Jewish Federations of North America
The Jewish Federations of North America (JFNA) is a prominent organization dedicated to supporting Jewish communities across North America. With a focus on efficient fundraising and engagement, JFNA sought to replace its existing CRM system.
Challenge
JFNA approached Heller Consulting to spearhead the selection process for a new CRM solution that would cater to the diverse needs of the participating Federations. The goal was to enhance fundraising efforts and streamline engagement strategies.Solution
Discovery Phase:- Conducted extensive interviews with multiple participating Federations to understand their unique requirements and pain points.
- Collaboratively developed a comprehensive set of shared requirements that would serve as the foundation for the CRM selection process.
- Documented and prioritized the identified requirements to create a clear roadmap for evaluating potential CRM solutions.
- This phase ensured that the selected CRM would align with the specific needs and objectives of JFNA and its Federations.
- Leveraged the documented requirements to analyze potential CRM solutions in the market.
- Applied a systematic approach to assess various platforms based on their ability to meet the outlined criteria.
- Heller Consulting organized tailored demonstrations for Salesforce and Microsoft, addressing specific use cases critical to federation fundraising.
- These demonstrations provided hands-on insights into how each CRM solution could effectively address the unique challenges faced by the Federations.
- Conducted a thorough evaluation period, during which JFNA and the participating Federations actively participated in exploring both Salesforce and Microsoft solutions.
- Performed a comparative analysis of the two systems, considering factors such as functionality, ease of use, and scalability.