How to Articulate a CRM Strategy

Articulate a CRM Strategy

Once your Constituent Relationship Management (CRM) vision has been finalized (and engraved on commemorative coffee mugs) it’s time to validate your vision, to verify that it’s a good business decision and significantly advances your organization’s overall objectives. Successful CRM is really about achieving overall organization objectives through developing and executing well-considered strategies.

To help define your strategy for achieving the CRM vision, consider this excerpt from our Insights Into CRM for Nonprofits paper:

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A Complete CRM Vision: From Beginning-to-End Staffing: Don’t Forget Your Balls

A Complete CRM Vision by Lisa Fay

As your organization prepares for a CRM deployment, it’s critical to determine what you want to look like as an organization after you go live. In this 3-part series, “A complete CRM vision” I will cover three components that should be part of the initial proposal:

  1. A definition of what constitutes CRM use.
  2. CRM ROI. Stay tuned, this conversation has a twist.
  3. Properly aligned staffing models post-deployment, or “from beginning-to-end staffing” – today’s topic.
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How to Articulate a CRM Vision

Introduction to the New CRM Paper from Heller Consulting

We’ve come to understand that putting your whole Constituent Relationship Management (CRM) 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, giving you:

  • Measurable outcomes
  • Greater commitment from all levels of the organization
  • Confidence derived from sound planning

We cover all three areas in Heller Consulting’s paper, Making CRM a Reality, but today we are going to focus on the first, how to articulate your CRM vision.

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Introduction to Making Your CRM Dreams a Reality

Introduction to the New CRM Paper from Heller Consulting
The real challenges to implementing a Constituent Relationship Management (CRM) system are defining your overall strategy and managing the organizational change necessary to make it happen. In 2012 Heller Consulting published Insights Into CRM for Nonprofits on The Connected Cause which stimulated many great conversations with industry leaders. Since 2012 Heller has continued to gain new insights from their CRM projects, which they wanted to share with other nonprofit organizations. Their recently released follow up paper, Making Your CRM Asipration a Reality, Heller shares practical tips and tools to get your organization on its way from CRM vision to reality.

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Luminate CRM Available in the Salesforce Appexchange


With all the discussion around Salesforce1 recently, some may have missed Blackbaud’s announcement that Luminate CRM is now available in the Salesforce1 Appexchange, allowing organizations that are already utilizing or considering the platform to take advantage of it’s tools and features.

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