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Supporting Scotland's vibrant voluntary sector

Scottish Council for Voluntary Organisations

The Scottish Council for Voluntary Organisations is the membership organisation for Scotland's charities, voluntary organisations and social enterprises. Charity registered in Scotland SC003558. Registered office Mansfield Traquair Centre, 15 Mansfield Place, Edinburgh EH3 6BB.

DigiShift 81: how to choose the right CRM for your charity

10:00-11:00, 26 June 2024
This event took place 23 days ago
John Fitzgerald
0131 281 0889
Digital Running your organisation

Join us for DigiShift 81, where we will explore the essentials of selecting the right CRM (or database) for your charity. This session will give you the knowledge and tools you need to make informed decisions about your CRM or database, how data is stored and how it is used. Our expert speakers, Kate White and Alice Linell from Superhighways, will share their extensive experience and insights, drawing from the comprehensive guide Choosing a Database developed by their organisation. 

Kate White has extensive experience in digital transformation for non-profits, specialising in data management and CRM implementation. Alice Linell brings a wealth of knowledge in strategic planning and digital tools for charities. Together, they will guide you through the critical steps in selecting and implementing a CRM that aligns with your charity's needs, goals, users and budget. 

During this session we will cover: 

  • Identifying your needs: how to assess and articulate your charity’s specific requirements for a CRM
  • Evaluating options: key factors to consider when comparing different CRM systems, including functionality, scalability, and cost
  • Data migration: best practices for transferring existing data to a new CRM system without losing vital information
  • User training: strategies for effectively training your team to ensure smooth adoption and getting the most out of a CRM's potential
  • Ongoing management: tips for maintaining and updating your CRM to keep it aligned with your evolving needs
  • Cost considerations: understanding the total cost of ownership, including upfront costs and long-term expenses
  • Security and compliance: ensuring your CRM meets data protection regulations and maintains the security of your sensitive information

DigiShift is a collaboration between SCVO and Third Sector Lab, supported by the National Lottery Community Fund (Scotland). We've run over 70 episodes since March 2020, and you can watch recordings of previous events on our YouTube playlist.

Overall aim

By the end of this event, you will have a clear understanding of how to choose a CRM or database that supports your mission and enhances your organisational efficiency. 

Who was the event aimed at?

Anyone involved in digital strategy and data management within the voluntary sector, from IT managers to executive directors.

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