Are you tasked with finding a replacement for a technical system at your organization (and it's keeping you up at night)? Join TechSoup for this webinar which will share a preview what you can expect to learn in our new course, Selecting the Best Fundraising (CRM/Database) System: Yes! You Really Can Find the Right One. Maureen Wallbeoff, nonprofit digital strategist and technology coach, will highlight her proven, simple process that will reduce your risk of picking the wrong platform. Her straightforward approach will take you from the beginning — figuring out why you need a new fundraising system — all the way through to understanding the vendor's contract and getting ready for the big move. Whether you need to replace your CRM, are upgrading your database, or are on the hunt for a connected fundraising platform, this webinar is for you.

1. How to Choose the Best
Fundraising and Donor
Management System
April 28, 2020

2. Using GlobalMeet
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Get Engaged!

4. A Global Network
Bridging Tech Solutions
and Services for Good
Where are you on the map?

5. Explore our Nonprofit
Tech Marketplace
For more information, please visit
www.techsoup.org/get-product-donations
"We are an all-volunteer organization with
limited professional skills. Adobe's donated
technology is helping us present our story to
the public and to lenders in the format of a
much larger organization. With Adobe, we
are able to knock off a few of the "rough
edges" so that our story is front and center
instead of our technological limitations.
Thank you, Adobe!”
- Richard de Koster
Constitution Island Association, Inc

6. Adobe
Alpha Software
Arreva
Asana
Atlas Business Solutions
Autodesk
Azavea
AWS
Bitdefender
Blackbaud
Box
Bytes of Learning
CDI Computer Dealers
Cisco
CitySoft
CleverReach
ClickTime
Comodo
Connect2Give
Dell
Dharma Merchant Services
Digital Wish
Dolby
DonorPerfect
Efficient Elements
FileMaker
GlobalMeet
GrantStation
Headsets.com
Horizon DataSys
HR Solutions Partners
Idealware
InFocus
InterConnection
Intuit
JourneyEd
Litmos
Little Green Light
Mailshell
Microsoft
Mobile Beacon
Nielsen
NonProfitEasy
NortonLifeLock
O&O Software
Priority
Quickbooks Made Easy
Reading Eggs
Skillsoft
Smart Business Savings
Society for Nonprofit Organizations
Sparrow Mobile
Tableau
TechBridge
Tech Impact
Tint
Ultralingua
VMware
Veritas
Western Digital
Zoner

7. Resources for Nonprofits
Impacted by COVID-19
In difficult times, the world turns to civil society for
support. At TechSoup, we're committed to
equipping your nonprofit with the technology
resources you need to meet your mission, serve
your community, and support your staff.
Learn more at
https://page.techsoup.org/covid-19-resources
● Tools to Support Remote Work
● Policy Resources
● Webinars and Workshops
● Related Blog Posts
● Join the Conversation
● Free Courses from TechSoup
● Additional Resources

8. Presenters
Maureen Wallbeoff
Nonprofit Digital Strategist & Technology Coach
Nicole Jones
Content and Events, TechSoup
Assisting with chat:
Steven Davidson, TechSoup
Steven Davidson
Marketing Associate,
TechSoup
Nicole Jones
Content and Events,
TechSoup
Maureen Wallbeoff
Nonprofit Digital
Strategist &
Technology Coach

9. Hi there!
Maureen Wallbeoff
Nonprofit Digital Strategist
& Technology Coach
meetmaureen.com
✔ More than 15 years working inside and
alongside nonprofit organizations
✔ I help growing nonprofits experience wildly
successful technology projects (by any means
necessary)
✔ I live on Cape Cod in Massachusetts with my
partner Brian and two very spoiled lady cats

10. Our Agenda
• Your Current System Isn’t Working – Now What?
• The Three Steps that EVERYONE Skips
• Manage the Demo Cycle Like a Boss
• Negotiation & Implementation Prep
• Open Q & A
meetmaureen.com

11. Quick Poll:
Have you ever
thought…
“Who the @#&??
picked this
crappy system?”

12. meetmaureen.com
Nonprofit staff rely on technology to make
measurable progress toward their mission.
When the systems we use to store data, raise
money, or send email messages are out of synch
with our goals, skills, and budget…
most of us just live with it for a while.

13. meetmaureen.com
Eventually it’s time to make a switch.
And that generates lots of questions:
• Where should we look?
• What will it cost?
• How will we move into the new system?
• Which of our back office processes will change?

14. meetmaureen.com
Turn off the bat signal,
Commissioner…
we’ll find a new donor
management system for
Gotham City!
He gets too
excited by
software
demos…

15. Hang on a sec, Robin…
You’re skipping
three critical steps.
meetmaureen.com

16. Step One:
Where Does It Hurt?
Document the problems.
meetmaureen.com

17. Here’s Exactly How to Do It:
1. Assemble the right group of people.
2. Prep them ahead of time.
3. Lock them in a room for 90 minutes.*
4. Create a ‘no filter’ pain point list.
* Bring snacks
meetmaureen.com

18. Step Two:
What are we using now?
Get familiar with your entire tech stack.
meetmaureen.com

19. Map Your Digital Ecosystem
CRM
CMSEMAIL
EVENTS
DONATIONS
ADVOCACY
SOCIAL
MEDIA
meetmaureen.com

20. Show the Connections
CRM
CMSEMAIL
EVENTS
DONATIONS
ADVOCACY
SOCIAL
MEDIA
meetmaureen.com

21. Step Three:
What Do We Need?
Document your true requirements.
meetmaureen.com

22. All of Your Requirements
Functionality
People
Integration
Investment
meetmaureen.com
Documenting
requirements
is the
wooooooorst!

23. Manage the Demo Cycle
How to make sure you learn
exactly what you need to know.
meetmaureen.com

24. Four Steps in the Demo Cycle
• Assemble your team.
• Select the systems you want to review.
• Share your requirements & expectations.
• Hold debrief meetings immediately after the
demos.
meetmaureen.com

25. Top Takeaways
meetmaureen.com
Now that I’ve
become a hero,
I pledge to use my
new powers for
good!

26. 1. Resist the temptation to jump
straight into the demo cycle.
meetmaureen.com

27. 2. Understand what’s really
causing your fundraising system
problems.
meetmaureen.com

28. 3. Know what you’re using now
and how things are working
together (or not).
meetmaureen.com

29. 4. Your requirements should
include more than
system functionality.
meetmaureen.com

30. 5. Lead the demo process
like a boss.
meetmaureen.com

31. Let’s Stay in Touch!
Visit me at meetmaureen.com
508-744-3366 | maureen@meetmaureen.com
Twitter: @meetmaureen
Facebook: @accidentaltechie
meetmaureen.com

32. TechSoup Course
Selecting the Best Fundraising
(CRM/Database) System
Get $100 off 6 week course with code:
“SpecialDiscountFundraisingCRM”
(pay $250 instead with $350!)
Course starts May 6. Save your seat:
https://techsoup.course.tc/catalog/course/
selecting-the-best-system

33. Q&A
This is your chance! Use the chat box to ask us
any questions you have about this
presentation.

34. Share and Learn
Chat in one thing that you learned in today’s
webinar.
Please complete our post-event survey. Your
feedback really helps.
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Visit the TechSoup Blog at blog.techsoup.org

35. Join us for our
upcoming webinars.
4/29
Slack for Nonprofits: Tips for Working Better
Together, Remotely
5/5
Crowdfunding in Our Climate: A Digital
Fundraising Plan of Action
5/7
Create Connection and Raise Money Using
Zoom for Virtual Fundraising Events
5/12
Getting Started with Google Ad Grants for
Nonprofits
Archived Webinars:
www.techsoup.org/community-events

36. Donor and Grants Management
Solutions
Learn more at
https://www.techsoup.org/donor-and-
grants-management

37. Thank you to our
webinar sponsor!
Please complete the post-event survey that will
pop up once you close this window.