Nonprofit Improves Processes, Reporting, and Efficiency with Move to New CRM System

Human-Services Case Study

Processes evolve. Needs change. And, it’s not uncommon for nonprofits to find that their old donor database or other Constituent Relationship Management (CRM) system — which once met their needs — can no longer support them.

But, once the big decision is made to move to a new system, there are still considerations: How do you safely move your valuable constituent data into the new system? How do you set up the new system to support new, more efficient processes and give staff members access to the data they need? What do staff members need to know about using the new system? By addressing these considerations, nonprofits can ensure they see the expected benefits of their new technology.

Here’s an example: Heller Consulting helped a Human Services Organization move their data and processes from their existing donor database into Luminate CRM while meeting all of the organization’s requirements.

Following are just some of the results:

  • Improved processes — Development and accounting staff members spend less time struggling with their processes and technology.
  • Better reporting — More development staff members create and run their own reports to measure the effectiveness of their fundraising efforts, without relying on a database administrator.
  • Efficiency and consistency — Training ensures that users of the new system can be up and running efficiently and consistently.

Find out more: Download the Human Services Organizations case study.


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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