Home > Key Items To Consider Before Investing In A CRM Or Migrating To A New One

Key Items To Consider Before Investing In A CRM Or Migrating To A New One

Facing technology without frustration. Is that even possible? 


Are you considering investing in a new piece of technology for your nonprofit? Or migrating your CRM to a new one with more features? 


Choosing the right technology platforms for your organization requires aligning the features and packages of the software available in the market to your organization’s requirements and needs. Modern technology has come a long way and plays an important role when fighting for dollars from your donor and foundations. However, with the multitude of platforms available in the market, this choice is even harder; finding the one that works best for your growing organization can be challenging.


As a nonprofit professional or person responsible for implementing a new CRM, the choice can quickly become complicated. To save time and help make the decision easier, we have invited to our podcast a specialist in this field called Patty Breech; she will bring to us key considerations that will help you choose the right tech platforms for your nonprofit.


Patty spent five years working for the BlinkNow Foundation in Nepal, an organization changing the world by empowering Nepal’s youth. During that time, she grew the organization’s social media following by 2600% and tripled the size of the supporter database. She also led a marketing campaign to successfully convince the world to vote for the organization’s founder in the 2015 CNN Hero of the Year award. 


A self-proclaimed data geek, Patty is forever crunching numbers and studying spreadsheets. She loves putting systems into place to help teams work more efficiently. She graduated from Yale University and now lives in Colorado, close to me in Boulder. She is part of The Purpose Collective team and also Consultants for Good.

Betina Meyer Pflug is an entrepreneur, a business and life coach, a marketing and CRM specialist with a passion for supporting nonprofit professionals. She has a degree in hotel management, received her MBA from Rotman School in Canada, and has completed three different coaching certifications, including a specialization in facilitating nonprofits, life coaching, and biopsychology to promote positive mental attitudes for mental and physical wellbeing. If you want to know more about her work, visit the website https://wity.tech/nonprofits/ and schedule a quick call if you are interested in having a mentor.

How to contact Betina Pflug? Send us an email at podcast@wity.tech








How to contact Patty Breech? Send her and email at patty@the-purpose-collective.com 


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