CRM is ultimately a strategy, as we’ve discussed at length in our white paper, Making Your CRM Aspiration a Reality. However, implementing the CRM vision relies on physical components to translate that vision into reality. This is why talking about CRM quickly and inevitably leads to such topics as software, websites and integration. Implementation of a CRM vision and strategy are inextricably linked to the technology that enables them.
At Heller we used to think about and talk about the technology enabling CRM as if it were a puzzle, a seemingly apt metaphor with multiple pieces that all fit together to form a whole. Each piece has a unique function and before a puzzle is finished, it’s not fulfilling its purpose. But when complete, it’s very clear that the efforts to put it together have been successful, and the job is done. The puzzle will stay finished forever.Read More
So much to do so little time…sound familiar? All of us know the importance of a strong marketing strategy, but when you’re resources and budget are limited, this may get pushed to the back burner. Luckily, there are tools like email marketing automation to help you get back on track while saving time and money. Predictive Response recently had a webinar on this topic illustrating three types of campaigns.Read More
Saleforce’s NGO Connect (formerly named roundCause) is the cornerstone in Salesforce’s comprehensive CRM offering – Salesforce1 for Nonprofits. NGO Connect has leapfrogged both the Nonprofit Starter Pack (NPSP) and traditional fundraising applications to become the long-awaited “next generation” solution that eliminates data silos, provides the much-desired “360-degree view” of constituents, and drives increased engagement and fundraising.Read More
You are done?! Yes, “live” on your CRM! Now what? You want to be more than just “technically” live on CRM – you want people using it in targeted, high-value ways that grow your business.
Today’s topic is your “post go live” operations and process. First, though you should have all this outlined, resourced, communicated weeks before go live. In fact, to be most effective, create your staffing plan and process for post-implementation before you even begin your CRM project. With the proper resources in place, you can achieve practical success (in addition to technical success) through proper communications and expectations management.Read More
Many organizations struggle with the decision of whether or not to post a dollar amount during their fundraising campaign. While it can be stressful and at times quite scary (what if the goal is not met?), announcing a number is helpful in motivating and inspiring your donors to give more.Read More
The real challenges to implementing CRM are defining your overall strategy and managing the organizational change necessary to make it happen. Over the past few weeks, we’ve discussed our top insights into change management we’ve gleaned from our work with nonprofits of all sizes and types. Today, we’ve gathered them into one post for your convenience. Still have questions? Check out our white papers on CRM and change management.Read More