
Salesforce partners (hint: Purple Vision are a Salesforce partner) have very clever tech experts on their teams who can make Salesforce do just about anything. To achieve this, they ask multiple questions, review business process, talk strategy and future plans, and then create awesome things that meet your specification. What’s helpful is the common language they use to create Salesforce, which means anyone who ‘speaks’ the language will be able to look at your system in the future and pick up where someone else has left off.
Which brings us onto QuickStart
We’ll be honest, it’s not always cheap to work with a partner – the skills behind Salesforce are complex and technical, and in the manner of other professional services like a lawyer or accountant, time is billed by days or hours. Time is money.
Which is why we have come up with our NPSP QuickStart offer.
In reality, while many charities have quite a unique approach to their work, many have very similar functionality requirements from a system when they’re getting started. We know this because we’ve worked with lots of them across a range of systems – and across Salesforce. Plus, many of our NFP team have also worked charity-side, in the hot seats that our clients sit in – so understand the requirements and what needs to get done.
Our QuickStart offer, therefore, is set up to save the time involved in the detailed discovery sessions and get straight on with delivering Salesforce NPSP in a way your charity can use it.
By doing this and offering this service, what could be a complex and costly process becomes quite simple. Our focus with QuickStart is in both the quick element – we can deliver this quickly for you, and in our start bit – and the focus on providing you with the start you need to get using a tool.
NPSP is suitable for all charities to use – but QuickStart has been designed with quite specific functionality in mind and the needs of smaller charities for fundraising. We’re not offering complex processes here – if you really need that our QuickStart service might not be for you (but NPSP is still suitable – it just needs more of those hours to get it how you want it).
QuickStart brings to life a manageable set of the full-technical and functional force of the Salesforce behemoth. It is suitable for small charities looking for their first fundraising CRM, looking to upgrade from a spreadsheet and MailChimp. It’s suitable for charities with plans to grow.
When said charity is ready to grow – in fundraising, programmes, comms, finance, HR and all the key functional areas, it’s just a case of identifying what you need and working with a partner you trust to build out the system for you to take you to the next steps. SThere is so much rich functionality in Salesforce Non-Profit Success Pack – and more is being added all the time – that it’s a shame to overlook it all in favour of a short -stop solution.
Find out more:
- Purple Vision’s NPSP QuickStart
- Purple Vision’s Gift Aid for NPSP
- Blog – the truth about NPSP free licenses
- Blog: steps to success with Salesforce – about NPSP
Sign up to the paper – 3 steps to tech success for small charities