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Stop Winging It and Plan Your CRM Wisely

In this 1-hour on-demand video, nonprofit technology experts from Heller Consulting and Mass Audubon deliver practical, insight-rich advice on how to make smarter CRM decisions. Presenters Mike Kirkpatrick, Natalie Harvey, and Greg Berry share their guidance on how to approach CRM selection strategically—ensuring your system supports fundraising, engagement, and long-term growth.

Whether you’re starting fresh or refining your current setup, this on-demand video offers a clear path to CRM success.

A virtual meeting screen displays a hexagon pattern on the left and two people in video call windows on the right—a woman wearing a headset at the top and a man with glasses and a beard at the bottom from the Stop Winging It webinar recording.

Watch the On-Demand Video

What You'll Learn

  • How to recognize when it’s time to upgrade or replace a CRM,
  • Evaluating platforms using key criteria, and
  • Planning realistic budgets,
  • How to measure CRM success and ROI
  • Avoid common pitfalls
A close-up of an owl with text listing strategies for reducing pain points and increasing capabilities—insight, engagement, efficiency, reporting, integration, experience, and innovation. Plan your CRM wisely on-demand video. Mass Audubon logo is visible.
A graphic with hexagons listing data management issues: poor user experience, lack of data visibility, messy data, inability to integrate systems, poor vendor support, and reliance on spreadsheets—featured in the Plan your CRM wisely on-demand video.
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