How To Involve Everyone in Change Management

Involve everyone in Change Management
We’re covering the most important part of Change Management today: the people. Make sure you involve everyone, and involved them early when taking on a project like a Constituent Relationship Management (CRM) implementation. In order to do this you need identify a few key people to help be your cheerleaders throughout the implementation.

Core Leadership Team

Identify your core leadership team and cheerleaders who will spearhead the effort. CRM project leaders are the ambassadors of change. These leaders must be ready for the sustained effort of bringing the entire team along through the process.

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Introduction to Change Management

Introduction to Change Management
In Heller Consulting’s 18 years of helping nonprofits with their software needs, we’ve learned that change is the most difficult aspect of most projects. As we’ve pioneered broader Constituent Relationship Management (CRM) adoption at organizations – spanning multiple departments and constituencies – this is perhaps even more true. A familiar anecdote in the technology industry is that 70% of projects fail, with user adoption and acceptance being one of the main reasons. Click to Tweet

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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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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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What are Salesforce User Groups?

Salesforce User Groups
Salesforce is a robust Constituent Relationship Management (CRM) solution, that has many pieces to customize and tailor to each organization. Because of the complexities of Salesforce, along with their yearly updates, there is a lot to keep up with! Luckily the Salesforce community is a large one with many members eager to help others which provide quite a few options for new (or seasoned) users of Salesforce that need just a little more help.

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