CRM Integration - Idealware
Your library or nonprofit interacts with a lot of people, from program participants to donors to volunteers to board members. A good Constituent Relationship Management (CRM) solution lets you track and analyze those relationships in meaningful ways. But if your broadcast email, fundraising software, volunteer databases, and all the other systems you use to interact with constituents aren’t sharing relevant data with your CRM, are you sure you have an accurate picture?
CRM Integration is the process of connecting those systems so they can pass data back and forth, giving your staff a more holistic view of your organization’s interactions that can improve fundraising, outreach, program delivery, and reporting.
This publication will help you to understand why you should integrate, what systems you should include, and how to plan for a smooth, successful integration project.