With the technological advancements in the last decade, it’s become more appealing to update or change CRM systems if your current one no longer meets all your needs. The impact it can make on your fundraising operations and ultimately, your cause, is huge. That said, the decision to change your CRM is a big one, and the journey can be daunting.
To be successful, choosing the right system and having a robust evaluation process is critical. This is where a request for proposal (RFP) comes in.
In this cheat sheet, you will find a quick guide for preparing an RFP and some essential questions to include:
- Why an RFP might be necessary
- How to prepare an RFP and what factors to consider in doing so
- 10 important questions to include in your CRM RFP