Stop Winging It and Plan Your CRM Wisely

In this 1-hour on-demand video, nonprofit technology experts from Heller Consulting and Mass Audubon deliver practical, insight-rich advice on how to make smarter CRM decisions. Presenters Mike Kirkpatrick, Natalie Harvey, and Greg Berry share their guidance on how to approach CRM selection strategically—ensuring your system supports fundraising, engagement, and long-term growth.

Watch for actionable insights about:

• How to recognize when it’s time to upgrade or replace a CRM,
• Evaluating platforms using key criteria, and
• Planning realistic budgets,
• How to measure CRM success and ROI
• Avoid common pitfalls

Whether you’re starting fresh or refining your current setup, this on-demand video offers a clear path to CRM success.

Find out more about Heller’s CRM implementation and optimization services for nonprofits and education organizations.