How not to pick a mediocre database

For nonprofit leaders, it’s easy to point out what’s not working with existing solutions. When sales people host meetings to show their tool and demos, it’s easy to get caught up in a fancy design or one small component that meets a high priority need.

But what many leaders lack when choosing a new solution is a comprehensive vision for what they require in a new system. As your team goes through a vendor selection process, you need to have guiding principles: A list of non-negotiables that will guide the whole decision-making process. Below are some examples of how to craft yours.

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3 steps to a strong client-tracking system in Google Sheets