CRM & ROI? There is no RETURN…CRM doesn’t raise $, people do!

CRM ROI

As you enter the initial phases of getting your CRM project investment funded by senior management and your board, a dialogue that will inevitably come up is “what is the ROI?” Wouldn’t it be nice to purloin from those MasterCard ads – priceless – and be done with it? This is the final in a 3-part series, “A complete CRM vision” – designed to help you plan your CRM.

In July and August respectively, I covered “From beginning-to-end staffing models” and “Don’t adopt a CRM” also important to consider during planning.

But today’s topic is ROI.

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Salesforce and roundCorner Release NGO Connect

NGOConnect_Salesforce_roundCause

The big news for nonprofits this week is the announcement of NGO Connect by Salesforce. As the next step in the evolution of their Salesforce1 for Nonprofits innovation plan, Salesforce has introduced a new app designed to connect the many needs of a modern nonprofit organization all under one roof: NGO Connect. Created in partnership with roundCause developers roundCorner, NGO Connect is focused on creating and managing constituent relationships in ways that have been out of reach for many nonprofits.

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Is Your Nonprofit Organization Conversion Ready?

nonprofit conversion CRM implementation
As your nonprofit prepares for a Constituent Relationship Management (CRM) implementation that will involve a fundraising system conversion, it is important to consider the qualities that describe an organization that is prepared for such a project. We’ve compiled a list of qualities that you can use as a self-assessment to identify and plan for preparation activities.

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This is Not a CRM

Computer_Is_Not_CRM

If you subscribe to any of the nonprofit news feeds that I do, you’ve seen a few (or more than a few) articles about Salesforce1 for Nonprofits and a slew of other “CRM” systems. Every one is all new, connects everything together, and makes it easy to do all the things a nonprofit needs to do to deliver on their mission. And while I’m always excited to have more technology companies take an interest in the needs of nonprofits (and we have a lot of needs), I want to give a little blog time back on the concept that is the core issue here: CRM – Constituent Relationship Management.

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Introduction to Change Management

Introduction to Change Management
In Heller Consulting’s 18 years of helping nonprofits with their software needs, we’ve learned that change is the most difficult aspect of most projects. As we’ve pioneered broader Constituent Relationship Management (CRM) adoption at organizations – spanning multiple departments and constituencies – this is perhaps even more true. A familiar anecdote in the technology industry is that 70% of projects fail, with user adoption and acceptance being one of the main reasons. Click to Tweet

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