Get CRMready, Part 3: Make Your CRM Implementation a Success

Make Your Nonprofit's CRM Implementation a Success

The Get CRMready nonprofit CRM readiness workshop wrapped up this week with the final webinar of the three-webinar series. Keith Heller, Smita Vadakekalam, and BJ Cortis of Heller Consulting talked about what it takes to implement a CRM system that will truly support a nonprofit’s strategies and drive growth.

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3 Common CRM Implementation Challenges Nonprofits Face

3 Common CRM Implementation Challenges Nonprofits Face

So you’re ready to dive into a CRM implementation project. You’ve determined that your nonprofit needs a CRM system  and that your nonprofit is CRM ready. You have weighed considerations for moving your data into a new system, and you’ve gotten the go-ahead to get started.

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CRM Advice from the Top – An Executive Director’s Tips for Getting a CRM Initiative Going

CRM Advice from an Executive Director

In our recent discussion with Barry Finestone, Executive Director at the Jewish Community Center of San Francisco (JCCSF) to get his thoughts about the role of executive leadership in a Constituent Relationship Management (CRM) initiative, he offered a few pieces of CRM advice that we just had to share. Whether you’re an executive director kicking off a CRM initiative or a non-executive looking to get an executive team on board with CRM, Barry has some tips for you.

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How to Make Your Nonprofit’s CRM Implementation a Success

Sign up for CRMready to make your implementation a success

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.

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Executive Leadership in a CRM Initiative – A Q&A with Barry Finestone from JCCSF

Executive Leadership in a CRM Initiative

There are many factors to a successful Constituent Relationship Management (CRM) initiative — not the least of which is executive leadership. We recently sat down with Barry Finestone, Executive Director at the Jewish Community Center of San Francisco (JCCSF) to get his thoughts about the role of executive leadership in a CRM initiative.

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What It Means to Be a Salesforce MVP

What is Means to Be a Salesforce MVP

This month, I became a Salesforce MVP. I’m extremely honored. And excited.

Here’s why: Salesforce created the MVP program to recognize standouts in the Salesforce community for their leadership, expertise and ongoing contributions. Being selected as an MVP puts me in the company of some amazingly talented people (many of whom I have admired for years!) who are sharing their expertise and lessons learned by answering questions, writing blogs, leading user groups, sharing best practices, and more – all to help each other, and the entire Salesforce community, use one of the most effective and efficient tools available for CRM.

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