Building a CRM Roadmap

Building a CRM Roadmap

Your Constituent Relationship Management (CRM) strategy should then be further articulated in a CRM roadmap – a set of tactical documents that outline the phases and priorities by which the strategy, and thus the vision, will be realized.
There are many moving pieces to be coordinated – people and departments, processes and systems, data and information.

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How to Articulate a CRM Strategy

Articulate a CRM Strategy

Once your Constituent Relationship Management (CRM) vision has been finalized (and engraved on commemorative coffee mugs) it’s time to validate your vision, to verify that it’s a good business decision and significantly advances your organization’s overall objectives. Successful CRM is really about achieving overall organization objectives through developing and executing well-considered strategies.

To help define your strategy for achieving the CRM vision, consider this excerpt from our Insights Into CRM for Nonprofits paper:

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Case Study: Implementing an Engagement Center for Canadian Cancer Society of Saskatchewan


While working with the national community-based organization, Canadian Cancer Society in Saskatchewan (CCSSK), Heller Consulting assisted with implementing a robust system that could more effectively connect its participants, donors, volunteers and cancer survivors.

Like many organizations, CCSSK was manually running their Reminder for Life program. While that works for many organizations and can work for many years, CCSSK was ready to upgrade their systems and automate the process. But where do you start? And who has the time to take a break from the Reminder for Life program to automate the process to save CCSSK time down the road?

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Recap of Bridge Conference #Bridge14 Tweets

#Bridge14 Social Media Statistics

Last week was the 9th Annual Bridge to Integrated Marketing & Fundraising Conference, also known as Bridge Conference, BridgeConf and #Bridge14 for short. Speakers included a wide array of people from organizations like Sierra Club, Humane Society International, American Institute of Architects Foundation, American Red Cross, National Wildlife Federation, Wounded Warrior Project and more. Sessions ranged from direct marketing to planned giving, data and analytics to lessons and case studies to digital, web, email, social and mobile marketing.

Since last year’s BridgeConf was the first conference where we used Radian6 to analyze the #AtTheBridge tweets from the event, we just had to do it again and compare the data!

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How to Articulate a CRM Vision

Introduction to the New CRM Paper from Heller Consulting

We’ve come to understand that putting your whole Constituent Relationship Management (CRM) 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, giving you:

  • Measurable outcomes
  • Greater commitment from all levels of the organization
  • Confidence derived from sound planning

We cover all three areas in Heller Consulting’s paper, Making CRM a Reality, but today we are going to focus on the first, how to articulate your CRM vision.

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