Taking Engagement Seriously: Engagement Strategy and Your CRM

Taking Engagement Seriously

Nonprofits are continuously presented with opportunities to engage with constituents – partners, volunteers, advocates, donors, the beneficiaries of the mission and more. While some organizations rise to the challenge and provide a rich engagement experience to those seeking to connect, other times organizations miss an opportunity to meet constituents with the right type of engagement at the right time. Those missed opportunities can translate to loss of connection, loss of dollars, loss of goodwill and loss of motivation to do more with the organization.

Creating a robust and effective Engagement Strategy is one of the most effective ways to create richer and more rewarding relationships with your constituents, and an important first step toward developing an organizational CRM road map for the future.

To help nonprofits understand the impact this can have, Heller has created the paper Taking Engagement Seriously to explain how to develop an Engagement Strategy, and clarify how it can influence how your organization approaches all of your constituent engagement efforts.

Download Taking Engagement Seriously to learn more about how a detailed engagement journey can change how you connect with your constituents, and how they perceive your organization.

In this paper we cover:

  • Why a CRM vision and roadmap is important
  • What is an Engagement Strategy and how is it used?
  • How does your strategy impact your constituent’s perception of your organization?
  • Steps to developing an Engagement Strategy for your organization
Download Free White Paper!
Emma Shipley

About Emma Shipley

I have always held a passion for community involvement, fundraising, and volunteering, which has brought me in touch with a number of nonprofit organizations. During my time at Indiana University, I worked with the City of Bloomington Volunteer Network to connect citizens with their ideal volunteer experience while promoting volunteerism in the community. In addition, I spent the summer of 2012 working as a mentor for adolescent girls ages 5-15 at Girls, Incorporated of Monroe County. I received my degree in Journalism with a focus in Marketing and Visual Communications. In my free time, I enjoy live music, visiting farmer’s markets, trying new recipes, and exploring Chicago.

One comment

  1. I think creating dynamic and effective Engagement Strategy is the first and foremost thing to develop an organizational CRM road map. It’s the most useful strategy that you can use but you need to have patience to learn, to ask , to build, to create and to explore the things on the right path.

    The most important thing is that you need to build your personal goals and put your efforts online for taking engagement seriously.

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