CRM Implementation

More than ever before, nonprofits utilize a broad array of strategies,  technologies and tools. Organizations often have multiple CRM platforms, “point solutions”, and multi-channel communications systems, making it challenging to see how it all connects. This is why it is so important to work with a team who has experience working with all aspects of nonprofit strategies and systems. Over the last 20 years we’ve learned the right questions to ask to articulate organizational strategies and identify the operations and technology priorities of our nonprofit clients. We take the time to discover your unique needs, strategically match them to the right technical solution and optimize your related business processes. We offer:

  • System Architecture & Design
  • CRM & Online Solution Selection
  • CRM Implementations
  • Data Optimization & Migration
  • Strategic Assessments & Business Process Streamlining
  • Change Management Services

Read more about how we approach CRM challenges and our experience in the following resources:

Insights into CRM for Nonprofits

To better understand how nonprofit organizations utilize Constituent Relationship Management (CRM), we interviewed executives from 30 enterprise nonprofits to uncover their thoughts on their strategic, operational and technical goals and challenges within the context of CRM.  This is our report of participants’ insights based on those discussions.

Making CRM a Reality White PaperMaking Your CRM Aspirations a Reality

This paper assembles our years of experience developing strategies and systems for nonprofits. It provides a practical framework for bringing together people, technology, service and strategy and managing the change it takes to bring CRM aspirations to fruition.

Strategic Understanding of CRM

Heller’s team of nonprofit experts understand that each department is part of a larger organization. We deliver CRM implementation services not only meet your technical requirement but more importantly, we address your organization’s strategic priorities so that your CRM system is truly effective. Our strategic services include:

  • CRM Strategy
  • Online Fundraising and Advocacy Strategy
  • Business Process Re-engineering
  • Database and Web Integration Strategy
  • Multi-channel Marketing Strategy
  • Social Engagement Strategy

For more information on how we can help you achieve your fundraising & marketing goals, learn what we offer through our expert Heller Digital team.

Contact Us

Tell us a little about your technology needs in the form to the right and we can discuss how Heller can help your organization achieve its technology goals.


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