On-Demand Webinar: Costs and Benefits of a New Nonprofit CRM

Moving to a new CRM is a step forward for nonprofit organizations. But getting to that decision can be filled questions like:

  • How do I get started evaluating the options out there?
  • What will this cost my organization?
  • How will my organization benefit from a new CRM?

In this on-demand, 20-minute webinar, we walk through how we think about evaluating the costs and gains of a new CRM. Not every organization is the same, and we strongly believe that embarking on a new CRM project is not simply cutting and pasting from your old system. But rather, it’s an opportunity to rethink your business processes. This webinar takes you through how to approach this change from a strategic perspective, and it will equip you with the insights we rely on when we guide our clients through these decisions.

What you’ll learn:

  • How to compare CRM costs when evaluating different options in the market
  • Tips for prioritizing what to move to your new CRM
  • How other organizations spend their money and time on a new CRM
  • Benefits our clients have realized from making the transition to sophisticated CRMs.

Speakers:

  • Jett Winders, Director of Business Development, Heller Consulting
  • Kaia Swift, Marketing Manager, Heller Consulting

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