Setting Excellence as a Standard in your CRM Implementation

Setting Excellence Standard Salesforce

The promise of true CRM – that fabled 360° view of your constituents – is achievable only when nonprofit business units across an enterprise join together.  By combining data and aligning business processes through the use of technology, a unified constituent profile can be realized.  Rationalizing business process and eliminating redundancies across business units ensures that we are working towards a common goal over what can often be a multiyear implementation for many organizations.

Each business unit – whether Development, Communications and Outreach, Programs, Human Resources, Finance, Volunteers, or otherwise – brings unique requirements to “their” CRM project.  At each phase, remaining faithful to an overall CRM vision and solution architecture is vital in pursuit of enterprise-wide project success.  For many nonprofits and commercial organizations alike, a CRM “Center of Excellence” is the solution.

Organized as a committee, stand-alone department or cross-functional team, a CRM Center of Excellence exists to consistently engage business units with platform-specific best practices, leadership and adoption as implementation focus shifts from phase to phase.  These Centers of Excellence are often vital for coordinating platform architecture across an enterprise and determining how to adopt new applications or product features uniformly.

In the Salesforce universe, Centers of Excellence are particularly helpful in establishing guardrails to inform when a new Salesforce instance, or “org”, should be spawned to meet a new business opportunity versus operating within an existing Salesforce instance.  The Center of Excellence can additionally guide cohesiveness and commonality within the multi-org environment.

How is excellence supported within your organization and CRM implementation? 

Heller Consulting works with clients to establish and realize CRM vision through technology.  Organizational design and change management services are key to our strategic approach.  View the resources below for more information on our best practices CRM methodologies. If you would like to discuss your organization’s specific needs, please contact us today.

Making CRM a Reality White Paper

Making 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.

Managing Technology Change at Enterprise Nonprofits

The fact is while change is often necessary and healthy, it can a disruptive force, and is rarely easy. Interestingly, it’s our response to change that determines whether we feel positive or negative about what’s happening. Download this paper to learn factors that influence an organization’s response to change, a process for managing change, and how managing change effectively can impact the success of a nonprofit organization’s CRM and technology initiatives.

About the author

Matthew Mielcarek

Matthew has over 15 years experience exclusively serving nonprofit organizations with technology solutions to drive fundraising, communication and mission-focused growth. He has worked with over 100 nonprofit organizations throughout the US, Canada and Australia to help define and execute online and integrated strategies.

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