CRM: What It Is, Why It’s Important, and How to Make the Case for It at Your Nonprofit

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Constituent Relationship Management seems to be on the minds of nearly everyone in the nonprofit world. Much has been written about CRM’s promises of integrated information, more efficient processes, improved constituent engagement… the list goes on. This is all true, and the realization of these promises means that the multiple places where your constituents interact with you or your mission may finally be consolidated into one continually enriched database.

But, CRM is about more than just technology. It involves software, systems, service, and strategy. It also must be considered in the context of both technology and engagement — after all, how you intend to engage with your constituents defines what you need from your technology solutions.

Join us April 17 at 1:00pm Eastern

We’ll share more about CRM for nonprofits in our webinar, CRM: What It Is, Why It’s Important and How to Make the Case for It at Your Nonprofit. This webinar will cover topics including:

  • What CRM is, and what it can mean to nonprofits
  • How to understand and organize your nonprofit’s CRM needs
  • The benefits of a well-planned CRM strategy
  • How to build a business case in support of CRM at your organization
  • How to get your organization’s and board’s buy-in for a CRM initiative

Our special guest, Rob Jordan of Idealist Consulting, will join us to provide additional insights into these topics.

To make sure you get the most out of this session, we’re also providing all attendees with:

  • A CRM readiness worksheet to help you get going with CRM
  • A business intelligence worksheet for planning ways to get the most out of your data
View Webinar 1


The Connected Cause is a place for experts in the nonprofit online space to share perspective, offer guidance and promote best practices for using today’s technology effectively. Our goal is to provide a comprehensive source of collaborative thought leadership for the nonprofit industry.

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