CRM Advice from the Top – An Executive Director’s Tips for Getting a CRM Initiative Going

CRM Advice from an Executive Director

In our recent discussion with Barry Finestone, Executive Director at the Jewish Community Center of San Francisco (JCCSF) to get his thoughts about the role of executive leadership in a Constituent Relationship Management (CRM) initiative, he offered a few pieces of CRM advice that we just had to share. Whether you’re an executive director kicking off a CRM initiative or a non-executive looking to get an executive team on board with CRM, Barry has some tips for you.

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How to Make Your Nonprofit’s CRM Implementation a Success

Sign up for CRMready to make your implementation a success

Your nonprofit is excited about its plan for a new CRM system. You’ve planned well – establishing your goals and objectives, understanding your current technology and operational environment, and preparing for change.

Now it’s time to implement your new CRM processes and system. Sound daunting? It doesn’t have to be painful. Concerns about implementing new processes and technology don’t have to hold you back from adopting a CRM system that will truly support your strategies and drive your organization’s growth.

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Executive Leadership in a CRM Initiative – A Q&A with Barry Finestone from JCCSF

Executive Leadership in a CRM Initiative

There are many factors to a successful Constituent Relationship Management (CRM) initiative — not the least of which is executive leadership. We recently sat down with Barry Finestone, Executive Director at the Jewish Community Center of San Francisco (JCCSF) to get his thoughts about the role of executive leadership in a CRM initiative.

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Get CRMready, Part 2: Planning Ahead

Get CRMready Part 2: Planning Ahead

The Get CRMready nonprofit CRM readiness workshop continued this week with webinar two of the three-webinar series. Lisa Fay Wellek, National Director of JDRF, joined Keith Heller, CEO of Heller Consulting, to talk about planning ahead and preparing for a successful implementation of a CRM strategy and system.

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5 Signs Your Nonprofit’s CRM System and Processes Need Streamlining

5 Signs Your Nonprofit CRM System Needs Streamlining

Do you ever get the feeling that your donor database or CRM system is slowing you down? You might think it’s time to throw it out and start from scratch with a new system. But, in reality, you may just need to streamline the way you use it.

Here are five telltale signs that your nonprofit’s CRM system and processes need streamlining:

1. Producing accurate reports and mailing lists is impossible

At Heller Consulting, our approach is to use the native features of a system to develop outputs, such as reports and mailing lists, that can be generated by all users. This requires that your codes and data be organized logically to allow for accurate reporting and mailing list generation using standard system functionality. The following situations are signs that your codes and data are not organized in a way that supports accurate list building or reporting and should be cleaned and streamlined:

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