Understanding CRM for Nonprofits

Constituent relationship management (CRM) for nonprofit organizations has been around for almost two decades. And while it is not new, the role CRM plays in nonprofits has been evolving along with the technology behind it. As a result, some organizations struggle to keep up with the ever-changing functionality and capabilities of CRM while others are unsure of how to properly implement it.

This Executive Guide will discuss how CRM has evolved over the years and how nonprofits can take better advantage of the benefits its enhanced capabilities can provide. The insights shared are the result of our own research and experience helping hundreds of national and multinational nonprofit organizations with over one thousand CRM projects.

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Inside this Guide​

  • Chapter 1: What is CRM, really?
  • Chapter 2: Changing CRM Challenges
  • Chapter 3: Technology in Transition: Strategic Planning vs. Strategic Management
  • Chapter 4: Change Management: the key to successful CRM implementation
Text in green font reads: If you make it a point to develop the right strategy, the Understanding CRM for Nonprofits Guide shows how CRM can add value to your relationships with those who serve and are served by your organization.
A person in jeans and sneakers digs into soil with a shovel. Below, a green banner displays the text: Chapter 3 – Technology in Transition: Understanding CRM for Nonprofits Guide—Strategic Planning vs. Strategic Management.
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