Getting Started with CRM: Roadmap Webinar Series


CRM is about more than just technology. It involves a combination of software, systems, and most importantly strategy. While it is tempting to simply compare software features, migrating to an effective CRM involves considering how you intend to engage with your constituents, how your organization works as a team, and what you need to get out of your system.

 A CRM roadmap is essential

In-depth and detailed planning project is the best first step when starting on the path to an effective CRM, and collecting all the details together in a single clear reference is the outcome of a CRM roadmap project. In fact, in our 20 years of experience we’ve found the nonprofits that skip this step are most likely to have challenging implementations causing delays, excessive customizations, unexpected costs, and even project failures. With a clear roadmap, the organization can effectively plan their strategy and resources and manage the coming changes that will impact each department.

In the following webinars we’ll share our time-tested process for building a CRM vision into reality, and show how to get started with a roadmap project that can save your organization time, money, and frustration in these complex projects.

Turning a CRM Vision into Reality

As Room to Read aimed to expand services to serve more children in more regions, they found their existing systems were not able to support new forward thinking strategies. Heller guided them through a CRM planning and solution selection process and finally led the implementation of the new solution. To find out how they made this transition, join Room to Read’s Director of IT and Business Solutions Frank Lucido and our own Keith Heller to learn the essential steps for turning your CRM vision into reality. We’ll discuss the importance of developing a CRM roadmap, what it provides, and define the most essential components.

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Nonprofit CRM Roadmaps: Planning the Path

Nonprofit constituents are starting to expect the same level of engagement that they get at sites like Netflix and Amazon. Organizations that can unite and manage their rich stores of data that define each constituent will be able to deliver a richer experience that donors, volunteers, staff, and beyond will appreciate. They will also be able to manage, track, and evaluate the way they deliver their mission, gaining insights to become more effective and efficient. Join Feeding America’s Director of New Process Implementation Paul Matijevic to learn how they approached their CRM challenges, and managed the process with their leadership and staff.

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Building CRM Roadmaps for Nonprofits

Nonprofits now have an incredible opportunity to engage their constituents as never before. The long-desired “360° view” of a supporter is becoming a real possibility since the technology has made substantive improvements. Additionally, the competition among providers of CRM systems for nonprofits is quickly evolving. Join Keith Heller and Feeding America’s Director of New Process Implementation Paul Matijevic to learn how to get started with a CRM initiative, and how to maintain momentum and focus throughout the project.

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Dreamforce ’16: What to Expect When You’re Connecting: Planning a Complex Implementation

At Dreamforce 2016, John Vega, Feeding America’s Vice President of Philanthropy Operations and Keith Heller spoke about how Feeding America is transforming by adopting Salesforce as a strategic technology platform to connect their organization. In this video they explain how Feeding America started their journey with an early CRM vision, built momentum and support through strategic planning, and are now moving forward with an extensive implementation. See how Feeding America manages the adoption of a new platform across their organization, keeping their many teams informed and coordinated.

Watch the Dreamforce video here



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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