Developing a successful nonprofit CRM requires more than straightforward feature comparison between different solutions. It requires an understanding of current successful processes and thoughtful consideration of future strategies. Unfortunately, many organizations become entangled in the complex challenges of this process, so continue to struggle with inefficient and disconnected legacy systems.
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Organizations with successful CRM initiatives have learned the essential first steps are clarifying a strategic CRM vision, and defining a clear pathway to achieve that vision. With these crucial components in place, they establish a solid set of guidelines for decisions that will impact their mission for years to come.
To plan for your organization’s success, join us February 1 as Laura Peabody-Park, Director of Information Technology from Guide Dogs for the Blind, and Darrell Byers, VP of Development from Easter Seals Bay Area, share how they developed their CRM vision and are actively preparing for the challenges of a complex technology transformation. In addition, Heller Consulting will share their proven methodology for planning and managing a successful CRM initiative, and Salesforce.org will demonstrate how the Nonprofit Success Pack (NPSP) can be the foundation of a flexible, extensible system.
Start Your CRM Initiative Right
This workshop will show organization leaders the importance of a CRM vision and how to launch an effective CRM initiative. Space is limited, so register now to join us in this exclusive half-day workshop to learn:
- The essential components of a CRM vision
- Heller’s proven methodology for a successful CRM initiative
- The updated features and capabilities of NPSP
Attendees will leave this workshop with a detailed understanding of the requirements for a successful CRM initiative and clear next steps for Executive Sponsors to take. We will provide a delicious lunch during the presentations, and attendees will be encouraged to share their own challenges and solutions.
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