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19th April 2015 Sara Lock

Resources by Purple Vision

Tips to help you with your CRM implementation

Originally published from author Mags Rivett, Marketing Manager at Purple Vision. This guide has been updated by Helen Dunnett, Director of HD Consulting in February 2018.

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Top tips to keep on top of your CRM

This guide provides seven top tips for looking after your CRM to ensure it effectively delivers the benefits, relationships and data your can utilise.

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Five key points to consider when selecting a database or CRM

This useful resource by Mags Rivett from Purple Vision provides a guide on selecting a CRM or database for small, non-profit, charitable organisations. It provides a five-point approach to help you find what’s right for your organisation including: strategy, integration, ease of use, expert support and budget.

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Tips to help you with your CRM implementation

This is useful guide by Mags Rivett from Purple Vision compares the process of implementing a new CRM to a bike ride journey. It provides five top tips that will help you successfully implement your new CRM – from planning and integration through to project management, User Acceptance Testing and staying on top of potential problems. This guide will be helpful whether you’re already implementing a new CRM or still at the planning stages.

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Do I need a CRM or a donor database?

In this article, Mags Rivett from Purple Vision discusses in detail the difference between a CRM and a donor database and considers why that difference matters.

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