Insights Into CRM for Nonprofits

CRM_Insights_Leading_Nonprofits_WhitepaperTo better understand how nonprofit organizations perceive Constituent Relationship Management (CRM), we interviewed executives from 30 nonprofit organizations to uncover their thoughts on their strategic, operational and technical goals, activities, and challenges within the context of CRM.  We’re sharing our report of participants’ insights based on our discussions with them.

The organizations we spoke with represent some of the larger nonprofits in North America — including American Heart Association, Environmental Defense Fund, Jewish National Fund, and Mothers Against Drunk Driving – yet many of the issues that we discussed apply to any nonprofit thinking about how to approach CRM to overcome challenges and meet their goals.

Here are just a few of our top findings:

  • Participants’ existing technology systems aren’t supporting their new strategies.  Nonprofits typically are pursuing some form of CRM due to dissatisfaction with their current systems as well as the desire to implement new strategies.
  • Disparate systems and scattered data are top challenges with large nonprofits.  Organizations are facing significant challenges with fragmented (versus consolidated) technology, information, processes and strategies.
  • Nonprofits believe CRM will allow analysis of, and support improvement in, strategic areas.  They expect CRM to help them improve their fundraising, deepen constituent engagement, and have greater ability to deliver their programs more broadly.
  • Almost all nonprofits point to changes in technology as enabling their organizations to move toward some form of CRM.  They agree that today’s technology offers better solutions, often at lower prices, than in the past. They most frequently mention integration, business intelligence tools, web-based point solutions, and the Cloud as part of this discussion.
  • Most participants are in some stage of planning for a CRM system.  About one-third of participants have moved forward with some aspect of CRM implementation.

Download the full report, Insights into CRM for Nonprofits, now to see how your nonprofit compares with others and how nonprofits are approaching CRM to tackle challenges and reach their goals.

Download the FREE white paper now!

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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.

Copyright © 2016 Heller Consulting.