{"id":12179,"date":"2024-12-31T19:26:03","date_gmt":"2024-12-31T19:26:03","guid":{"rendered":"https:\/\/teamheller.com\/?p=12179"},"modified":"2025-07-29T13:13:05","modified_gmt":"2025-07-29T13:13:05","slug":"inside-hellers-crm-roadmap-methodology","status":"publish","type":"post","link":"https:\/\/teamheller.com\/resources\/blog\/inside-hellers-crm-roadmap-methodology","title":{"rendered":"Inside Heller\u2019s CRM Roadmap Methodology"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"12179\" class=\"elementor elementor-12179\" data-elementor-post-type=\"post\">\n\t\t\t\t<div class=\"elementor-element elementor-element-42e7e5df e-flex e-con-boxed e-con e-parent\" data-id=\"42e7e5df\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-27a81d44 elementor-widget elementor-widget-text-editor\" data-id=\"27a81d44\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>There are a plethora of ways to <a href=\"https:\/\/teamheller.com\/resources\/blog\/7-lessons-learned-about-implementing-crm-systems-for-nonprofits\">move to a new CRM<\/a> and over the years, we have tried them all. Decades of experience has taught us that a CRM roadmap is critical to the success of our nonprofit clients, and it\u2019s a key part of our service methodology.<\/p><h2><strong>What is a CRM roadmap for nonprofits?<\/strong><\/h2><p>Essentially, it\u2019s a guide that helps your nonprofit make informed technology decisions. It helps you to define your CRM vision, identify which tech approach best fits your nonprofit\u2019s unique needs, and ultimately select the right solution. It also helps to ensure that your CRM implementation is successful and sustainable.<\/p><p>\u00a0<\/p><h4><img decoding=\"async\" class=\"alignleft wp-image-12186 size-thumbnail\" src=\"https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-31-at-11-20-04-Intro-How-to-Prepare-Your-Nonprofit-for-a-CRM-Implementation-1-150x83.png?strip=all\" alt=\"The front page of Heller's guide How to Prepare Your Nonprofit for a CRM Implementation\" width=\"150\" height=\"83\" srcset=\"https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-31-at-11-20-04-Intro-How-to-Prepare-Your-Nonprofit-for-a-CRM-Implementation-1-150x83.png?strip=all 150w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-31-at-11-20-04-Intro-How-to-Prepare-Your-Nonprofit-for-a-CRM-Implementation-1-300x166.png?strip=all 300w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-31-at-11-20-04-Intro-How-to-Prepare-Your-Nonprofit-for-a-CRM-Implementation-1-1024x567.png?strip=all 1024w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-31-at-11-20-04-Intro-How-to-Prepare-Your-Nonprofit-for-a-CRM-Implementation-1-768x425.png?strip=all 768w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-31-at-11-20-04-Intro-How-to-Prepare-Your-Nonprofit-for-a-CRM-Implementation-1.png?strip=all 1500w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-31-at-11-20-04-Intro-How-to-Prepare-Your-Nonprofit-for-a-CRM-Implementation-1.png?strip=all&amp;w=600 600w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-31-at-11-20-04-Intro-How-to-Prepare-Your-Nonprofit-for-a-CRM-Implementation-1.png?strip=all&amp;w=900 900w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-31-at-11-20-04-Intro-How-to-Prepare-Your-Nonprofit-for-a-CRM-Implementation-1.png?strip=all&amp;w=1200 1200w\" sizes=\"(max-width: 150px) 100vw, 150px\" \/><\/h4><p>Get ready for CRM success. Access the interactive guide, <a href=\"https:\/\/teamheller.com\/guides\/how-to-prepare-your-nonprofit-for-a-crm-implementation\">How to Prepare Your Nonprofit for a CRM Implementation.<\/a><\/p><h2>\u00a0<\/h2><h2 style=\"text-align: left;\"><strong>How Heller\u2019s CRM Roadmaps Work<\/strong><\/h2><p>Our intention is to turn the organization\u2019s intent into alignment around a key set of long-term goals, and match those to their technology investments.<\/p><ul><li><strong>Strategic discovery <\/strong>\u2013 This involves interviews and discussions with stakeholders across the organization to <a href=\"https:\/\/teamheller.com\/resources\/blog\/5-questions-to-ask-when-your-nonprofit-needs-a-new-cms\">uncover what\u2019s working and what\u2019s not with the client\u2019s current software and processes<\/a>. We also typically review sample reports, spreadsheets, and documentation as part of this process.<\/li><li><strong>Prioritize requirements <\/strong>\u2013 Based on the discovery process, we write <a href=\"https:\/\/en.wikipedia.org\/wiki\/User_story\">detailed user stories<\/a> that demonstrate what is needed in a new system for staff to more effectively work. These stories help to define functional requirements for the new CRM solution and become the foundation for user testing in the future. At this point, we also typically document the organization\u2019s current stack, detail each system\u2019s purpose, who it is used by, and the nature of data inputs and outputs.<\/li><li><strong>Articulate vision<\/strong> \u2013 The discovery process produces a set of long-term goals. We then lead the organization\u2019s leadership through a collaborative workshop to turn that into a prioritized list for its CRM.<\/li><li><strong>Evaluate and select CRM solution<\/strong> \u2013 We consider and recommend CRM systems that make sense for the client\u2019s needs outlined in this process. This is the Heller difference\u2014only we have the depth of nonprofit experience matched with multiplatform knowledge. We know what\u2019s out there and how it works.<\/li><\/ul><p>\u00a0<\/p><p>During this process, we often demo different CRMs for the client and develop a short list of options that meet requirements, with expert analysis about how they stack up to their specific needs. We show how the organization\u2019s CRM fits within their broader tech ecosystem and can build out a phased implementation and change management schedule.<\/p><p>The final roadmap is a blueprint that the Heller team can partner with the client to execute in a <a href=\"https:\/\/teamheller.com\/what-we-do-technology-strategy\/implementation\">strategic CRM implementation<\/a> if needed.<\/p><h2><strong>Take the next step\u2014get a Heller CRM roadmap.<\/strong><\/h2><p>Before selecting and implementing a new CRM system for your nonprofit, let our team create a comprehensive CRM roadmap that provides assurance that your organization is moving forward in a practical and well-planned way. <a href=\"https:\/\/teamheller.com\/contact-us\">Contact Team Heller today<\/a> to learn more and get started.<\/p><p>\u00a0<\/p><p>\u00a0<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>There are a plethora of ways to move to a new CRM and over the years, we have tried them all. Decades of experience has taught us that a CRM roadmap is critical to the success of our nonprofit clients, and it\u2019s a key part of our service methodology. What is a CRM roadmap for [&hellip;]<\/p>\n","protected":false},"author":39,"featured_media":12180,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[16,80],"tags":[228,229,230,231,232,233,234,235,236,237,153,196,208],"ppma_author":[474],"class_list":["post-12179","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-crm","category-nonprofits","tag-crm-roadmap","tag-strategy","tag-digital-strategy","tag-tech-strategy","tag-nonprofit-tech-strategy","tag-nonprofit-crm-strategy","tag-crm-strategy","tag-fundraising-technology","tag-fundraising-tech-strategy","tag-heller-roadmap","tag-crm","tag-nonprofit-crm","tag-heller-consulting"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.5 (Yoast SEO v27.5) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Inside Heller\u2019s CRM Roadmap Methodology - Heller Consulting<\/title>\n<meta name=\"description\" content=\"Heller\u2019s unique CRM tech roadmapping methodology supports the unique needs of nonprofits.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/teamheller.com\/resources\/blog\/inside-hellers-crm-roadmap-methodology\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Inside Heller\u2019s CRM Roadmap Methodology\" \/>\n<meta property=\"og:description\" content=\"There are a plethora of ways to move to a new CRM and over the years, we have tried them all. 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