Each year Fundraising Magazine and Charity Finance run a comprehensive online survey to find out how happy charities are with their CRM packages and what they need to be able to do with their data.
The deadline to complete this year's questionnaire is Friday, 17 March.
The survey gathers vital information about the current market and by completing the questionnaire you will be put in the running to win a £100 John Lewis voucher.
Feel free to ask colleagues for input if they are better placed to answer certain questions. Your information will be reported on an aggregated, non-attributable basis, so please be assured you may answer candidly and in confidence.
Fill in the online survey before the end of the week here.
Last year's results
Last year's survey found that when it comes to CRM ownership, 50 per cent of respondents have had the same package for more than five years, up from 38 per cent in 2014, with around a fifth saying that they never reviewed their CRM package.
Leading the field in terms of market share is supplier Blackbaud, with around 63 per cent of large charities and 56 per cent of mid-sized charities choosing its Raiser’s Edge package. Blackbaud’s eTapestry also garnered the lion’s share of the smaller income market (26 per cent).
Non-sector-specific commercial packages such as Microsoft Excel still held some sway with small organisations, holding on to 10 per cent, while other generic commercial systems such as Access and Outlook appear to have fallen by the wayside. But this is not to say that other commercial systems are no longer in the game.
“There is no one-size-fits-all for charities when it comes to CRM systems,” says Anthony Fawkes, founder of consultancy Actually Data. “Ahead of all the changes with compliance, opt-in and the Fundraising Preference Service (FPS) and the EU General Data Protection Regulation (GDPR), it is key to get your house in order and find a structured way to manage data.”
Related Articles
