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On-demand webinar

Five Questions to Ask When Switching CRMs

Are you a nonprofit wanting to switch to different donor management software, but you’re not quite sure it’s worth the trouble?

Erik Hartwig of CharityEngine walked nonprofits through five questions you need to ask potential vendors to ensure you’re finding that elusive match made in heaven. He gave an honest look at what to expect.

Armed with reasonable expectations and the answers to five key questions, you’ll be equipped to find the right software vendor and do your part to keep the switching smooth.

In this on-demand webinar, you will learn the following:

  • Five illuminating questions to ask CRM vendors
  • What to expect during an implementation, both the good and the unavoidable
  • The one red flag that should change your mind




Erik Hartwig


Erik Hartwig has been working with clients of all sizes for more than 20 years, in both the corporate and nonprofit spaces. He loves waking up every day knowing he has the opportunity to help more organizations use technology to realize their revenue goals and further their mission.

Most recently, Erik has spent the last 14 years helping associations and nonprofits evaluate and implement online community, marketing automation, email marketing, events management, and donor management software into their business process.