Get CRMready, Part 2: Planning Ahead

Get CRMready Part 2: Planning Ahead

The Get CRMready nonprofit CRM readiness workshop continued this week with webinar two of the three-webinar series. Lisa Fay Wellek, National Director of JDRF, joined Keith Heller, CEO of Heller Consulting, to talk about planning ahead and preparing for a successful implementation of a CRM strategy and system.

In addition to discussing how JDRF tackled their own strategy for a successful CRM initiative, Lisa and Keith discussed the following topics:

  • How to identify and prioritize your nonprofit’s CRM goals and objectives
  • How to take stock of your existing systems and processes
  • What it takes to design your organization’s future CRM environment
  • Approaches for planning for a phased implementation of your CRM system
  • Ways to communicate with people and coordinate your processes and technology to support your CRM strategy

For more information about nonprofit CRM and the topics covered in this webinar, view the recording and take a look at the JDRF case study:

Click here to view Webinar 2



And, be sure to register for the final webinar in the CRMready nonprofit CRM readiness workshop. You’ll learn how to plan ahead for CRM at your organization, and how to make your CRM implementation a success!

Register for the final webinar now!


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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