This is a question that causes many executive decision-makers and nonprofit IT managers to lose sleep at night. After springing for an expensive constituent relationship management (CRM) solution, the gnawing doubt sets in about the decision to invest in that particular platform. Is this software too much or too little for what we need it to do? How hard will it be for our people to get up to speed on it and have it start making a significant – and positive – difference in how we interact with our donors, volunteers, and other key constituents?
Heller is committed to providing up-to-date resources and information on topics that impact the nonprofit community.
Our unique partnerships and associations with nonprofit organizations and software developers allow us to understand the continual advances in the market, and cultivate rich insights. As we combine these perspectives with our own experiences and knowledge, we are able to create reference materials useful to nonprofit organizations of all sizes.
From short, focused blog posts, to extensive white papers and reviews, we strive to share the knowledge we’ve gained with our nonprofit community. Please use this information to help you make better decisions for your organization, and contact us if you have any questions.
When considering the CRM landscape today, it’s important to think about both technology and the context that drives it. Ideally, we’d say that the strategic needs of organizations have driven technological development. While that’s partially true, it remains the case that some organizations allow technology to drive their strategies instead.
Your organization is stuck in the 20th century, technology-wise and it’s taking a toll on your ability to work effectively. You turn to a new, shiny CRM system that promises to address all your needs and help your team make a big impact. The implementation project starts. Everyone seems to be on board. But as time goes on, the stress of learning new technology piled onto normal everyday tasks begins to wear on employees and morale diminishes. The excitement at the beginning of the project has faded, productivity is dropping, and you’re wondering what could have been done differently to ensure project success.
Change is hard for most people and launching a new CRM system introduces a level of change that can be surprising. “It’s just a piece of software,” we think. But then we log in and start to go about our work and find that nothing is as easy we thought it would be. This isn’t because of system problems (though new systems often have kinks that need to be worked out); it’s because the process, the visuals and sometimes even the data are different than they used to be. All of a sudden, it feels like everything has changed. The most successful system launches are accompanied by clear, effective and frequent communications that prepare people for the new ways of working and let them know that support is available. In the pages that follow, we outline key components of the communications that make the launch process go as smoothly as possible, complete with real examples from our clients.
Technology is advancing at an unprecedented pace, and many nonprofits are looking to use new strategies and technology to increase the impact of their missions. While new technology initiatives can be a boon when successful, they can be a bust when there are unexpected challenges, barriers, and obstacles to overcome draining and demoralizing the team for months or even years.
Every year more organizations are embracing the potential of advanced CRM systems and the wealth of data they generate. Business intelligence tools for nonprofits are designed to transform that valuable data into knowledge, helping organizations increase the impact of their missions. Expanding on the capability of applications designed for the commercial sector, nonprofits now have a variety of affordable options to unify disparate data silos and conduct genuine information analysis.
On November 16, Heller presented the seventh and final installment of our CRM Options for Enterprise Nonprofits webinar series designed to help organizations learn more about today’s CRM solution marketplace. We also hope to help organizations understand and overcome common obstacles preventing them from adopting new technology. Below is the transcript of this installment focused on Revolution Online, a CRM built by ROI Solutions.
November’s business analytics for nonprofits write up is about industry leader Tableau. If you’ve been reading the rest of the series, you know our goal is to provide quick snapshots highlighting the basic features and functionality of each product. Organizations just starting to examine their choices will be able to clarify which tools might be suitable for their organization and warrent a deeper look. Find out more on what business intelligence can do in these two papers designed to get nonprofits started on the road to effective BI strategies. Business Intelligence for Nonprofits was released in 2014 and covers some of the early tools adopted by nonprofits. For details on getting started with your own analytics initiative, please download our paper Introduction to Analytics for Nonprofit Executives or contact us directly to discuss your specific needs.
On September 26, Heller presented the sixth installment of our CRM Options for Enterprise Nonprofits webinar series designed to help organizations learn more about today’s CRM solution marketplace. We also hope to help organizations understand and overcome common obstacles preventing them from adopting new technology.Below is the transcript of this installment focused on StratusLIVE, a CRM built on the Microsoft Dynamics platform.
On September 28, Heller Consulting and Omatic Software hosted and Expert Q & A session to discuss the possibilities and challenges of system integration. We shared a brief presentation on planning for integrated systems and then opened up the conversation to questions from participants. You can view the webinar here, and read the full transcript below.