Key Questions to Ask

	A	B	H	I	J
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2	Key Questions to Ask When Switching Nonprofit CRMs
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4	When you have your nonprofit CRM vendors narrowed down to the top two or three, we recommend asking each the same ten questions so you can compare apples-to-apples.
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6	For each question, rate your answer in the dropdown box. The higher the score at the end, the better fit the technology might be.
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8	Click FILE -> MAKE A COPY to edit this worksheet. You will then have a private document you can use for your data.
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10	If you would to see CharityEngine's software, please book a demo with our team.
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12	Ten Questions to Ask Nonprofit CRM Vendors			Rank the Answer	Match the Color
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14	1.	What features are avaialble out of the box, and which are custom?		I love this answer!	3
15	2.	What does support look like? What's the response time?		Eh, I was hoping for more, but this is okay.	2
16	3.	Are there early cancellation fees?		Uh oh. Red flag. This might be a dealbreaker.	1
17	4.	What downtime can you expect, both from the changeover and then moving forward?		I love this answer!	3
18	5.	What is the process when clients recommend software upgrades?		I love this answer!	3
19	6.	Is there an upgrade cost? What is the upgrade schedule?		I love this answer!	3
20	7.	Do they have robust APIs for integration? Is there a cost to use APIs?		I love this answer!	3
21	8.	How long does implementation really take?		I love this answer!	3
22	9.	How will the system scale to your growth?		I love this answer!	3
23	10.	What level of technical expertise does your team need to have?		I love this answer!	3
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25			TOTAL SCORE		27
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27	Interpreting Your Score
28	If you love every answer, your score will be a 30, which is a perfect match.
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30	If your score is above 20, it's a very good match.
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32	If your score is 15, this is not a top match for your nonprofit.
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34	If your score is below 10, yikes. That's not the CRM for your nonprofit.
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