1.
How many employees are in your organization?
2.
Fundraising Goals: What is your primary fundraising goal for the next year?
3.
Primary Communication Channels: Which communication channels do you primarily use to engage with donors?
4.
Budget for CRM: What is your budget for a CRM system?
5.
Integration Needs: Which of the following integrations are essential for your CRM?
6.
Data Analytics Requirements: How would you rate your organization's need for data analytics and reporting capabilities?
7.
User Experience Priority: How important is an intuitive user interface for your team?
8.
CRM Implementation Timeline: By when do you plan to implement your new CRM system?
9.
Mobile Accessibility: Is mobile access to the CRM important for your team?
10.
Training and Support: What level of training and support do you anticipate needing?