Webinar: Nonprofit CRM Roadmaps: Planning the Path

CRM is about more than just technology. It involves a combination of software, systems, and most importantly strategy. While it is easy to get caught up comparing software features, effectively developing a CRM demands considering how the organization intends to engage with constituents, how the organization works as a team, and what are the true end goals of the system.

The long-desired “360° view” of a supporter is within reach for nonprofits willing to define a clear CRM vision with specific goals. And just in time. Constituents are starting to expect the same level of engagement that they get at sites like Netflix and Amazon. Organizations that can unite and manage their rich stores of data that define each constituent will be able to deliver a richer experience that donors, volunteers, staff, and beyond will appreciate. They will also be able to manage, track, and evaluate the way they deliver their mission, gaining insights to become more effective and efficient.

A CRM roadmap is essential

An in-depth and detailed planning project is the best first step when starting on the path to an effective CRM, and collecting all the details together in a single clear reference is the outcome of a CRM roadmap project. In fact, in our 20 years of experience we’ve found the nonprofits that skip this step are most likely to have challenging implementations causing delays, excessive customizations, unexpected costs, and even project failures. With a clear roadmap, the organization can effectively plan their strategy and resources and manage the coming changes that will impact each department. To find out more about developing a CRM roadmap for your organization, view our webinar.

In this webinar you will learn:

  • The basics of CRM and how it can impact your organization
  • What is a CRM roadmap?
  • Why is it so important to have a strategy first?
  • What are the components of a CRM roadmap?
  • How to plan to effectively manage change during an initiative.

We also share examples from our own clients’ CRM roadmap projects and explain how forward thinking nonprofits are using CRM strategies to deliver their missions in the most effective and efficient way.

Watch this webinar now to learn the importance of CRM for nonprofits, and how to get started with a roadmap that can save your organization time, money, and frustration in these complex projects.