Will we see you at NTC in Minneapolis?

Join us at #13NTC in Minneapolis

Are you are going to the 2013 Nonprofit Technology Conference (NTC) in Minneapolis this week? We will absolutely be there, so be sure to stop by and see us. Find us at the Heller Consulting booth, or with the teams from Idealist Consulting, and Firefly Partners. We’d love to meet you!

We’ll absolutely be attending these events as well:

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Free pass to NTC, up for grabs!

NTC Banner

You wanted to go to NTC this year, but put off registering. Now it’s only a week away, and registration is $900. Drat!

Tell you what we’re going to do. We’re going to give away one pass to NTC so that you can go, soaking in all the nonprofit technology joy you can handle.

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Avectra, Fundraising, and the Power of CRM

Team Heller and Avectra discuss CRM and fundraising.

One of the hottest topics today is how use CRM to raise more money for your nonprofit. If you are going to the Avectra Users and Developers Conference March 3-5, you will get a chance to hear Heller Consulting and netFORUM experts from Avectra to talk about the CRM tools and techniques you can use to boost your fundraising success rate. Here are a few more details:

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What is CRM and what does it mean to nonprofits?

 

Questions Concept Blackboard

 

For the past couple of years, I’ve been hyper-focused on CRM. Changes in the technology landscape and nonprofits’ engagement with their constituents have converged to present exciting opportunities to effectively meet the needs of contemporary nonprofits via CRM. But what is CRM? Three simple letters but often a Pandora’s box full of responses when you start asking. However, I am willing to take a swing at it.

First, the basics. In the nonprofit sector we talk about “Constituent Relationship Management” (in the commercial sector it’s about Customers). To dig deeper, I’ll pull on our firm’s experience designing and implementing CRM environments at many nonprofits large and small, and our conversations with many more organizations.  For our 2012 white paper “Insights into Nonprofit CRM” , we interviewed CIOs at 30 of the largest nonprofits in the country.  In the course of these conversations, three definitions for CRM emerged: CRM as a System, Service and Strategy.

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So You’ve Hired a CRM Administrator…

So you've hired a CRM Administrator, how do you enable them to succeed?

In the opening article of this series we gave our impressions of what are the qualities of a strong CRM Administrator. Several others in the blogosphere have also contributed to this conversation, including Tal Frankfurt at Cloud for Good and Mike Gerholdt at ButtonClick Media.

I’d like to take a moment to talk about some of my own experiences and observations as both a technology manager and Salesforce.com consultant working with nonprofit clients varying in size and scope from a dozen employees to many national offices and site locations.

A lot of traits that cut across the posts mentioned above make strong cases for understanding how to identify people who might fill this role for your organization successfully. Too often, by my assessment, these folks are then quickly beleaguered and locked into a battle of both responding to CRM-related requests and explaining what they do to justify their role and responsibilities.

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