Integrating Social and CRM on Nonprofit Radio

Nonprofit Radio Interview with Bryan and Jenn
During NTEN’s Nonprofit Technology Conference (NTC) in March, Bryan Giese and Jenn Smith of Heller Consulting were asked to join Tony Martignetti on his Nonprofit Radio Show. They discussed how to integrate Social Media and Constituent Relationship Management (CRM) Systems.

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A Complete CRM Vision: Don’t adopt CRM: Make Your Own Lines

complete crm vision

As your organization prepares for a CRM deployment, DO NOT discuss an adoption strategy; it’s the wrong conversation. Rather you should define and agree upon what constitutes CRM use and then make those processes mandatory. This is second in a 3-part series, “A complete CRM vision” – designed to help you plan your CRM.

  1. On July 21, I covered “From beginning-to-end staffing models
  2. CRM ROI. Stay tuned, this will be the final post – it will not be what you expect
  3. How to define what constitutes CRM use, today’s topic.
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Transforming CRM Vision into a Reality

Transforming CRM Vision into Reality
We’ve come to understand that putting your whole Constituent Relationship Management picture together is a journey of three stages from aspirational to strategic to practical.

It’s a critical process to go through, and it’s not always easy or quick. However, the benefits are enormous:

  • Measurable outcomes
  • Greater commitment from all levels of the organization
  • Confidence derived from sound planning
  • Increased likelihood of success in implementation
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What To Do With CRM Data

CRM Data
HARK! And ye shall hear the Gospel of Data that has been foretold by the Prophets of CRM! Sound familiar? I hear it all the time. There’s been a shift in the world from what was considered “Mass Communications” to the Next Generation of “Personalized Messaging.” (That was bad, I’m sorry.) There are a variety of CRM solutions to choose from, but the same questions always come up:

  • What can I do with this data? How do I use it?
  • How will access to this data improve my organization?
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Building a CRM Roadmap

Building a CRM Roadmap

Your Constituent Relationship Management (CRM) strategy should then be further articulated in a CRM roadmap – a set of tactical documents that outline the phases and priorities by which the strategy, and thus the vision, will be realized.
There are many moving pieces to be coordinated – people and departments, processes and systems, data and information.

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