Thursday, August 30, 2018

My Books on How to Buy Fundraising Software and CRM Systems: Now Free

In recent years, I have published two books on How to Buy Fundraising Software and Charity CRM Systems. I am now making these free – although if you find them useful (and I hope you do!) then it would be great if you would like to make a donation to either of the two charities detailed on the download page.

Both books contains a collection of tips for charities who want to buy a new fundraising database or CRM system. They are compiled from a number of articles I have published on my blog plus a series of additional tips and in-depth analysis and advice. They cover the basics of procurement (strategic advice, costs, software demos, project management) and delve into more detail on supplier management, considerations about database development, the whole tender process and information on CRM platforms.

They are written for people whose day job is not the procurement of new databases – and you do not have to be technical to understand it. They are for fundraising managers, fundraisers, database managers, charity IT staff, those working in supporter services and indeed for anyone who has been given the sometimes daunting task of buying a new fundraising database or CRM system.

I hope they inspire, assist and enhance your buying process, whether you are already comfortable with a procurement exercise or even if you have never managed one before. Think of it as your own consultant seated by your side as you go along – only at a fraction of the cost! I hope you find them useful.