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We hope you find this paper on CRM and Engagement Strategy useful, and that it helps you guide your planning by outlining the key concepts to explore as you consider any technology investments for your organization.

If you would like to talk about your options, and find out the most up-to-date information about what is available, please contact Heller so we can discuss your CRM and Engagement Strategy needs.

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Another Great Resource

CCSSKLandingPageImageFind out more about Engagement Strategy and how it can impact an organization in this case study from Heller and the Canadian Cancer Society in Saskatchewan (CCSSK). In this project, detailed pre-planning laid out a blueprint for the priorities and requirements for a new engagement center and clarified how each department would interact. By focusing on the needs of their constituents, CCSSK was able to step away from comparing software features and create an engagement center that truly serves the needs of their constituents. Click here for more details.

About the author

Team Heller

Heller Consulting has been helping nonprofits establish and improve their communications, fundraising and mission management systems since 1996. 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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