Choosing the right CRM for your association

The CRM conundrum

The search for the perfect CRM can feel a bit like online dating. There are countless options, each promising to solve all your problems. But how do you find “the one” that fits your association’s unique needs? In this article, we’ll break down the steps to choosing the right CRM and avoiding those awkward “we just don’t click” moments. After all, your CRM will be your organisation’s trusted partner in managing members, so it’s worth taking the time to choose wisely.

Know your needs

Before diving into CRM shopping, take a moment to reflect on your association’s specific requirements. Are you struggling with member retention? Do you need better event management tools? Identifying your pain points will help you focus on what truly matters. For example, if communication is an issue, a CRM with a robust email builder built in (like SwiftFox’s) can be a game-changer.

Consider creating a wish list of must-have features, such as automation capabilities, integration options, and user-friendly dashboards. Involving your team in this process ensures that everyone’s needs are accounted for, making it easier to find a solution that works for the teams in your association.

Essential features to prioritise

A great CRM should feel like it was designed just for you. Here’s what to prioritise:

• Scalability: Your association isn’t static, so your CRM shouldn’t be either. Choose software that has room to grow, as your association evolves. Look for platforms like SwiftFox that offer clear pricing plans and powerful features to fuel your future.
• Integration capabilities: A CRM that plays well with other software is crucial. SwiftFox, for instance, integrates seamlessly with platforms like Xero and Stripe, making financial management a breeze. Additionally, its fully integrated with email marketing tools ensures your campaigns are always aligned.
• Ease of use: If software feels like it requires a PhD to operate, it’s likely not going to be the right fit. Look for intuitive dashboards and simple navigation for your team, so that they love the change to a new CRM - rather than resent having to navigate overly complex or unintuitive software. SwiftFox’s user-friendly interface means even tech novices can hit the ground running.

Research before you buy

Most CRMs will offer a free demo for you to have someone show you the software - take advantage of that! Spend time exploring the features and imagining how they’ll fit into your day-to-day operations. If you were to ask the SwiftFox team for a demo, for example, it would allow your association to get a deep sense of SwiftFox’s contact management and association-specific features. Use this opportunity to involve your team and gather their feedback too, to ensure they feel included in the decision making process.

Budget considerations

While cost shouldn’t be the sole deciding factor, it’s essential to choose a CRM that fits within your budget. Remember to factor in other potential costs, such as Technical Account Management, Implementation Partners, setup costs, data migrations, training, or additional integrations. SwiftFox stands out for its transparent pricing and robust feature set, offering excellent value for money.

Find your perfect match

Choosing the right CRM doesn’t have to be overwhelming. By focusing on your association’s needs, exploring your options, and considering factors like scalability and ease of use, you can find software that feels like a perfect match. Remember, the goal is to work smarter, not harder - and the right CRM will help you do just that. So take your time, explore your options, and soon, you’ll find the partner your organisation has been searching for.