Nonprofit Leverages Salesforce.com for More Accurate, Efficient Grant Management

Nonprofit Leverages Salesforce.com for More Efficient Grant Management

Your nonprofit may have data and processes from one program running smoothly, while another program just isn’t as efficient. This isn’t unusual. And, it makes sense: It’s nearly impossible for nonprofits to tackle consolidating data and streamlining processes across the entire organization, all at once.

But, with a CRM system like Salesforce.com in place, nonprofits have a single platform for managing all of their data and processes, and can add to it as needed.

Here’s an example: Heller Consulting helped Alliance for Climate Education (ACE) move their grant management data and processes from inefficient spreadsheets and email into their existing Salesforce.com system.

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CRM for Nonprofits: Past, Present and Future

The Past, Present, and Future of CRM

The nonprofit sector is really buzzing about Constituent Relationship Management (CRM). But, how did we get here? Why is NOW the time for CRM? And, what do we have to look forward to next in the world of CRM for nonprofits?

The Past

Let’s start waaaaay back in the 1990s. Many nonprofits were putting in place donor databases and adding on systems for event management, volunteer management, and other specific functions. The result: multiple databases with disparate and often overlapping data.

In the early-to-mid 00’s, we then started really seeing the rise of the Internet and email, and many nonprofits began adding even more data silos as they collected online data and managed processes via email. As nonprofits began to see the challenges of disparate data, and the success of Customer Relationship Management in the for-profit space, CRM seemed to be the answer to this growing data problem.

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Planning Ahead for CRM at Your Nonprofit: Featuring JDRF and Heller Consulting

Compass

After making the important decision to implement a CRM strategy and system for your nonprofit, there are several steps for planning the right approach. These steps involve thinking about what your nonprofit wants from its CRM system, how you need to accomplish your work, how information is (or should be) handled in your organization, and how you want to prioritize various aspects of your CRM implementation. From establishing goals and objectives to understanding your current environment and planning and preparing for change, the steps are critical to a successful implementation of CRM.

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The First of Three CRMready Webinars – The Basics

Get CRMready - The nonprofit CRM readiness webinar

The first session of the nonprofit CRM workshop series CRMready is complete, and was an overwhelming success. Keith Heller of Heller Consulting, Rob Jordan, Principal and Solutions Analyst of Idealist Consulting, and Elizabeth Pope, Senior Researcher from Idealware, covered the following topics:

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5 Signs Your Nonprofit Needs a CRM System

5 Signs Your Nonprofit Needs a CRM System

Committing to a Constituent Relationship Management (CRM) system is a big, and important, step for any nonprofit. But the benefits can be significant. How do you know if it’s time for you to move forward with a CRM system?

Here are five signs that it may be time for your organization to make the move:

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