Get CRMready, Part 2: Planning Ahead

Get CRMready Part 2: Planning Ahead

The Get CRMready nonprofit CRM readiness workshop continued this week with webinar two of the three-webinar series. Lisa Fay Wellek, National Director of JDRF, joined Keith Heller, CEO of Heller Consulting, to talk about planning ahead and preparing for a successful implementation of a CRM strategy and system.

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5 Signs Your Nonprofit’s CRM System and Processes Need Streamlining

5 Signs Your Nonprofit CRM System Needs Streamlining

Do you ever get the feeling that your donor database or CRM system is slowing you down? You might think it’s time to throw it out and start from scratch with a new system. But, in reality, you may just need to streamline the way you use it.

Here are five telltale signs that your nonprofit’s CRM system and processes need streamlining:

1. Producing accurate reports and mailing lists is impossible

At Heller Consulting, our approach is to use the native features of a system to develop outputs, such as reports and mailing lists, that can be generated by all users. This requires that your codes and data be organized logically to allow for accurate reporting and mailing list generation using standard system functionality. The following situations are signs that your codes and data are not organized in a way that supports accurate list building or reporting and should be cleaned and streamlined:

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Nonprofit Leverages Salesforce.com for More Accurate, Efficient Grant Management

Nonprofit Leverages Salesforce.com for More Efficient Grant Management

Your nonprofit may have data and processes from one program running smoothly, while another program just isn’t as efficient. This isn’t unusual. And, it makes sense: It’s nearly impossible for nonprofits to tackle consolidating data and streamlining processes across the entire organization, all at once.

But, with a CRM system like Salesforce.com in place, nonprofits have a single platform for managing all of their data and processes, and can add to it as needed.

Here’s an example: Heller Consulting helped Alliance for Climate Education (ACE) move their grant management data and processes from inefficient spreadsheets and email into their existing Salesforce.com system.

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CRM for Nonprofits: Past, Present and Future

The Past, Present, and Future of CRM

The nonprofit sector is really buzzing about Constituent Relationship Management (CRM). But, how did we get here? Why is NOW the time for CRM? And, what do we have to look forward to next in the world of CRM for nonprofits?

The Past

Let’s start waaaaay back in the 1990s. Many nonprofits were putting in place donor databases and adding on systems for event management, volunteer management, and other specific functions. The result: multiple databases with disparate and often overlapping data.

In the early-to-mid 00’s, we then started really seeing the rise of the Internet and email, and many nonprofits began adding even more data silos as they collected online data and managed processes via email. As nonprofits began to see the challenges of disparate data, and the success of Customer Relationship Management in the for-profit space, CRM seemed to be the answer to this growing data problem.

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Top 5 Things Accidental Techies Need to Know Right Now

Top 5 Things Accidental Techies Need to Know

Does this sound like you? Majored in Social Justice. Took a job at a nonprofit out of college to “get your feet wet and make a difference.” Decided to create a blog for your advocacy department because it seemed “like it would be fun.” Upper management now considers you to be the expert on using social media. Your job title doesn’t reflect the technical work you do.

Things Are Getting (More) Complicated

Ah, 2008…remember when all you needed to do was send out a few email messages and update the home page? In just a few short years we’ve added social media, CRM and smart phones to the mix. We know how you feel – it’s tough to stay on top of it all.

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How to Handle Technology Change at Your Nonprofit

How to handle change at your nonprofit.

At Heller Consulting, we spend a lot of time talking about change. We talk with nonprofits, with other team members, sometimes even to ourselves. We also think about change a lot. It’s happening all around us; change is a constant. What’s important is how you deal with it — especially when it comes to implementing new technology, such as a Constituent Relationship Management system.

We think about change so much because that’s our business. We’re called into a nonprofit organization when they want to change something, when they feel that something isn’t where it should be and needs to be fixed or updated. Here are a few lessons we’ve learned over the years that may help the next time you make a technology change at your organization:

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