Leading a successful non-profit can be a difficult journey, but many executives don’t realize that replacing their donor management system can be just as difficult – perhaps even more so! 

Did you know approximately 70% of new CRM implementations fail? Don’t take my word for it, here are several other articles citing dozens of reasons: CRMSide, Harvard Business Review, and Evolved Metrics.

Why such high failure rates? In my experience, 90% of those failures were due to organizational shortcomings or failing to understand the many challenges of implementing a new system. In only 10% of the cases was the vendor or the product to blame.

If you’re considering a new CRM, I’d like to help you succeed. Regardless of what system you deploy I can help ensure your staff is ready, your constituents stay engaged, and you have a well-defined implementation and data migration plan so that your transition goes successfully.

I’d love to talk more about the six pillars of success I’ve developed to help you successfully plan for and implement a new system, but for now I developed a free CRM Readiness Assessment. In just minutes, I’ll help you “count the costs” – just as Nehemiah did before rebuilding Jerusalem’s wall - and assess your state of readiness.

If this is of interest to you, simply click the link to sign-up for the free assessment now!

Still unsure? 

Let me tell you about a ministry that right now in 2024 has moved forward and is in great pain because they didn’t understand what was involved to successfully change systems. They didn’t count those costs or have anyone on their team who had the experience necessary to navigate the change. The result: Chaos, angry team members, donors who can’t give, and a multitude of duplicate accounts in their brand-new database!

Had they taken the free CRM Readiness Assessment they would have learned they were not prepared, didn’t have the necessary experience, and didn’t have a migration plan. In short, they would have seen they needed help before moving forward. Instead of becoming another CRM failure statistic, they would have achieved success for all stakeholders and saved thousands of dollars and pain.

Please invest about 20 minutes of your time and take this free assessment – It will literally be the best leadership decision you could make in this entire process. Your team, your donors, and your board will be glad you did!