Callie Buchholtz — Feb 2019
The overwhelming amount of information managed by ministry staff when they are raising and living on financial support leads to the need for systems to help, organize, and simplify. The numbers show that having a good CRM (customer relationship management) software will save someone about one day each month. But where do you start?
There are a number of programs available that are focused on the goal of assisting in that partnership development effort. This article aims to compare and contrast the leading Customer Relation Management (CRM) systems currently available that are focused on support raising and see how they fit with Support Raising Solutions standards and values. The programs reviewed include: MPDX, DonorElf, Support Goal, Karani, TntConnect, and Simple Sam. Each company was given the opportunity to provide a response if they chose.
Please note: All information is correct to the author’s experience and does contain some personal opnion; however, our goal is to be fair and helpful in our reviews. Additionally, these softwares are constantly updated and may contain functionality that was not apparent or available at time of testing.
General standards:
Congruent with SRS vision, values, and best practices:
• Spiritually healthy, vision-driven, and fully funded
• Seeing money as a tool to advance the kingdom and appreciating supporters as investing partners in kingdom work • Commitment to maximizing fruitfulness of ministry with quality and quantity of support teammates
• Meeting people face-to-face, asking with boldness, and surrendering success to God’s hands Adds tangible value, filling a need:
• A system that goes beyond a spreadsheet, self-generating tasks and notifications, resulting in better care, communication, and appreciation of ministry partners, and tracking of donations
Critical Areas:
• Cost • Contact Info • Personal and Family Info • Giving Info • Relationship Management
• Notifications • Customer Relations • Excellence in Functionality and Execution
Article taken from Support Raising Solutions