CRM Roadmaps

CRM Roadmaps Plan the Path Forward

Organizations with effective constituent relationship management (CRM) technology have a distinct advantage. With each constituent as the central hub of their data profile – the elusive “360 view” – organizations can best engage in targeted ways that cultivate long-term and rewarding relationships. Too often, organizations start down the road towards CRM by selecting and paying for an expensive CRM system without knowing what they need. Without a firm understanding of their goals or even how to get started, they are unfortunately setting themselves up for a long, hard road.

Heller has found the most successful CRM initiatives begin with a planning project that serves as the roadmap for future implementation work. This project– a CRM roadmap– happens before any investment is made in technology that may or may not be the right solution.

Our CRM roadmap projects serve several functions:

  • Clearly articulates and prioritizes the strategic goals and practical needs of the organization
  • Outlines a solution ecosystem that will achieve the key goals and meet the primary needs
  • Creates a step-by-step plan for how to implement the solution ecosystem
  • Defines specific implementation phases for project success

Find out more about how we approach CRM roadmaps in these resources, or contact us to discuss your organization’s needs.

Making CRM a Reality White PaperMaking Your CRM Aspiration 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.

CRM roadmaps for nonprofitsWebinar: Building CRM Roadmaps for Nonprofits

In this webinar we discuss how the CRM roadmap process can benefit your organization, saving time, money, and frustration when facing an already complex CRM project. With a clear roadmap, organizations can effectively plan their strategy and resources to manage the coming changes that will impact each department.

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