My prior is that if you’re setting up a CRM from scratch, use monday.com, not Salesforce and not an in house solution, if that’s what’s implied here:
An MVP (minimal viable product) was developed for the groups team
I can elaborate why.
My second prior is that the cost of switching CRM is pretty high, and I’m only suggesting anything at all since you seem to be very very early stage in this. I hope I’m right.
Of course I know nothing about your situation, so if you already considered Monday, just ignore my suggestion.
I have a friend who works there and could probably get you inside help (a call with a person who’ll help you evaluate it? Maybe set it up for you?). And of course there’s a huge discount for nonprofits, like most solutions.
[I have no conflict of interest here, I don’t work there myself]
CRM:
My prior is that if you’re setting up a CRM from scratch, use monday.com, not Salesforce and not an in house solution, if that’s what’s implied here:
I can elaborate why.
My second prior is that the cost of switching CRM is pretty high, and I’m only suggesting anything at all since you seem to be very very early stage in this. I hope I’m right.
Of course I know nothing about your situation, so if you already considered Monday, just ignore my suggestion.
I have a friend who works there and could probably get you inside help (a call with a person who’ll help you evaluate it? Maybe set it up for you?). And of course there’s a huge discount for nonprofits, like most solutions.
[I have no conflict of interest here, I don’t work there myself]