How to Articulate a CRM Strategy

Articulate a CRM Strategy

Once your Constituent Relationship Management (CRM) vision has been finalized (and engraved on commemorative coffee mugs) it’s time to validate your vision, to verify that it’s a good business decision and significantly advances your organization’s overall objectives. Successful CRM is really about achieving overall organization objectives through developing and executing well-considered strategies.

To help define your strategy for achieving the CRM vision, consider this excerpt from our Insights Into CRM for Nonprofits paper:

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A Complete CRM Vision: From Beginning-to-End Staffing: Don’t Forget Your Balls

A Complete CRM Vision by Lisa Fay

As your organization prepares for a CRM deployment, it’s critical to determine what you want to look like as an organization after you go live. In this 3-part series, “A complete CRM vision” I will cover three components that should be part of the initial proposal:

  1. A definition of what constitutes CRM use.
  2. CRM ROI. Stay tuned, this conversation has a twist.
  3. Properly aligned staffing models post-deployment, or “from beginning-to-end staffing” – today’s topic.
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Case Study: Implementing an Engagement Center for Canadian Cancer Society of Saskatchewan


While working with the national community-based organization, Canadian Cancer Society in Saskatchewan (CCSSK), Heller Consulting assisted with implementing a robust system that could more effectively connect its participants, donors, volunteers and cancer survivors.

Like many organizations, CCSSK was manually running their Reminder for Life program. While that works for many organizations and can work for many years, CCSSK was ready to upgrade their systems and automate the process. But where do you start? And who has the time to take a break from the Reminder for Life program to automate the process to save CCSSK time down the road?

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Recap of Bridge Conference #Bridge14 Tweets

#Bridge14 Social Media Statistics

Last week was the 9th Annual Bridge to Integrated Marketing & Fundraising Conference, also known as Bridge Conference, BridgeConf and #Bridge14 for short. Speakers included a wide array of people from organizations like Sierra Club, Humane Society International, American Institute of Architects Foundation, American Red Cross, National Wildlife Federation, Wounded Warrior Project and more. Sessions ranged from direct marketing to planned giving, data and analytics to lessons and case studies to digital, web, email, social and mobile marketing.

Since last year’s BridgeConf was the first conference where we used Radian6 to analyze the #AtTheBridge tweets from the event, we just had to do it again and compare the data!

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5 Essential Elements for a Strong Fundraising Campaign

5 Essential Elements for a Strong Campaign

When it comes to planning and executing a successful advocacy or fundraising campaign online, you don’t have to reinvent the wheel. By using these five essential elements, you can lay the foundation for your next online campaign and start to see your efforts pay off.

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SF1 for Nonprofits: Highlight on Communications

SF1 for Nonprofits: Highlight on Communications

A few weeks back we talked about Communities, the first pillar of the Salesforce1 (SF1) for Nonprofits strategy: what they are and how to best utilize a communities manager. Today we’re back to dig into the next pillar: Communications. What does communications mean to nonprofits today, and how can your organization start thinking in new ways about your communication strategy, regardless of budget?

As devoted followers of The Connected Cause, you know better than most that “communication” means many things to nonprofits today – it typically hinges on mass email, but marketing automation, CRM integration, and social listening are all features of many email service providers.

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