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:

Documentation and Prioritization:

CRM Solution Analysis:

Demonstrations by Heller Consulting:

Evaluation and Comparative Analysis:

Results

After a rigorous evaluation process, JFNA and the participating Federations made a strategic decision to adopt Microsoft’s Fundraising and Engagement platform. The collaborative approach, comprehensive requirements gathering, and tailored demonstrations facilitated an informed decision. The new CRM system is poised to support JFNA and its Federations in achieving their fundraising and engagement goals effectively.

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