Building CRM Roadmaps for Nonprofit Organizations - Heller Consulting
Nonprofits now have an incredible opportunity to engage their constituents as never before. The long-desired “360° view” of a supporter is becoming a real possibility since the technology has made substantive improvements. Additionally, the competition among providers of CRM systems for nonprofits is quickly evolving. Organizations can get further down the CRM path, faster. It’s not just software CRM is about more than just technology. It involves a combination of software, systems, and most importantly strategy. While it is tempting to simply compare software features, migrating to an effective CRM involves considering how you intend to engage with your constituents, how your organization works as a team, and what you need to get out of your system. A CRM roadmap is essential In-depth and detailed planning project is the best first step when starting on the path to an effective CRM, and collecting all the details together in a single clear reference is the outcome of a CRM roadmap project. In fact, in our 20 years of experience we’ve found the nonprofits that skip this step are most likely to have challenging implementations causing delays, excessive customizations, unexpected costs, and even project failures. With a clear roadmap, the organization can effectively plan their strategy and resources and manage the coming changes that will impact each department. Watch Building CRM Roadmaps for Nonprofits to see how this essential process can benefit your organization, saving time, money, and frustration when facing an already complex CRM project. In this webinar you will learn: The basics of CRM and how it can impact your organization What is a CRM roadmap? Why is it so important to have a strategy first? What are the components of a CRM roadmap? We will also share examples from our own clients’ CRM roadmap projects and explain how forward thinking nonprofits are using CRM strategies to deliver their missions in the most effective and efficient way. View the full webinar recording at: http://teamheller.com/webinar-building-crm-roadmaps-nonprofits/
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Building CRM Roadmaps for Nonprofit Organizations - Heller Consulting
- 1. Building CRM Roadmaps for Nonprofits March 8, 2016
- 2. For more information on how to prepare your organization for a CRM initiative, please download Making Your CRM Aspiration a Reality TeamHeller.com/crm-reality/
- 3. About Heller Consulting Experience Places People Focus 20 Years 1,500+ Clients 3,000+ Projects San Francisco Chicago New York Boston Austin 35 People: Smart Skilled Committed Serve solely nonprofits All consultants have worked in nonprofits
- 4. Connecting your systems • CRM planning and software selection • Systems Implementation • Optimizing your current software Connecting your team • Streamlining business processes • Change management solutions • Team configuration and training Connecting your community • Direct response strategy • Campaign creation • Engaging & activating supporters Heller’s Skills
- 6. White Papers: TeamHeller.com/resources/ Engagement Strategy • Marketing Automation • Taking Engagement Seriously • CMS Platforms: A Guide for Nonprofits CRM • State of CRM Whitepaper • Making Your CRM Aspiration a Reality • CRMready Workshop • Engaging Constituents: Your Strategies and CRM • Business Intelligence Tools Review • Integrated Suites Review Salesforce • Fundraising App Review Paper • NGO Connect: Maximizing its Potential • NGO Connect & NPSP: Choosing the Right Solution for You • Advancement Connect: Advancement Solution for Higher Education Please visit TeamHeller.com/resources/
- 8. This is your current situation.
- 9. The Disconnected Nonprofit • Disconnected Constituent Records Stranded in Disconnected Systems • Miscommunication, missed opportunity, compromised constituent experience, trust erosion This is the impact on your constituents and you.
- 10. Constituent Engagement Strategy • How do we want to relate to our constituents? • How do we want then to relate to each other? • How do we want them to relate to us? • How can we all do more together? Putting the constituent at the center of your thinking.
- 11. CRM Vision: The Connected Nonprofit Mission Donor Online Engagement Guided by engagement strategy… …Systems aligned, one record per constituent
- 12. What is a CRM Roadmap?
- 13. It’s a practical Plan for achieving your CRM Vision What is a CRM Roadmap? It’s a Process for collaborating on and socializing the CRM opportunity at your organization It’s an Opportunity to articulate your organization’s CRM Vision 1 2 3
- 14. CRM Roadmap: Contents • CRM Vision • Constituent Engagement Journey • Technology & Operations Assessments • User Stories & Business Requirements • Solution Selection • Phased Adoption Approach • Platform & System Architecture • Implementation Plan • Project & Future Staffing • Change Management & Communication Plan • Business Case CRM Roadmaps don’t always, or even usually, contain all of these items. Tailor to the needs of your nonprofit. !!!
- 15. Why do a CRM Roadmap? Answers key questions for staff, management, board, stakeholders: WHAT are we doing? HOW are we doing this? WHO is doing each piece? WHEN will each piece happen? WHY are we doing this? CRM Vision!
- 16. CRM Roadmap in Detail: Phased Adoption Approach
- 17. CRM Roadmap: Phased Adoption Approach Legacy CRM Legacy Email Legacy Online Donations National Online Presence Campaign Online Presence Chapter Online Presences 6 1 2 3 4 5 General Ledger Missions & Programs A B C Chapter “CRM” Systems Current Systems
- 18. For the complete slide deck and webinar recording, please visit TeamHeller.com/webinar-building-crm-roadmaps-nonprofits/
- 19. 510-841-4222 TeamHeller.com510-841-4222 x153 TeamHeller.com