Integrating Social and CRM on Nonprofit Radio

Nonprofit Radio Interview with Bryan and Jenn
During NTEN’s Nonprofit Technology Conference (NTC) in March, Bryan Giese and Jenn Smith of Heller Consulting were asked to join Tony Martignetti on his Nonprofit Radio Show. They discussed how to integrate Social Media and Constituent Relationship Management (CRM) Systems.

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#1 Secret Ingredient for Peer-to-Peer Success

peer to peer success

There’s a secret ingredient that’s important for cooking up a successful peer-to-peer campaign. Can you guess what (or who) it is? Here’s a hint: they are passionate about your cause, some of your biggest advocates, and often have a strong connection with your mission. That’s right, your team captains are the special sauce.

When you’re creating a communication strategy for your peer-to-peer campaign, it’s important to make team captains a big part of the recipe. Here are 5 easy ways to stir team captains into the mix:

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A Complete CRM Vision: Don’t adopt CRM: Make Your Own Lines

complete crm vision

As your organization prepares for a CRM deployment, DO NOT discuss an adoption strategy; it’s the wrong conversation. Rather you should define and agree upon what constitutes CRM use and then make those processes mandatory. This is second in a 3-part series, “A complete CRM vision” – designed to help you plan your CRM.

  1. On July 21, I covered “From beginning-to-end staffing models
  2. CRM ROI. Stay tuned, this will be the final post – it will not be what you expect
  3. How to define what constitutes CRM use, today’s topic.
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EZ Project Debrief Process

project debrief

Hooray! You finally made it to the finish line of your latest online project. The project was big and daunting and you feel like you just completed an Ironman triathlon. You swam through the choppy budget waters without drowning, rode past all those deadline checkpoints, and somehow managed to run to the finish line just in time for launch.

By the time you cross that finish line you probably just want to collapse in exhaustion and forget it ever happened. But just like a good post-race routine that helps your body recover and prepare for the next race, your project needs a proper debrief process. Taking 60 minutes to do a quick and simple project debrief will help you get to the finish line at the next race stronger, faster, and with less challenges.

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Transforming CRM Vision into a Reality

Transforming CRM Vision into Reality
We’ve come to understand that putting your whole Constituent Relationship Management picture together is a journey of three stages from aspirational to strategic to practical.

It’s a critical process to go through, and it’s not always easy or quick. However, the benefits are enormous:

  • Measurable outcomes
  • Greater commitment from all levels of the organization
  • Confidence derived from sound planning
  • Increased likelihood of success in implementation
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Consultants: the Toughest Partner You’ll Ever Love

Love Your Consultant
Being founded by a Peace Corps volunteer, we have a fondness at Idealist Consulting for the slogan, “the toughest job you’ll ever love.” We find it is an apt way to describe the consultant-nonprofit relationship as well: when it goes well, it is life-changing, but when it goes poorly, cultures collide and no one wins. This post was originally written with the Salesforce community in mind (you can read our full case for hiring a Salesforce consultant here), but the tips are equally applicable for anyone embarking on large technology projects.

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