Open Forum

Marnie -- selecting the right CRM is an important decision, and there's no "one size fits most" solution. My colleague wrote this research paper about nonprofit data management http://bit.ly/BeneNPTech.  It may be helpful as you weigh the merits of these products for your institution.

------------------------------
Laura MacDonald CFRE
President
Benefactor Group, LLC
Columbus OH
------------------------------

Original Message:
Sent: 05-11-2019 03:42 PM
From: Margaret Weir
Subject: CRM for small, regional museum?

Hello,

I serve on the board of a very small historical museum in Massachusetts. We're taking steps to implement CRM software. I'm therefore wondering if other small organizations have used any of the following CRM systems, and if so, what worked, what didn't, etc.?

* Sumac

* Donor Perfect

* Donor Snap

* Donor View

* Kindful

* Little Green Light

* NationBuilder

* Neon

* Salsa

* Give Effect

Thank you in advance,

Marnie Weir

Cuttyhunk Historical Society & Museum of the Elizabeth Islands

Hi Laura, that link is broken, unfortunately. Can you please repost? 

Thanks!

Mariah

------------------------------
Mariah Berlanga-Shevchuk
Associate Curator
LA Plaza de Cultura y Artes
Los Angeles CA
------------------------------

Original Message:
Sent: 05-13-2019 06:38 AM
From: Laura MacDonald
Subject: CRM for small, regional museum?

Marnie -- selecting the right CRM is an important decision, and there's no "one size fits most" solution. My colleague wrote this research paper about nonprofit data management http://bit.ly/BeneNPTech.  It may be helpful as you weigh the merits of these products for your institution.

------------------------------
Laura MacDonald CFRE
President
Benefactor Group, LLC
Columbus OH

Original Message:
Sent: 05-11-2019 03:42 PM
From: Margaret Weir
Subject: CRM for small, regional museum?

Hello,

I serve on the board of a very small historical museum in Massachusetts. We're taking steps to implement CRM software. I'm therefore wondering if other small organizations have used any of the following CRM systems, and if so, what worked, what didn't, etc.?

* Sumac

* Donor Perfect

* Donor Snap

* Donor View

* Kindful

* Little Green Light

* NationBuilder

* Neon

* Salsa

* Give Effect

Thank you in advance,

Marnie Weir

Cuttyhunk Historical Society & Museum of the Elizabeth Islands

It should be  bit.ly/BeneNPTech  That pesky period shouldn't be a part of the link. Thanks for asking. 

------------------------------
Laura MacDonald CFRE
President
Benefactor Group, LLC
Columbus OH
------------------------------

Original Message:
Sent: 05-13-2019 01:28 PM
From: Mariah Berlanga-Shevchuk
Subject: CRM for small, regional museum?

Hi Laura, that link is broken, unfortunately. Can you please repost? 

Thanks!

Mariah

------------------------------
Mariah Berlanga-Shevchuk
Associate Curator
LA Plaza de Cultura y Artes
Los Angeles CA

Original Message:
Sent: 05-13-2019 06:38 AM
From: Laura MacDonald
Subject: CRM for small, regional museum?

Marnie -- selecting the right CRM is an important decision, and there's no "one size fits most" solution. My colleague wrote this research paper about nonprofit data management http://bit.ly/BeneNPTech.  It may be helpful as you weigh the merits of these products for your institution.

------------------------------
Laura MacDonald CFRE
President
Benefactor Group, LLC
Columbus OH

Original Message:
Sent: 05-11-2019 03:42 PM
From: Margaret Weir
Subject: CRM for small, regional museum?

Hello,

I serve on the board of a very small historical museum in Massachusetts. We're taking steps to implement CRM software. I'm therefore wondering if other small organizations have used any of the following CRM systems, and if so, what worked, what didn't, etc.?

* Sumac

* Donor Perfect

* Donor Snap

* Donor View

* Kindful

* Little Green Light

* NationBuilder

* Neon

* Salsa

* Give Effect

Thank you in advance,

Marnie Weir

Cuttyhunk Historical Society & Museum of the Elizabeth Islands

Hello Laura,

We are also a small museum looking for a CRM system. I have tried the link several times and it is broken. Could you please send the correct link? we would love to read your friend's article.

Thank you,

Isabel Medina
Assistant Archivist & Museum Coordinator
Archbishop John C. Favalora Archive & Museum
(305)628-6769

------------------------------
Isabel Medina
Museum Coordinator
Archbishop John C. Favalora Archive & Museum
Miami Gardens FL
------------------------------

Original Message:
Sent: 05-13-2019 01:32 PM
From: Laura MacDonald
Subject: CRM for small, regional museum?

It should be  bit.ly/BeneNPTech  That pesky period shouldn't be a part of the link. Thanks for asking. 

------------------------------
Laura MacDonald CFRE
President
Benefactor Group, LLC
Columbus OH

Original Message:
Sent: 05-13-2019 01:28 PM
From: Mariah Berlanga-Shevchuk
Subject: CRM for small, regional museum?

Hi Laura, that link is broken, unfortunately. Can you please repost? 

Thanks!

Mariah

------------------------------
Mariah Berlanga-Shevchuk
Associate Curator
LA Plaza de Cultura y Artes
Los Angeles CA

Original Message:
Sent: 05-13-2019 06:38 AM
From: Laura MacDonald
Subject: CRM for small, regional museum?

Marnie -- selecting the right CRM is an important decision, and there's no "one size fits most" solution. My colleague wrote this research paper about nonprofit data management http://bit.ly/BeneNPTech.  It may be helpful as you weigh the merits of these products for your institution.

------------------------------
Laura MacDonald CFRE
President
Benefactor Group, LLC
Columbus OH

Original Message:
Sent: 05-11-2019 03:42 PM
From: Margaret Weir
Subject: CRM for small, regional museum?

Hello,

I serve on the board of a very small historical museum in Massachusetts. We're taking steps to implement CRM software. I'm therefore wondering if other small organizations have used any of the following CRM systems, and if so, what worked, what didn't, etc.?

* Sumac

* Donor Perfect

* Donor Snap

* Donor View

* Kindful

* Little Green Light

* NationBuilder

* Neon

* Salsa

* Give Effect

Thank you in advance,

Marnie Weir

Cuttyhunk Historical Society & Museum of the Elizabeth Islands

We use one not on the list called CharityProud and it is very reasonable and very good for the price. We pay about 160 per month for up to 5,000 constituents. A package for fewer would be less.

Peter Crabbe

------------------------------
Peter Crabbe
Executive Director
Channel Islands Maritime Museum
Oxnard CA
------------------------------

Original Message:
Sent: 05-11-2019 03:42 PM
From: Margaret Weir
Subject: CRM for small, regional museum?

Hello,

I serve on the board of a very small historical museum in Massachusetts. We're taking steps to implement CRM software. I'm therefore wondering if other small organizations have used any of the following CRM systems, and if so, what worked, what didn't, etc.?

* Sumac

* Donor Perfect

* Donor Snap

* Donor View

* Kindful

* Little Green Light

* NationBuilder

* Neon

* Salsa

* Give Effect

Thank you in advance,

Marnie Weir

Cuttyhunk Historical Society & Museum of the Elizabeth Islands

We also use CharityProud and are pretty happy with it. We were having trouble pulling the membership report to get all the info we needed for our membership cards and they created a new report for us right away. It's definitely worth looking into.

------------------------------
Mary Delaney
Marketing Director
Museum of Russian Icons
Clinton MA
------------------------------

Original Message:
Sent: 05-13-2019 03:06 PM
From: Peter Crabbe
Subject: CRM for small, regional museum?

We use one not on the list called CharityProud and it is very reasonable and very good for the price. We pay about 160 per month for up to 5,000 constituents. A package for fewer would be less.

Peter Crabbe

------------------------------
Peter Crabbe
Executive Director
Channel Islands Maritime Museum
Oxnard CA

Original Message:
Sent: 05-11-2019 03:42 PM
From: Margaret Weir
Subject: CRM for small, regional museum?

Hello,

I serve on the board of a very small historical museum in Massachusetts. We're taking steps to implement CRM software. I'm therefore wondering if other small organizations have used any of the following CRM systems, and if so, what worked, what didn't, etc.?

* Sumac

* Donor Perfect

* Donor Snap

* Donor View

* Kindful

* Little Green Light

* NationBuilder

* Neon

* Salsa

* Give Effect

Thank you in advance,

Marnie Weir

Cuttyhunk Historical Society & Museum of the Elizabeth Islands

We just transitioned to Neon CRM, and we've been really happy with it.  We wish the front-end especially as it relates to donation forms was a little bit cleaner, but overall we've been really happy with it.  If you have specific questions, I'd be happy to answer those for you!

------------------------------
Maria TeKolste
Advancement Coordinator
Studebaker National Museum
South Bend IN
------------------------------

Original Message:
Sent: 05-11-2019 03:42 PM
From: Margaret Weir
Subject: CRM for small, regional museum?

Hello,

I serve on the board of a very small historical museum in Massachusetts. We're taking steps to implement CRM software. I'm therefore wondering if other small organizations have used any of the following CRM systems, and if so, what worked, what didn't, etc.?

* Sumac

* Donor Perfect

* Donor Snap

* Donor View

* Kindful

* Little Green Light

* NationBuilder

* Neon

* Salsa

* Give Effect

Thank you in advance,

Marnie Weir

Cuttyhunk Historical Society & Museum of the Elizabeth Islands

Margaret,
You may want to look at HubSpot.  The CRM portion is free to download and can support an unlimited amount of users.  The full HubSpot suite is really a marketing automation tool.  But I could see how a museum could leverage it's form tools and really get a lot out of it.  Without making this a 10 page thesis on how Hubspot could be implemented, I'd be happy to chat with you about it.  My number is 567-290-8069.  Or if you're going to be in New Orleans for MuseumExpo2019, stop by the American Frame booth and I can show/tell you how we use it.  

Best,
Craig Hagenbuch
American Frame

------------------------------
Craig Hagenbuch
Sr. Manager, Sales and Service
American Frame Corporation
Maumee OH
------------------------------

Original Message:
Sent: 05-11-2019 03:42 PM
From: Margaret Weir
Subject: CRM for small, regional museum?

Hello,

I serve on the board of a very small historical museum in Massachusetts. We're taking steps to implement CRM software. I'm therefore wondering if other small organizations have used any of the following CRM systems, and if so, what worked, what didn't, etc.?

* Sumac

* Donor Perfect

* Donor Snap

* Donor View

* Kindful

* Little Green Light

* NationBuilder

* Neon

* Salsa

* Give Effect

Thank you in advance,

Marnie Weir

Cuttyhunk Historical Society & Museum of the Elizabeth Islands

Anyone else using Hubspot?

Thanks.

Neil Gordon
CEO
Discovery Museum
Acton MA

------------------------------
Neil Gordon
CEO
Discovery Museums
Acton MA
------------------------------

Original Message:
Sent: 05-14-2019 03:31 PM
From: Craig Hagenbuch
Subject: CRM for small, regional museum?

Margaret,
You may want to look at HubSpot.  The CRM portion is free to download and can support an unlimited amount of users.  The full HubSpot suite is really a marketing automation tool.  But I could see how a museum could leverage it's form tools and really get a lot out of it.  Without making this a 10 page thesis on how Hubspot could be implemented, I'd be happy to chat with you about it.  My number is 567-290-8069.  Or if you're going to be in New Orleans for MuseumExpo2019, stop by the American Frame booth and I can show/tell you how we use it.

Best,
Craig Hagenbuch
American Frame

------------------------------
Craig Hagenbuch
Sr. Manager, Sales and Service
American Frame Corporation
Maumee OH

Original Message:
Sent: 05-11-2019 03:42 PM
From: Margaret Weir
Subject: CRM for small, regional museum?

Hello,

I serve on the board of a very small historical museum in Massachusetts. We're taking steps to implement CRM software. I'm therefore wondering if other small organizations have used any of the following CRM systems, and if so, what worked, what didn't, etc.?

* Sumac

* Donor Perfect

* Donor Snap

* Donor View

* Kindful

* Little Green Light

* NationBuilder

* Neon

* Salsa

* Give Effect

Thank you in advance,

Marnie Weir

Cuttyhunk Historical Society & Museum of the Elizabeth Islands