Taking Engagement Seriously – The CRM Vision

Taking Engagement Seriously - The CRM Vision

Nonprofits are continuously presented with opportunities to engage with constituents – partners, volunteers, advocates, donors, the beneficiaries of the mission and more. While some organizations rise to the challenge and provide a rich engagement experience to those seeking to connect, other times organizations miss an opportunity to meet constituents with the right type of engagement at the right time. Those missed opportunities can translate to loss of connection, loss of dollars, loss of goodwill and loss of motivation to do more with the organization. To help nonprofits understand the impact this can have, Heller has created the paper Taking Engagement Seriously to explain how to develop an Engagement Strategy, and clarify how it can influence how your organization approaches all of your constituent engagement efforts. One of the first places to start with planning an engagement strategy is to have a clear understanding of CRM and how it relates to your organization.

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Salesforce World Tour – Washington D.C.

Salesforce World Tour - Washigton, D.C.

In one week, organizations from across the country will be sharing the secrets to their success at the Salesforce World Tour in Washington, D.C. Keeping up with the newest tools and techniques for nonprofit success is no easy task, which is why the Salesforce World Tour in Washington, D.C. is such a great opportunity. Register now to experience the latest Salesforce products in action during classes, sessions, and workshops with other nonprofit professionals just like you. The Salesforce World Tour has the innovation and fun of a mini Dreamforce, right in your backyard! Check out the success services zone to learn more about the Salesforce training, certification, support and consulting programs available to help you make the most our of your Salesforce products. Schedule time to meet up with industry professionals, Heller Consulting, who can help guide you through the flood of information and provide you with specific details on how new technology can truly impact your organization. Register for free today to take part in this awesome experience!

 

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CRM Governance – Donors are Eggstra Special!

CRM Governance

A CRM deployment requires its own relationship management strategy. You may have separate entities each having their own spreadsheets, databases and rules. Having all this information in one place, your new CRM, means that you have to discuss governance. By this, I mean governance of data management (what users can do what to the records), governance of the donor (who “owns” the donor) and governance of business process (which department wins).

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Taking Engagement Seriously: Engagement Strategy and Your CRM

Taking Engagement Seriously

Nonprofits are continuously presented with opportunities to engage with constituents – partners, volunteers, advocates, donors, the beneficiaries of the mission and more. While some organizations rise to the challenge and provide a rich engagement experience to those seeking to connect, other times organizations miss an opportunity to meet constituents with the right type of engagement at the right time. Those missed opportunities can translate to loss of connection, loss of dollars, loss of goodwill and loss of motivation to do more with the organization.

Creating a robust and effective Engagement Strategy is one of the most effective ways to create richer and more rewarding relationships with your constituents, and an important first step toward developing an organizational CRM road map for the future.

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Nonprofit Starter Pack Feature: Ease of Basic Processes

Nonprofit Starter Pack Feature: Basic Ease of Processes

The Nonprofit Starter Pack (NPSP) 3.0 is an App that configures Salesforce for lightweight demographic, relationship management, donation management and volunteer management needs of nonprofits. The NPSP is offered free of charge by the Salesforce Foundation. The Salesforce Foundation makes it easy to get NPSP 3 whether you are new to Salesforce or upgrading from an earlier version. Heller Consulting released a white paper describing the basic features of the NPSP. So far we have covered Data Model and Functionality, Demographics, and Financials.Today we will cover Ease of Basic Processes.

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