If your museum has never had a CRM, it’s easy to be tempted by CRM vendor’s checklists of ‘can’t-live-without-them’ features. And if this isn’t your first CRM, you probably know what you like. But easy-to-use and easy-to-talk-to are, as the hyperbole goes, everything.
Why is simplicity so important?
If a CRM is easy to use, it will be easy to learn, and the technology will be accessible to more of your team. Getting acquainted with a new system quickly will allow them to make better use of its more powerful features.
If a CRM is easy to talk to, developers will be able to feed it with activity that happens anywhere the visitor’s email address is associated, like shop purchases or in-gallery interactive experiences.
On the flip side, if it’s easy to get data out of a CRM, it’s easier to do custom analysis, connect to other systems like your website or Zapier for automation. And when the time comes to move to a different CRM, it’ll be much easier to migrate all the data to the new CRM.
Get a little help from your contemporaries