Understanding CRM for Nonprofits


The 21st century consumer is accustomed to a personalized, seamless experience in everything they do. It’s simple to find old friends and stay in touch through Facebook, watch all of their favorite shows on Netflix, or order necessities off Amazon and have them delivered to their door the next day. The commercial sector strives to get to know their customers and understand their needs so they can quickly and easily fulfill their requests.

Nonprofits often have more limited time and resources and struggle to create that personal connection tailored to what their constituents desire, but their constituents expects the same high bar that the commercial sector has set. In order to become a “connected” nonprofit, they need a CRM solution to track the interactions between their organization and all of their members, volunteers, and donors. An effective system paired with a strong engagement strategy allows nonprofits to truly understand their constituents, leading to a personalized experience and long-lasting relationship.

Heller Consulting has 18 years experience working with CRM strategy and systems and a resume that includes over 1,000 nonprofit clients. Below is a selection of posts, papers, and resources that they have shared to help nonprofit organizations understand CRM and how it can benefit their staff, constituents, and organization.

Understanding CRM for nonprofits:

Taking Engagement Seriously
Components of CRM
What is CRM and what does it mean to nonprofits?
Developing skills in your CRM implementation
Transforming CRM vision into a reality
What to do with CRM data
Building a CRM roadmap
How to articulate a CRM strategy
Making your CRM aspiration a reality

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.

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