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.
3. Ease of use
If you want to be all jargon about this you can all it UX. But speaking plainly, user experience is everything. If the whole team don’t find the system easy to use, you’re already on a highway to nothing!
That means everyone from the early adopter in your team who always has the newest phone through to those who fondly remember the days of the fax machine. So look at a few tools, ask to see more, play with a couple, ask someone else if you can look at theirs. Which ones do you like? Why?