Nonprofit Notes with Zuri Group

The CRM Lifecycle Part 1: System Selections feat. Zuri Group's Management Consulting Team

September 17, 2021 Zuri Group Season 1 Episode 18
Nonprofit Notes with Zuri Group
The CRM Lifecycle Part 1: System Selections feat. Zuri Group's Management Consulting Team
Show Notes

What does preparation for a system selection look like? How do you assess appetite for change, define success metrics, and outline a coherent vision? In this episode of Nonprofit Notes, Zuri Group’s Management Consulting team does a deep dive into the first step of the CRM lifecycle: the selection process. Listen in as they discuss the major considerations of system selection, the critical steps leading up to it, and the opportunity (and challenges) this poses to the way an organization does business.

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