Analytics and Change Management

Analytics and Change ManagementSo far, we have covered everything from planning and involvement to executing a successful CRM Change Management Plan. “Data-driven decisions”, “360-degree view”, and “improved reporting” are all popular reasons we hear for organizations adopting CRM. For many of you, reporting is one of the most difficult parts of the project to do well, and it can be tempting to push it off in the timeline and say you’ll come back to it later.

Create Measurable Outcomes

We advocate for determining measurable outcomes and key metrics as soon as you start translating your CRM vision into strategy. The truth is, it’s hard work to determine metrics that are meaningful to your organization, and then to make sure the information needed for the reports will be readily accessible. Keep reporting front and center from Day one. After all, analytics is the feedback loop that continuously makes the organization smarter and better.


This is another area to prioritize outcomes, and know that there will be some compromises made on less pressing reporting needs.

Variety is Necessary

Lastly, since your CRM project is going to move through phases, be open to the possible necessity of using a variety of reporting tools.

For more information on change management and CRM vision, download our paper on CRM and Change Management now:

Download the CRM Paper Now!
Emma Shipley

About Emma Shipley

I have always held a passion for community involvement, fundraising, and volunteering, which has brought me in touch with a number of nonprofit organizations. During my time at Indiana University, I worked with the City of Bloomington Volunteer Network to connect citizens with their ideal volunteer experience while promoting volunteerism in the community. In addition, I spent the summer of 2012 working as a mentor for adolescent girls ages 5-15 at Girls, Incorporated of Monroe County. I received my degree in Journalism with a focus in Marketing and Visual Communications. In my free time, I enjoy live music, visiting farmer’s markets, trying new recipes, and exploring Chicago.

One comment

  1. This is great info! Thanks!

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