How to Make Your Nonprofit’s CRM Implementation a Success

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Your nonprofit is excited about its plan for a new CRM system. You’ve planned well – establishing your goals and objectives, understanding your current technology and operational environment, and preparing for change.

Now it’s time to implement your new CRM processes and system. Sound daunting? It 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.

On May 15 at 1:00pm Eastern, we’ll share more about planning for your CRM implementation in our webinar, How to Make Your Nonprofit’s CRM Implementation a Success. This webinar will cover topics including:

  • 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

In addition to sharing the lessons we’ve learned about successful CRM implementations, we’ll provide all attendees with the following materials:

  • Heller Consulting’s 2013 Integrated Suites paper
  • Heller Consulting’s 2013 Business Intelligence paper

Spaces are filling fast – Register 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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