Planning Ahead for CRM at Your Nonprofit: Featuring JDRF and Heller Consulting

Compass

After making the important decision to implement a CRM strategy and system for your nonprofit, there are several steps for planning the right approach. These steps involve thinking about what your nonprofit wants from its CRM system, how you need to accomplish your work, how information is (or should be) handled in your organization, and how you want to prioritize various aspects of your CRM implementation. From establishing goals and objectives to understanding your current environment and planning and preparing for change, the steps are critical to a successful implementation of CRM.

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The First of Three CRMready Webinars – The Basics

Get CRMready - The nonprofit CRM readiness webinar

The first session of the nonprofit CRM workshop series CRMready is complete, and was an overwhelming success. Keith Heller of Heller Consulting, Rob Jordan, Principal and Solutions Analyst of Idealist Consulting, and Elizabeth Pope, Senior Researcher from Idealware, covered the following topics:

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5 Signs Your Nonprofit Needs a CRM System

5 Signs Your Nonprofit Needs a CRM System

Committing to a Constituent Relationship Management (CRM) system is a big, and important, step for any nonprofit. But the benefits can be significant. How do you know if it’s time for you to move forward with a CRM system?

Here are five signs that it may be time for your organization to make the move:

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Streamlined Donor Database and Processes Improve Development Team’s Efficiency

Streamlined Donor Database and Processes Improve Development Team’s Efficiency

As nonprofits evolve, it’s not uncommon for processes and systems – which may have once worked efficiently – to no longer meet the organization’s needs. That’s when it’s time to think about optimization.

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CRM: What It Is, Why It’s Important, and How to Make the Case for It at Your Nonprofit

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Constituent Relationship Management seems to be on the minds of nearly everyone in the nonprofit world. Much has been written about CRM’s promises of integrated information, more efficient processes, improved constituent engagement… the list goes on. This is all true, and the realization of these promises means that the multiple places where your constituents interact with you or your mission may finally be consolidated into one continually enriched database.

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The Power of One for Your Nonprofit

The Power of One for Your Nonprofit

Note: this is a summary of a blog post that originally appeared on the Avectra blog.

Many of today’s nonprofit organizations continue to acknowledge growing financial pressures due to increased competition for funds and other constraints. Having organizational data spread among multiple systems only compounds these challenges. Access to complete and up-to-date donor information is a “must have” when it comes to improving your staff’s ability to build personal relationships with donors and potential donors, positively impact donor retention and increase the amount of funds raised.

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