Get CRMready™
The nonprofit CRM readiness workshop

Get CRMready - The nonprofit CRM readiness workshop

Join Keith Heller of Heller Consulting for a FREE webinar series clearly explaining what CRM is, what it does, and how to make it happen in your organization.

You communicate with lots of supporters, but struggle to keep up with all of their information. You spend more time wrestling with your databases and other technology than engaging with your constituents. You have great ideas for serving your constituents better, but your nonprofit’s systems and processes are slowing you down.

Sound familiar? Constituent Relationship Management (CRM) can help!

In this FREE 3-webinar series, you will learn:

  • What CRM is, why it’s important, and how you can make the case for it at your nonprofit
  • How to plan the right approach to CRM for your organization
  • Best practices for implementing processes and technology that enable you to be more responsive and effective in serving and engaging your constituents

Watch all three, and share this with your colleagues.


Webinar 1

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

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The first session of the nonprofit CRM workshop series CRMready is complete, and was an overwhelming success. Keith Heller of Heller Consulting, Rob Jordan, Principal and Solutions Analyst of Idealist Consulting, and Elizabeth Pope, Senior Researcher from Idealware, covered the following topics:

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

Register above to view the recorded webinar and download the bonus materials.

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Webinar 2

Planning Ahead for CRM at Your Nonprofit


After making the important decision to implement a CRM strategy and system for your nonprofit, there are several steps for planning the right approach. From establishing goals and objectives to understanding your current environment and planning and preparing for change, these steps are critical to a successful implementation of CRM.

Join us as we talk with Lisa Fay Wellek, National Director of JDRF, about how they tackled their strategy for a successful CRM initiative.

In this webinar, you’ll learn how to:

  • Identify and prioritize your CRM goals and objectives
  • Take stock of your existing systems and processes
  • Design your organization’s future CRM environment
  • Plan for a phased implementation of your CRM system
  • Communicate with people and coordinate your processes and technology to support your CRM strategy

Register to view the recorded webinar and download the bonus materials.

Return to registration form at the top



Webinar 3

How to Make Your Nonprofit’s CRM Implementation a Success

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Implementing a new CRM system doesn’t have to be painful. Concerns about implementing new processes and technology don’t have to hold you back from adopting a CRM system that will truly support your strategies and drive your organization’s growth.

In this webinar, you’ll learn:

  • Proven best practices and key roles for CRM implementation
  • Sample implementation plans and timelines
  • Guidelines for implementing and integrating your CRM processes and systems
  • How to handle change in your organization through communication, participation and training


You need all the information to achieve CRM success. To help you understand the available tools, all attendees will also receive:

  • Heller Consulting’s 2013 Integrated Suites White Paper
  • Heller’s 2013 Business Intelligence White Paper

Register to view the recorded webinar and download the bonus materials.

Return to registration form at the top



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