Nonprofit Gains Efficiencies Using a Cloud-based CRM System

Single Cloud Based CRM System for a Better Nonprofit Experience

Your organization may have merged with another nonprofit, or simply adopted multiple systems for constituent relationship management over time. No matter how your nonprofit ended up there, juggling multiple, overlapping or disparate systems and processes is a recipe for operational inefficiency and an inconsistent experience for your constituents.

Clean Up Processes

Building a comprehensive system — especially one that takes advantage of the benefits of cloud-based CRM technology — can help clean up your processes and support all of your activities. Here’s an example: When two organizations merged to form the National Brain Tumor Society (NBTS), the group worked with Heller Consulting to immediately combine overlapping databases, and later build a coordinated, cloud-based system of CRM, case management, call center, grant-making, and fundraising solutions to better support their program and fundraising efforts.

Results

Following are some of the results:

  • Aligned engagement and communications strategies, technology and operations to provide constituents a seamless experience with the organization.
  • Organized business practices and staff roles to better support collaboration and minimize inefficient work.
  • Established NBTS on Salesforce.com’s CRM platform and provided them with skills for future growth and expansion.

Find out more about this success story here:

About

The Connected Cause is a place for experts in the nonprofit online space to share perspective, offer guidance and promote best practices for using today’s technology effectively. Our goal is to provide a comprehensive source of collaborative thought leadership for the nonprofit industry.

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