Executive Summary: Taking Engagement Seriously

Executive Summary: Taking Engagement Seriously

So often, organizations believe that a large CRM technology change will be the key to solving all of their problems. Unfortunately, technology is one piece in a much larger puzzle. In this executive summary of our paper, Taking Engagement Seriously, we discuss the many components that go into a CRM solution including aligning business practices, planned engagement strategy, and the right technology.

This paper covers:
  • Where to start – outlining a vision of enriched engagement and interaction with constituents
  • Developing an engagement strategy – improve communication, analyze current data, and map out a journey
  • Improve internal communication to build a better experience for constituents
  • Why automation will make your life easier
  • Using data to develop results driven solutions

Download Executive Summary: Taking Engagement Seriously to learn more about how a detailed engagement journey can greatly improve the value of your CRM solution, by changing how you connect with your constituents.

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About the author

Team Heller

Heller Consulting has been helping nonprofits establish and improve their communications, fundraising and mission management systems for 18 years. Our distinctive methodology comes from our hands-on experience with the technology AND strategies utilized by today’s successful nonprofits to build rewarding constituent relationships.

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