Author - Team Heller

1
Debunking the Single CRM Myth
2
Bobby Wright
3
The Challenges of CRM: Aligning People, Processes, and Technology
4
New Guide: Understanding CRM for Nonprofits
5
Did I Choose the Wrong Nonprofit CRM Platform?
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CRM Technology: Strategic Planning vs. Strategic Management
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Webinar – Flash Class: Using Change Management to Ensure Success in Your Technology Initiative
8
2018 Reflections
9
3 Ways to Minimize a Productivity Dip
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Guest Post: 8 Dos and Don’ts for Crafting Your Fundraising Strategy

Debunking the Single CRM Myth

In the not-too-distant past, nonprofit organizations talked fervently about the importance of all areas of an organization operating from a single nonprofit CRM platform. There was an assumption, typically unchallenged, that the best state for all organizations would be for every department, every functional area, to be in one system. One operations analyst, who had a talent for wry humor and an affection for Tolkien, referred to his organization’s massive effort to move everyone onto one nonprofit CRM software as the “one ring to rule them all” project.

Many of these efforts are fruitful and effective, and for some organizations, an end goal of operating every area from one single-platform solution is a good goal. But here’s what’s different now: organizations are no longer assuming that the best end-state for everyone should be one CRM solution across every department in an organization.

The single CRM myth is being challenged, and we think it’s a good thing.

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Bobby Wright

Bobby Wright
Consultant

Bobby has been working in the nonprofit world for 12 years, focusing on food access and community building projects. He served in AmeriCorps as a Vista, worked as a volunteer coordinator, program manager, and even spent a couple years growing organic vegetables.

Bobby has spent the bulk of his career developing tools and programming for nonprofits and community organizations that utilize community gardens to support their missions. One of his favorite projects involved designing and expanding a water access program. This program evaluated and implemented water access solutions, including large scale rain water collection systems for community gardens throughout Kansas City.

Bobby is a skilled Salesforce developer, with years of experience developing custom solutions within Visualforce, Apex and custom Lightning components. Bobby cultivated his Salesforce skills while transitioning multiple organizations into the Salesforce platform. He is happy to share his creativity and resourcefulness with nonprofits that are working to make the world better for everyone. When not focused on Salesforce, you can find Bobby with his community, growing food, dancing, and playing music.

The Challenges of CRM: Aligning People, Processes, and Technology

All nonprofit organizations face their own set of unique challenges to successfully carry out their missions. But, regardless of their individual goals, structures, and processes, all nonprofits must engage efficiently and effectively with their constituents and establish positive relationships with donors, sponsors, staff, and volunteers alike.

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New Guide: Understanding CRM for Nonprofits

Constituent relationship management (CRM) for nonprofit organizations has been around for almost two decades. And while it is not new, the role CRM plays in nonprofits has been evolving along with the technology behind it. As a result, some organizations struggle to keep up with the ever-changing functionality and capabilities of CRM while others are unsure of how to properly implement it.

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Did I Choose the Wrong Nonprofit CRM Platform?

This is a question that causes many executive decision-makers and nonprofit IT managers  to lose sleep at night. After springing for an expensive constituent relationship management (CRM) solution, the gnawing doubt sets in about the decision to invest in that particular platform. Is this software too much or too little for what we need it to do? How hard will it be for our people to get up to speed on it and have it start making a significant – and positive – difference in how we interact with our donors, volunteers, and other key constituents?

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CRM Technology: Strategic Planning vs. Strategic Management

When considering the CRM landscape today, it’s important to think about both technology and the context that drives it. Ideally, we’d say that the strategic needs of organizations have driven technological development. While that’s partially true, it remains the case that some organizations allow technology to drive their strategies instead.

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Webinar – Flash Class: Using Change Management to Ensure Success in Your Technology Initiative

Have you ever championed or a led a project to introduce new fundraising technology at your organization, only to have users ask for things to stay exactly the same?

Getting leadership approval and budget in place may seem like the largest hurdles, but a lesser known challenge is ensuring all stakeholders are on board. Ultimately, the success of any technology project lies in whether people adopt and use the tools to improve their work.

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2018 Reflections

It’s hard to believe that 2018 has come and almost gone. We’ve tackled big problems for our clients, solved challenging technology puzzles and collaborated to put forth some of our best work to date. Before we look ahead to an exciting 2019, we chatted with some of our team members about their 2018 reflections and what work inspired them this year.

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3 Ways to Minimize a Productivity Dip

There’s a reason many of us put off getting a cell phone until we have to: for the first couple days (or weeks, in some cases), everything takes longer. There’s the upfront investment of time to set preferences the way you like them, authenticate passwords, and learn which buttons do what when. Getting a new device makes you think again, makes you pay attention. It can be tiresome, inconvenient and sometimes frustrating. This same scenario plays out on a large scale across organizations when making a large technology change, and it’s called a productivity dip.

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Guest Post: 8 Dos and Don’ts for Crafting Your Fundraising Strategy

No matter if your team is planning this year’s annual fund campaign or gearing up for a long capital campaign, you need to start planning your fundraising strategy to ensure your success.

Bob Happy from Averill Solutions shares these tips for managing successful fundraising campaigns.

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