Executive Summary: Taking Engagement Seriously

Executive Summary: Taking Engagement Seriously

Failure to engage with constituents results in a loss of connection, dollars, and goodwill. So often, organizations believe that a large CRM technology change will be the key to solving all of their constituent engagement problems. Unfortunately, technology is one piece in a much larger puzzle. In this executive summary of Heller Consulting’s paper, Taking Engagement Seriously, they discuss the many components that go into a CRM solution including aligning business practices, planned engagement strategy, and the right technology.

This paper covers:

  • Where to start – outlining a vision of enriched engagement and interaction with constituents
  • Developing an engagement strategy – improve communication, analyze current data, and map out a journey
  • Improve internal communication to build a better experience for constituents
  • Why automation will make your life easier
  • Using data to develop results driven solutions

To download the executive summary, head over to Heller Consulting’s website.
Jump to the Executive Summary!

Emma Shipley

About Emma Shipley

I have always held a passion for community involvement, fundraising, and volunteering, which has brought me in touch with a number of nonprofit organizations. During my time at Indiana University, I worked with the City of Bloomington Volunteer Network to connect citizens with their ideal volunteer experience while promoting volunteerism in the community. In addition, I spent the summer of 2012 working as a mentor for adolescent girls ages 5-15 at Girls, Incorporated of Monroe County. I received my degree in Journalism with a focus in Marketing and Visual Communications. In my free time, I enjoy live music, visiting farmer’s markets, trying new recipes, and exploring Chicago.

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