{"id":19318,"date":"2023-06-21T17:03:50","date_gmt":"2023-06-21T17:03:50","guid":{"rendered":"https:\/\/teamheller.com\/?p=19318"},"modified":"2025-10-27T16:11:15","modified_gmt":"2025-10-27T16:11:15","slug":"how-to-prepare-your-nonprofit-for-a-crm-implementation","status":"publish","type":"post","link":"https:\/\/teamheller.com\/resources\/guides\/how-to-prepare-your-nonprofit-for-a-crm-implementation","title":{"rendered":"How to Prepare Your Nonprofit for a CRM Implementation"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"19318\" class=\"elementor elementor-19318\" data-elementor-post-type=\"post\">\n\t\t\t\t<div class=\"elementor-element elementor-element-707acc8e e-con-full e-flex e-con e-parent\" data-id=\"707acc8e\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t<div class=\"elementor-element elementor-element-23980d40 e-con-full e-flex elementor-invisible e-con e-child\" data-id=\"23980d40\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;animation&quot;:&quot;slideInLeft&quot;}\">\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-7e5c7b8c e-con-full e-flex elementor-invisible e-con e-child\" data-id=\"7e5c7b8c\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;motion_fx_motion_fx_scrolling&quot;:&quot;yes&quot;,&quot;motion_fx_translateY_effect&quot;:&quot;yes&quot;,&quot;motion_fx_translateY_direction&quot;:&quot;negative&quot;,&quot;motion_fx_translateY_speed&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:1,&quot;sizes&quot;:[]},&quot;animation&quot;:&quot;slideInRight&quot;,&quot;motion_fx_translateY_affectedRange&quot;:{&quot;unit&quot;:&quot;%&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:{&quot;start&quot;:0,&quot;end&quot;:100}},&quot;motion_fx_devices&quot;:[&quot;desktop&quot;,&quot;tablet&quot;,&quot;mobile&quot;]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-7ef53f3a elementor-invisible elementor-widget elementor-widget-heading\" data-id=\"7ef53f3a\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;}\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">How to Prepare Your Nonprofit for a CRM Implementation<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-65026a49 e-con-full e-flex elementor-invisible e-con e-parent\" data-id=\"65026a49\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;animation&quot;:&quot;fadeIn&quot;}\">\n\t\t<div class=\"elementor-element elementor-element-9a2595 e-con-full e-flex e-con e-child\" data-id=\"9a2595\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-12bdf4f3 elementor-toc--minimized-on-mobile elementor-widget__width-initial elementor-widget elementor-widget-table-of-contents\" data-id=\"12bdf4f3\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;headings_by_tags&quot;:[&quot;h2&quot;],&quot;exclude_headings_by_selector&quot;:[],&quot;no_headings_message&quot;:&quot;No headings were found on this page.&quot;,&quot;minimized_on&quot;:&quot;mobile&quot;,&quot;sticky&quot;:&quot;top&quot;,&quot;sticky_offset&quot;:80,&quot;sticky_parent&quot;:&quot;yes&quot;,&quot;marker_view&quot;:&quot;numbers&quot;,&quot;minimize_box&quot;:&quot;yes&quot;,&quot;hierarchical_view&quot;:&quot;yes&quot;,&quot;min_height&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]},&quot;min_height_tablet&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]},&quot;min_height_mobile&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]},&quot;sticky_on&quot;:[&quot;desktop&quot;,&quot;tablet&quot;,&quot;mobile&quot;],&quot;sticky_effects_offset&quot;:0,&quot;sticky_anchor_link_offset&quot;:0}\" data-widget_type=\"table-of-contents.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-toc__header\">\n\t\t\t\t\t\t<h4 class=\"elementor-toc__header-title\">\n\t\t\t\tTable of Contents\t\t\t<\/h4>\n\t\t\t\t\t\t\t\t\t\t<div class=\"elementor-toc__toggle-button elementor-toc__toggle-button--expand\" role=\"button\" tabindex=\"0\" aria-controls=\"elementor-toc__12bdf4f3\" aria-expanded=\"true\" aria-label=\"Open table of contents\"><svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-chevron-down\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M207.029 381.476L12.686 187.132c-9.373-9.373-9.373-24.569 0-33.941l22.667-22.667c9.357-9.357 24.522-9.375 33.901-.04L224 284.505l154.745-154.021c9.379-9.335 24.544-9.317 33.901.04l22.667 22.667c9.373 9.373 9.373 24.569 0 33.941L240.971 381.476c-9.373 9.372-24.569 9.372-33.942 0z\"><\/path><\/svg><\/div>\n\t\t\t\t<div class=\"elementor-toc__toggle-button elementor-toc__toggle-button--collapse\" role=\"button\" tabindex=\"0\" aria-controls=\"elementor-toc__12bdf4f3\" aria-expanded=\"true\" aria-label=\"Close table of contents\"><svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-chevron-up\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M240.971 130.524l194.343 194.343c9.373 9.373 9.373 24.569 0 33.941l-22.667 22.667c-9.357 9.357-24.522 9.375-33.901.04L224 227.495 69.255 381.516c-9.379 9.335-24.544 9.317-33.901-.04l-22.667-22.667c-9.373-9.373-9.373-24.569 0-33.941L207.03 130.525c9.372-9.373 24.568-9.373 33.941-.001z\"><\/path><\/svg><\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<div id=\"elementor-toc__12bdf4f3\" class=\"elementor-toc__body\">\n\t\t\t<div class=\"elementor-toc__spinner-container\">\n\t\t\t\t<svg class=\"elementor-toc__spinner eicon-animation-spin e-font-icon-svg e-eicon-loading\" aria-hidden=\"true\" viewBox=\"0 0 1000 1000\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M500 975V858C696 858 858 696 858 500S696 142 500 142 142 304 142 500H25C25 237 238 25 500 25S975 237 975 500 763 975 500 975Z\"><\/path><\/svg>\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-5abe5d58 e-con-full e-flex e-con e-child\" data-id=\"5abe5d58\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-7bc971f0 elementor-widget elementor-widget-heading\" data-id=\"7bc971f0\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Introduction: Building Bigger and Better<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3778afd4 elementor-widget elementor-widget-text-editor\" data-id=\"3778afd4\" 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<div class=\"rte-item rte-77e1ec65-7463-48cb-8702-72dfd1213fd6\" data-block=\"true\" data-editor=\"1s71n\" data-offset-key=\"77e1ec65-7463-48cb-8702-72dfd1213fd6-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"77e1ec65-7463-48cb-8702-72dfd1213fd6-0-0\"><div class=\"rte-item rte-beb189cb-99a1-4259-b421-836aea43e2fd\" data-block=\"true\" data-editor=\"3lm92\" data-offset-key=\"beb189cb-99a1-4259-b421-836aea43e2fd-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"beb189cb-99a1-4259-b421-836aea43e2fd-0-0\"><div class=\"rte-item rte-34a73fe4-06fd-41af-bc81-09aecbb86216\" data-block=\"true\" data-editor=\"8olqg\" data-offset-key=\"34a73fe4-06fd-41af-bc81-09aecbb86216-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"34a73fe4-06fd-41af-bc81-09aecbb86216-0-0\"><span data-offset-key=\"34a73fe4-06fd-41af-bc81-09aecbb86216-0-0\">Forward-thinking nonprofits are building nimble CRM ecosystems that support organizational growth and adaptability.<\/span><\/div><div data-offset-key=\"34a73fe4-06fd-41af-bc81-09aecbb86216-0-0\">\u00a0<\/div><\/div><div class=\"rte-item rte-7e1a6847-39a5-4a4e-84b8-8280e6dd7913\" data-block=\"true\" data-editor=\"8olqg\" data-offset-key=\"7e1a6847-39a5-4a4e-84b8-8280e6dd7913-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"7e1a6847-39a5-4a4e-84b8-8280e6dd7913-0-0\"><span data-offset-key=\"7e1a6847-39a5-4a4e-84b8-8280e6dd7913-0-0\">Preparing for a CRM implementation is an opportunity to drive transformative change and propel your organization forward. Drawing from our extensive experience advising and managing numerous successful projects, encompassing strategy planning, full-scale implementations, and process optimizations, we want to share the wisdom we&#8217;ve gained to help you and your staff members navigate this change with confidence.<\/span><\/div><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"7e1a6847-39a5-4a4e-84b8-8280e6dd7913-0-0\"><span data-offset-key=\"7e1a6847-39a5-4a4e-84b8-8280e6dd7913-0-0\">\u00a0<\/span><\/div><\/div><div class=\"rte-item rte-1a684739-a50a-4e84-b882-80e6dd791314\" data-block=\"true\" data-editor=\"8olqg\" data-offset-key=\"1a684739-a50a-4e84-b882-80e6dd791314-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"1a684739-a50a-4e84-b882-80e6dd791314-0-0\"><span data-offset-key=\"1a684739-a50a-4e84-b882-80e6dd791314-0-0\">You want to approach your implementation as an opportunity for improvement and optimization. Don\u2019t try to replicate past systems. Instead, embrace a fresh perspective on how you conduct business and imagine innovative approaches.<\/span><\/div><div data-offset-key=\"1a684739-a50a-4e84-b882-80e6dd791314-0-0\">\u00a0<\/div><\/div><div class=\"rte-item rte-684739a5-0a4e-44b8-8280-e6dd79131481\" data-block=\"true\" data-editor=\"8olqg\" data-offset-key=\"684739a5-0a4e-44b8-8280-e6dd79131481-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"684739a5-0a4e-44b8-8280-e6dd79131481-0-0\"><span data-offset-key=\"684739a5-0a4e-44b8-8280-e6dd79131481-0-0\">This guide is designed to assist you in mitigating risks, paving a smooth path through the technology transformation journey, and taking a strategic approach that will allow you to take advantage of new possibilities. Our goal is to help you maximize your investments, enabling you to stay focused on your core mission and advance your vital initiatives.<\/span><\/div><\/div><\/div><\/div><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-567f9849 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"567f9849\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-618d16db elementor-widget elementor-widget-heading\" data-id=\"618d16db\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Before You Get Started<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-5a9d906c e-con-full e-flex e-con e-child\" data-id=\"5a9d906c\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-12122d1d elementor-position-inline-start elementor-view-default elementor-mobile-position-block-start elementor-widget elementor-widget-icon-box\" data-id=\"12122d1d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-box.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-box-wrapper\">\n\n\t\t\t\t\t\t<div class=\"elementor-icon-box-icon\">\n\t\t\t\t<span  class=\"elementor-icon\">\n\t\t\t\t<svg aria-hidden=\"true\" class=\"e-font-icon-svg e-far-arrow-alt-circle-right\" viewBox=\"0 0 512 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M504 256C504 119 393 8 256 8S8 119 8 256s111 248 248 248 248-111 248-248zm-448 0c0-110.5 89.5-200 200-200s200 89.5 200 200-89.5 200-200 200S56 366.5 56 256zm72 20v-40c0-6.6 5.4-12 12-12h116v-67c0-10.7 12.9-16 20.5-8.5l99 99c4.7 4.7 4.7 12.3 0 17l-99 99c-7.6 7.6-20.5 2.2-20.5-8.5v-67H140c-6.6 0-12-5.4-12-12z\"><\/path><\/svg>\t\t\t\t<\/span>\n\t\t\t<\/div>\n\t\t\t\n\t\t\t\t\t\t<div class=\"elementor-icon-box-content\">\n\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t<p class=\"elementor-icon-box-description\">\n\t\t\t\t\t\tAssess Your Needs \n\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-12143bcd elementor-widget elementor-widget-text-editor\" data-id=\"12143bcd\" 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<div class=\"rte-item rte-fb94baad-955e-4bf5-804c-dfd673b39b17\" data-block=\"true\" data-editor=\"9nf25\" data-offset-key=\"fb94baad-955e-4bf5-804c-dfd673b39b17-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"fb94baad-955e-4bf5-804c-dfd673b39b17-0-0\"><div class=\"rte-item rte-4ad96a26-1c98-41f9-bb62-8442ab73080f\" data-block=\"true\" data-editor=\"3a2ob\" data-offset-key=\"4ad96a26-1c98-41f9-bb62-8442ab73080f-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"4ad96a26-1c98-41f9-bb62-8442ab73080f-0-0\"><span data-offset-key=\"4ad96a26-1c98-41f9-bb62-8442ab73080f-0-0\">Before diving into a CRM implementation, start by clearly defining your nonprofit&#8217;s specific requirements of the new system. Identify the key functionalities you need, such as donor management, volunteer tracking, event management, email marketing, and reporting capabilities. Understanding your unique needs will serve as a foundation for planning your implementation roadmap.<\/span><\/div><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"4ad96a26-1c98-41f9-bb62-8442ab73080f-0-0\"><span data-offset-key=\"4ad96a26-1c98-41f9-bb62-8442ab73080f-0-0\">\u00a0<\/span><\/div><\/div><\/div><\/div><div class=\"rte-item rte-90387a8b-7a26-44b9-b80e-1c115e4ed189\" data-block=\"true\" data-editor=\"9nf25\" data-offset-key=\"90387a8b-7a26-44b9-b80e-1c115e4ed189-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"90387a8b-7a26-44b9-b80e-1c115e4ed189-0-0\"><span data-offset-key=\"90387a8b-7a26-44b9-b80e-1c115e4ed189-0-0\">In some organizations, marketing and fundraising teams compete for budget. Others have \u201cshadow CRM\u201d systems to hoard their best donors. The result is inefficiency, inconsistency, lost opportunities, and poor constituent experiences.<\/span><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-6c33af81 e-con-full e-flex e-con e-child\" data-id=\"6c33af81\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-56e49b5f elementor-position-inline-start elementor-view-default elementor-mobile-position-block-start elementor-widget elementor-widget-icon-box\" data-id=\"56e49b5f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-box.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-box-wrapper\">\n\n\t\t\t\t\t\t<div class=\"elementor-icon-box-icon\">\n\t\t\t\t<span  class=\"elementor-icon\">\n\t\t\t\t<svg aria-hidden=\"true\" class=\"e-font-icon-svg e-far-arrow-alt-circle-right\" viewBox=\"0 0 512 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M504 256C504 119 393 8 256 8S8 119 8 256s111 248 248 248 248-111 248-248zm-448 0c0-110.5 89.5-200 200-200s200 89.5 200 200-89.5 200-200 200S56 366.5 56 256zm72 20v-40c0-6.6 5.4-12 12-12h116v-67c0-10.7 12.9-16 20.5-8.5l99 99c4.7 4.7 4.7 12.3 0 17l-99 99c-7.6 7.6-20.5 2.2-20.5-8.5v-67H140c-6.6 0-12-5.4-12-12z\"><\/path><\/svg>\t\t\t\t<\/span>\n\t\t\t<\/div>\n\t\t\t\n\t\t\t\t\t\t<div class=\"elementor-icon-box-content\">\n\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t<p class=\"elementor-icon-box-description\">\n\t\t\t\t\t\tLearn What You Should Budget \n\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-18688d8f elementor-widget elementor-widget-text-editor\" data-id=\"18688d8f\" 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<div class=\"rte-item rte-3f051c1c-2cca-4202-8697-159466f6afca\" data-block=\"true\" data-editor=\"ine9\" data-offset-key=\"3f051c1c-2cca-4202-8697-159466f6afca-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"3f051c1c-2cca-4202-8697-159466f6afca-0-0\"><div class=\"rte-item rte-58314dc6-ee9d-4576-82ab-87dcd10981b6\" data-block=\"true\" data-editor=\"7320f\" data-offset-key=\"58314dc6-ee9d-4576-82ab-87dcd10981b6-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"58314dc6-ee9d-4576-82ab-87dcd10981b6-0-0\"><div class=\"rte-item rte-6a261c98-71f9-4b62-8442-ab73080f7dd2\" data-block=\"true\" data-editor=\"fid8m\" data-offset-key=\"6a261c98-71f9-4b62-8442-ab73080f7dd2-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"6a261c98-71f9-4b62-8442-ab73080f7dd2-0-0\"><span data-offset-key=\"6a261c98-71f9-4b62-8442-ab73080f7dd2-0-0\">When considering the budget for your CRM implementation, we recommend seeking insights from similar projects undertaken by organizations like yours. Reach out to your peers or consult with professionals like us to gather specific information. This approach is far more effective and accurate than trying to anticipate all the intricacies of your project and constructing an estimate from scratch.<\/span><\/div><div data-offset-key=\"6a261c98-71f9-4b62-8442-ab73080f7dd2-0-0\">\u00a0<\/div><\/div><div class=\"rte-item rte-261c9871-f93b-4284-82ab-73080f7dd215\" data-block=\"true\" data-editor=\"fid8m\" data-offset-key=\"261c9871-f93b-4284-82ab-73080f7dd215-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"261c9871-f93b-4284-82ab-73080f7dd215-0-0\"><span data-offset-key=\"261c9871-f93b-4284-82ab-73080f7dd215-0-0\">During the initial stages of implementation, it can be challenging for you to foresee all the necessary components of the project. However, those who have already completed similar projects have likely uncovered those hidden costs.<\/span><\/div><div data-offset-key=\"261c9871-f93b-4284-82ab-73080f7dd215-0-0\">\u00a0<\/div><\/div><div class=\"rte-item rte-1c9871f9-3b62-4442-ab73-080f7dd2151b\" data-block=\"true\" data-editor=\"fid8m\" data-offset-key=\"1c9871f9-3b62-4442-ab73-080f7dd2151b-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"1c9871f9-3b62-4442-ab73-080f7dd2151b-0-0\"><span data-offset-key=\"1c9871f9-3b62-4442-ab73-080f7dd2151b-0-0\">By setting your budget based on real-world projects, you gain a valuable perspective to evaluate the estimates you receive when you begin to purchase software and services.<\/span><\/div><div data-offset-key=\"1c9871f9-3b62-4442-ab73-080f7dd2151b-0-0\">\u00a0<\/div><\/div><div class=\"rte-item rte-9871f93b-6284-42ab-b308-0f7dd2151b3a\" data-block=\"true\" data-editor=\"fid8m\" data-offset-key=\"9871f93b-6284-42ab-b308-0f7dd2151b3a-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"9871f93b-6284-42ab-b308-0f7dd2151b3a-0-0\"><span data-offset-key=\"9871f93b-6284-42ab-b308-0f7dd2151b3a-0-0\">To transform your business and to achieve desired outcomes, it is also vital to consider costs beyond the solution and technical implementation services. It is wise to budget for change management to smooth the adoption process, account for time and resources necessary to building a consensus in the decisions, and redesign of your business processes to maximize how you leverage new powerful technologies. These efforts require an investment but will also have a far greater impact on your business than the tools themselves.<\/span><\/div><\/div><\/div><\/div><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-2777fd44 e-con-full e-flex e-con e-child\" data-id=\"2777fd44\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-17887db0 elementor-position-inline-start elementor-view-default elementor-mobile-position-block-start elementor-widget elementor-widget-icon-box\" data-id=\"17887db0\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-box.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-box-wrapper\">\n\n\t\t\t\t\t\t<div class=\"elementor-icon-box-icon\">\n\t\t\t\t<span  class=\"elementor-icon\">\n\t\t\t\t<svg aria-hidden=\"true\" class=\"e-font-icon-svg e-far-arrow-alt-circle-right\" viewBox=\"0 0 512 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M504 256C504 119 393 8 256 8S8 119 8 256s111 248 248 248 248-111 248-248zm-448 0c0-110.5 89.5-200 200-200s200 89.5 200 200-89.5 200-200 200S56 366.5 56 256zm72 20v-40c0-6.6 5.4-12 12-12h116v-67c0-10.7 12.9-16 20.5-8.5l99 99c4.7 4.7 4.7 12.3 0 17l-99 99c-7.6 7.6-20.5 2.2-20.5-8.5v-67H140c-6.6 0-12-5.4-12-12z\"><\/path><\/svg>\t\t\t\t<\/span>\n\t\t\t<\/div>\n\t\t\t\n\t\t\t\t\t\t<div class=\"elementor-icon-box-content\">\n\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t<p class=\"elementor-icon-box-description\">\n\t\t\t\t\t\tGet Aligned On Goals &amp; Success Metrics \n\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-26cfcc3d elementor-widget elementor-widget-text-editor\" data-id=\"26cfcc3d\" 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<div class=\"rte-item rte-f93b6284-42ab-4308-8f7d-d2151b3a44fd\" data-block=\"true\" data-editor=\"lr7j\" data-offset-key=\"f93b6284-42ab-4308-8f7d-d2151b3a44fd-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"f93b6284-42ab-4308-8f7d-d2151b3a44fd-0-0\"><span data-offset-key=\"f93b6284-42ab-4308-8f7d-d2151b3a44fd-0-0\">New technology is an opportunity to transform your business and to build for the future.<\/span><\/div><div data-offset-key=\"f93b6284-42ab-4308-8f7d-d2151b3a44fd-0-0\">\u00a0<\/div><\/div><div class=\"rte-item rte-3b628442-ab73-480f-bdd2-151b3a44fdb6\" data-block=\"true\" data-editor=\"lr7j\" data-offset-key=\"3b628442-ab73-480f-bdd2-151b3a44fdb6-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"3b628442-ab73-480f-bdd2-151b3a44fdb6-0-0\"><span data-offset-key=\"3b628442-ab73-480f-bdd2-151b3a44fdb6-0-0\">To align on goals, we recommend gathering your leadership in a room to discuss in depth what challenges you hope to solve. This is not just a technology discussion. Instead, think about what you are trying to achieve overall in your organization with the different points of view representing their business units.<\/span><\/div><div data-offset-key=\"3b628442-ab73-480f-bdd2-151b3a44fdb6-0-0\">\u00a0<\/div><\/div><div class=\"rte-item rte-628442ab-7308-4f7d-9215-1b3a44fdb62d\" data-block=\"true\" data-editor=\"lr7j\" data-offset-key=\"628442ab-7308-4f7d-9215-1b3a44fdb62d-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"628442ab-7308-4f7d-9215-1b3a44fdb62d-0-0\"><span data-offset-key=\"628442ab-7308-4f7d-9215-1b3a44fdb62d-0-0\">Once you know what results you are reaching for, you will have a framework to make confident decisions about which technology and process improvements to invest in to advance your priorities.<\/span><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-b5e7833 e-con-full e-flex e-con e-child\" data-id=\"b5e7833\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-3375f5fe elementor-position-inline-start elementor-view-default elementor-mobile-position-block-start elementor-widget elementor-widget-icon-box\" data-id=\"3375f5fe\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-box.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-box-wrapper\">\n\n\t\t\t\t\t\t<div class=\"elementor-icon-box-icon\">\n\t\t\t\t<span  class=\"elementor-icon\">\n\t\t\t\t<svg aria-hidden=\"true\" class=\"e-font-icon-svg e-far-arrow-alt-circle-right\" viewBox=\"0 0 512 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M504 256C504 119 393 8 256 8S8 119 8 256s111 248 248 248 248-111 248-248zm-448 0c0-110.5 89.5-200 200-200s200 89.5 200 200-89.5 200-200 200S56 366.5 56 256zm72 20v-40c0-6.6 5.4-12 12-12h116v-67c0-10.7 12.9-16 20.5-8.5l99 99c4.7 4.7 4.7 12.3 0 17l-99 99c-7.6 7.6-20.5 2.2-20.5-8.5v-67H140c-6.6 0-12-5.4-12-12z\"><\/path><\/svg>\t\t\t\t<\/span>\n\t\t\t<\/div>\n\t\t\t\n\t\t\t\t\t\t<div class=\"elementor-icon-box-content\">\n\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t<p class=\"elementor-icon-box-description\">\n\t\t\t\t\t\tEstablish a Clear Decision-Making Process \n\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-16088967 elementor-widget elementor-widget-text-editor\" data-id=\"16088967\" 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<div class=\"rte-item rte-7297eb03-142d-4b99-89f2-3e22a1a448ef\" data-block=\"true\" data-editor=\"506a6\" data-offset-key=\"7297eb03-142d-4b99-89f2-3e22a1a448ef-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"7297eb03-142d-4b99-89f2-3e22a1a448ef-0-0\"><div class=\"rte-item rte-625a2271-1629-484f-9aa0-42b8a96a9edc\" data-block=\"true\" data-editor=\"9ksi9\" data-offset-key=\"625a2271-1629-484f-9aa0-42b8a96a9edc-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"625a2271-1629-484f-9aa0-42b8a96a9edc-0-0\">Changing your CRM can be a massive undertaking. Establishing guiding principles grounded in the values of your organization and being clear about the factors on which you will base a decision are key. Strike a balance between including everyone at the table while also moving forward with decisions. Determine who has the authority to make decisions and who contributes to those decisions. Consider how you will solicit input and build buy-in among the stakeholders impacted by the changes.<\/div><\/div><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-55375d62 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"55375d62\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-69f87165 elementor-widget elementor-widget-heading\" data-id=\"69f87165\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Is Your Data Ready? \n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-16c14e1b elementor-widget elementor-widget-text-editor\" data-id=\"16c14e1b\" 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<div class=\"rte-item rte-ee4d4e12-5e8d-43c5-b62d-ec32fc7b7a6b\" data-block=\"true\" data-editor=\"9tuh0\" data-offset-key=\"ee4d4e12-5e8d-43c5-b62d-ec32fc7b7a6b-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"ee4d4e12-5e8d-43c5-b62d-ec32fc7b7a6b-0-0\"><span data-offset-key=\"ee4d4e12-5e8d-43c5-b62d-ec32fc7b7a6b-0-0\">Data strategy is critically important for a successful CRM implementation project.<\/span><\/div><div data-offset-key=\"ee4d4e12-5e8d-43c5-b62d-ec32fc7b7a6b-0-0\">\u00a0<\/div><\/div><div class=\"rte-item rte-4d4e125e-8da3-4536-adec-32fc7b7a6b97\" data-block=\"true\" data-editor=\"9tuh0\" data-offset-key=\"4d4e125e-8da3-4536-adec-32fc7b7a6b97-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"4d4e125e-8da3-4536-adec-32fc7b7a6b97-0-0\"><span data-offset-key=\"4d4e125e-8da3-4536-adec-32fc7b7a6b97-0-0\">It can be tempting to move every piece of data your organization has ever collected into the new system \u201cjust in case\u201d you need it someday. But there are significant downsides to moving too much data (and moving bad data) into a new system. You may incur hefty storage fees to keep useless or underutilized information. Storing some data can even expose you to risks.<\/span><\/div><div data-offset-key=\"4d4e125e-8da3-4536-adec-32fc7b7a6b97-0-0\">\u00a0<\/div><\/div><div class=\"rte-item rte-4e125e8d-a3c5-462d-ac32-fc7b7a6b97d7\" data-block=\"true\" data-editor=\"9tuh0\" data-offset-key=\"4e125e8d-a3c5-462d-ac32-fc7b7a6b97d7-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"4e125e8d-a3c5-462d-ac32-fc7b7a6b97d7-0-0\"><span data-offset-key=\"4e125e8d-a3c5-462d-ac32-fc7b7a6b97d7-0-0\">We\u2019ve seen the market shift to placing greater emphasis on data certainty, which focuses more on accurate data over volume of data to help you build more targeted strategies based on how your constituents engage with your organization. While culling the data may initially seem difficult, migrating irrelevant, redundant, and otherwise unhelpful information is actually worse. Paring down the data will ultimately leave the organization in a better place.<\/span><\/div><div data-offset-key=\"4e125e8d-a3c5-462d-ac32-fc7b7a6b97d7-0-0\">\u00a0<\/div><\/div><div class=\"rte-item rte-125e8da3-c536-4dec-b2fc-7b7a6b97d74f\" data-block=\"true\" data-editor=\"9tuh0\" data-offset-key=\"125e8da3-c536-4dec-b2fc-7b7a6b97d74f-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"125e8da3-c536-4dec-b2fc-7b7a6b97d74f-0-0\"><span data-offset-key=\"125e8da3-c536-4dec-b2fc-7b7a6b97d74f-0-0\">Transition is also a good time to revisit your data governance processes\u2014or take the opportunity to establish them if you don\u2019t yet have them\u2014and as you are integrating information from different systems to establish protocols for who is empowered to access and make decisions about data.<\/span><\/div><div data-offset-key=\"125e8da3-c536-4dec-b2fc-7b7a6b97d74f-0-0\">\u00a0<\/div><\/div><div class=\"rte-item rte-5e8da3c5-362d-4c32-bc7b-7a6b97d74f23\" data-block=\"true\" data-editor=\"9tuh0\" data-offset-key=\"5e8da3c5-362d-4c32-bc7b-7a6b97d74f23-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"5e8da3c5-362d-4c32-bc7b-7a6b97d74f23-0-0\"><span data-offset-key=\"5e8da3c5-362d-4c32-bc7b-7a6b97d74f23-0-0\">This topic is both complex and important. We invite you to take a deeper dive about<\/span> <a class=\"sc-eonqzL fycyHP\" href=\"\/resources\/blog\/how-to-prepare-your-data-for-a-crm-implementation\"><span data-offset-key=\"5e8da3c5-362d-4c32-bc7b-7a6b97d74f23-1-0\">how to prepare your data for an implementation<\/span><\/a><span data-offset-key=\"5e8da3c5-362d-4c32-bc7b-7a6b97d74f23-2-0\"> and <\/span><a class=\"sc-eonqzL fycyHP\" href=\"\/resources\/blog\/nonprofit-data-migration-its-time-to-be-strategic-and-choosy\"><span data-offset-key=\"5e8da3c5-362d-4c32-bc7b-7a6b97d74f23-3-0\">how to take a more strategic approach to data migration<\/span><\/a><span data-offset-key=\"5e8da3c5-362d-4c32-bc7b-7a6b97d74f23-4-0\">.<\/span><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4f861766 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"4f861766\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0ff67fa elementor-widget elementor-widget-heading\" data-id=\"0ff67fa\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Your Technology Transformation Team<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-feda1a1 elementor-widget elementor-widget-text-editor\" data-id=\"feda1a1\" 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<div class=\"rte-item rte-ee4d4e12-5e8d-43c5-b62d-ec32fc7b7a6b\" data-block=\"true\" data-editor=\"9tuh0\" data-offset-key=\"ee4d4e12-5e8d-43c5-b62d-ec32fc7b7a6b-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"ee4d4e12-5e8d-43c5-b62d-ec32fc7b7a6b-0-0\"><div class=\"rte-item rte-dd6b3fc3-e50f-4e41-87db-b1638095404f\" data-block=\"true\" data-editor=\"dusl2\" data-offset-key=\"dd6b3fc3-e50f-4e41-87db-b1638095404f-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"dd6b3fc3-e50f-4e41-87db-b1638095404f-0-0\"><span data-offset-key=\"dd6b3fc3-e50f-4e41-87db-b1638095404f-0-0\">Implementing a new CRM at your nonprofit can impact multiple departments. Engaging leadership across departments at the beginning fosters buy-in and a sense of ownership. The insights and perspectives provided by these leaders are invaluable and will significantly improve the outcomes of your implementation.<\/span><\/div><div data-offset-key=\"dd6b3fc3-e50f-4e41-87db-b1638095404f-0-0\">\u00a0<\/div><\/div><div class=\"rte-item rte-1717729d-1496-4f56-851b-6ebccf3830f9\" data-block=\"true\" data-editor=\"dusl2\" data-offset-key=\"1717729d-1496-4f56-851b-6ebccf3830f9-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"1717729d-1496-4f56-851b-6ebccf3830f9-0-0\"><span data-offset-key=\"1717729d-1496-4f56-851b-6ebccf3830f9-0-0\">The rest of this guide will be structured to offer different viewpoints from within your nonprofit organization, ensuring a well-rounded and comprehensive approach to technology implementation. We are providing a big picture overview. But for you specifically, think about your organization\u2019s structure and that will help you dictate which departments and work areas should be at the table.<\/span><\/div><\/div><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9553676 elementor-widget elementor-widget-image\" data-id=\"9553676\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"800\" height=\"707\" src=\"https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2023\/06\/crm-implementation-cycle.jpg?strip=all&amp;fit=800%2C707\" class=\"attachment-large size-large wp-image-19334\" alt=\"A circular diagram titled Technology Transformation features segments for CEO\/Executive Director, CIO\/CTO, Head of HR, CFO, Development\/Marketing, and Mission\/Programs\u2014each linked in a continuous loop to support seamless CRM implementation guide strategies.\" srcset=\"https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2023\/06\/crm-implementation-cycle.jpg?strip=all 1500w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2023\/06\/crm-implementation-cycle-300x265.jpg?strip=all 300w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2023\/06\/crm-implementation-cycle-1024x905.jpg?strip=all 1024w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2023\/06\/crm-implementation-cycle-150x133.jpg?strip=all 150w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2023\/06\/crm-implementation-cycle-768x678.jpg?strip=all 768w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2023\/06\/crm-implementation-cycle.jpg?strip=all&amp;w=600 600w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2023\/06\/crm-implementation-cycle.jpg?strip=all&amp;w=900 900w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2023\/06\/crm-implementation-cycle.jpg?strip=all&amp;w=1200 1200w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2023\/06\/crm-implementation-cycle.jpg?strip=all&amp;w=450 450w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-555857b8 e-con-full e-flex e-con e-child\" data-id=\"555857b8\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-186892a7 elementor-widget elementor-widget-text-editor\" data-id=\"186892a7\" 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<div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"b84cfea6-09e8-45df-a998-1a119bd8be81-0-0\"><h5 style=\"text-align: center;\"><span data-offset-key=\"98f3319f-3f20-4fda-9480-bfe67f722f71-0-0\">Transitioning business processes exactly as they exist today is a missed opportunity. When you invest in technology transformation, build for the future<\/span><span data-offset-key=\"98f3319f-3f20-4fda-9480-bfe67f722f71-0-1\">\u2014<\/span><span data-offset-key=\"98f3319f-3f20-4fda-9480-bfe67f722f71-0-2\">improve, rethink, take advantage of efficiencies.<\/span><\/h5><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-557e1cc elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"557e1cc\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7b8feb5 elementor-widget elementor-widget-heading\" data-id=\"7b8feb5\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Quick Reminders for Leaders During a CRM Implementation<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-bb886d9 e-con-full e-flex e-con e-child\" data-id=\"bb886d9\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-6af1bf9 elementor-widget elementor-widget-text-editor\" data-id=\"6af1bf9\" 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<div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"b84cfea6-09e8-45df-a998-1a119bd8be81-0-0\"><div class=\"rte-item rte-84603a69-f49a-470e-ab54-b47c80ee9043\" data-block=\"true\" data-editor=\"cj6c5\" data-offset-key=\"84603a69-f49a-470e-ab54-b47c80ee9043-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"84603a69-f49a-470e-ab54-b47c80ee9043-0-0\">When you are leading a tech change, focus on alignment in business goals and expectations.<\/div><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-999dd9a e-con-full e-flex e-con e-child\" data-id=\"999dd9a\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-508670d elementor-widget elementor-widget-text-editor\" data-id=\"508670d\" 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<div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"b84cfea6-09e8-45df-a998-1a119bd8be81-0-0\"><div class=\"rte-item rte-84603a69-f49a-470e-ab54-b47c80ee9043\" data-block=\"true\" data-editor=\"cj6c5\" data-offset-key=\"84603a69-f49a-470e-ab54-b47c80ee9043-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"84603a69-f49a-470e-ab54-b47c80ee9043-0-0\"><span data-offset-key=\"4a771114-8ec0-4ace-8c29-1d0d8a824064-0-1\">Technology implementation should be strategic. Have a forward thinking roadmap.<\/span><\/div><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-62732a8 e-con-full e-flex e-con e-child\" data-id=\"62732a8\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-8adbb13 elementor-widget elementor-widget-text-editor\" data-id=\"8adbb13\" 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<div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"b84cfea6-09e8-45df-a998-1a119bd8be81-0-0\"><div class=\"rte-item rte-84603a69-f49a-470e-ab54-b47c80ee9043\" data-block=\"true\" data-editor=\"cj6c5\" data-offset-key=\"84603a69-f49a-470e-ab54-b47c80ee9043-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"84603a69-f49a-470e-ab54-b47c80ee9043-0-0\"><span data-offset-key=\"c26a4973-1887-42b9-95cf-ab398af5478a-0-1\">Change is stressful. Take care of your people, support them, and help them adapt.<\/span><\/div><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-5652858 e-con-full e-flex e-con e-child\" data-id=\"5652858\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-85eaef9 elementor-widget elementor-widget-text-editor\" data-id=\"85eaef9\" 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<div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"b84cfea6-09e8-45df-a998-1a119bd8be81-0-0\"><div class=\"rte-item rte-84603a69-f49a-470e-ab54-b47c80ee9043\" data-block=\"true\" data-editor=\"cj6c5\" data-offset-key=\"84603a69-f49a-470e-ab54-b47c80ee9043-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"84603a69-f49a-470e-ab54-b47c80ee9043-0-0\"><span data-offset-key=\"b9f3b862-ee68-4aa6-87d7-8fee2133b67b-0-1\">Engaging stakeholders across the organization will bring different perspectives to the table to help you identify blind spots and opportunities and build necessary buy-in.<\/span><\/div><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-c0b22d0 e-con-full e-flex e-con e-child\" data-id=\"c0b22d0\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-4af2349 elementor-widget elementor-widget-text-editor\" data-id=\"4af2349\" 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<div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"b84cfea6-09e8-45df-a998-1a119bd8be81-0-0\"><div class=\"rte-item rte-84603a69-f49a-470e-ab54-b47c80ee9043\" data-block=\"true\" data-editor=\"cj6c5\" data-offset-key=\"84603a69-f49a-470e-ab54-b47c80ee9043-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"84603a69-f49a-470e-ab54-b47c80ee9043-0-0\"><span data-offset-key=\"a503d25b-a7ca-40b3-acae-7c8fd00e614b-0-1\">A massive technology transition is not about making lateral moves, it is about transformation. Keep an open mind to rethink the how and why behind business processes.<\/span><\/div><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-93c1561 e-con-full e-flex e-con e-child\" data-id=\"93c1561\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-00e9708 elementor-widget elementor-widget-text-editor\" data-id=\"00e9708\" 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<div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"b84cfea6-09e8-45df-a998-1a119bd8be81-0-0\"><div class=\"rte-item rte-84603a69-f49a-470e-ab54-b47c80ee9043\" data-block=\"true\" data-editor=\"cj6c5\" data-offset-key=\"84603a69-f49a-470e-ab54-b47c80ee9043-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"84603a69-f49a-470e-ab54-b47c80ee9043-0-0\"><span data-offset-key=\"99cd140a-f873-4f92-863b-df9698de0eff-0-1\">Do the due diligence and check the terms of your contracts and tools\u2019 capabilities so that you do not incur unnecessary expenses or lose vital functionality. <\/span><\/div><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-fccc6d5 e-con-full e-flex e-con e-child\" data-id=\"fccc6d5\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-a1fcac1 elementor-widget elementor-widget-text-editor\" data-id=\"a1fcac1\" 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<div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"b84cfea6-09e8-45df-a998-1a119bd8be81-0-0\"><div class=\"rte-item rte-84603a69-f49a-470e-ab54-b47c80ee9043\" data-block=\"true\" data-editor=\"cj6c5\" data-offset-key=\"84603a69-f49a-470e-ab54-b47c80ee9043-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"84603a69-f49a-470e-ab54-b47c80ee9043-0-0\"><span data-offset-key=\"d9b4c770-f4e9-4ac5-8e40-5f6cf08e060a-0-1\">Without clean, reliable, and actionable data, you will not see the results that you may have expected. Start cleaning your data and put in place necessary governance protocols before, not after, the implementation.<\/span><\/div><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-59d94b36 e-con-full e-flex e-con e-parent\" data-id=\"59d94b36\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t<div class=\"elementor-element elementor-element-360306f9 e-con-full e-flex e-con e-child\" data-id=\"360306f9\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-5772e35b e-con-full e-flex e-con e-child\" data-id=\"5772e35b\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-2fac4a71 elementor-invisible elementor-widget elementor-widget-heading\" data-id=\"2fac4a71\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;}\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Your partner for nonprofit tech services<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9fc3cf5 elementor-widget elementor-widget-text-editor\" data-id=\"9fc3cf5\" 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<div class=\"rte-item rte-1396a452-9840-4294-9720-7e787a468f16\" data-block=\"true\" data-editor=\"8b3ov\" data-offset-key=\"1396a452-9840-4294-9720-7e787a468f16-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"1396a452-9840-4294-9720-7e787a468f16-0-0\"><div class=\"rte-item rte-97a74f78-691d-4f5f-866a-f2f63ec43848\" data-block=\"true\" data-editor=\"63nnm\" data-offset-key=\"97a74f78-691d-4f5f-866a-f2f63ec43848-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"97a74f78-691d-4f5f-866a-f2f63ec43848-0-0\"><div class=\"rte-item rte-bbb6683a-4f4e-457f-a09f-39ffaf479e23\" data-block=\"true\" data-editor=\"ffdam\" data-offset-key=\"bbb6683a-4f4e-457f-a09f-39ffaf479e23-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"bbb6683a-4f4e-457f-a09f-39ffaf479e23-0-0\"><span data-offset-key=\"bbb6683a-4f4e-457f-a09f-39ffaf479e23-0-0\"><a href=\"\/\">Heller Consulting<\/a> is a leading provider of technology consulting services for nonprofit organizations and higher education institutions. Our team of experts specializes in helping organizations develop and implement effective technology strategies and ecosystems that support their missions and goals.<\/span><\/div><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"bbb6683a-4f4e-457f-a09f-39ffaf479e23-0-0\">\u00a0<\/div><\/div><div class=\"rte-item rte-392a78a8-0e91-4259-ab9c-525a9876cdab\" data-block=\"true\" data-editor=\"ffdam\" data-offset-key=\"392a78a8-0e91-4259-ab9c-525a9876cdab-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"392a78a8-0e91-4259-ab9c-525a9876cdab-0-0\"><span data-offset-key=\"392a78a8-0e91-4259-ab9c-525a9876cdab-0-0\">Whether your organization needs help with technology strategy, CRM planning, implementation, or change management services, we have the expertise and experience to help. We pride ourselves on delivering creative and effective solutions that support your organization&#8217;s mission and goals.<\/span><\/div><\/div><\/div><\/div><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b19ce9a elementor-widget elementor-widget-button\" data-id=\"b19ce9a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"\/contact-us\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">CONTACT US<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\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>How to Prepare Your Nonprofit for a CRM Implementation Table of Contents &nbsp; Introduction: Building Bigger and Better Forward-thinking nonprofits are building nimble CRM ecosystems that support organizational growth and adaptability.\u00a0Preparing for a CRM implementation is an opportunity to drive transformative change and propel your organization forward. Drawing from our extensive experience advising and managing [&hellip;]<\/p>\n","protected":false},"author":40,"featured_media":10128,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"elementor_header_footer","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[80,508],"tags":[268,787,305,788,423,789,518,790,562,723,748,751,766,768,132,781,148,782,154,783,196,784,208,785,267,786],"ppma_author":[478],"class_list":["post-19318","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-nonprofits","category-guide-content","tag-crm-migration","tag-implementation-roadmap","tag-data-governance","tag-nonprofit-consulting","tag-nonprofit-digital-transformation","tag-nonprofit-tech-services","tag-nonprofit-software","tag-organizational-growth","tag-data-strategy","tag-crm-readiness","tag-crm-planning","tag-nonprofit-fundraising","tag-nonprofit-marketing","tag-nonprofit-strategy","tag-nonprofit-technology","tag-technology-transformation","tag-donor-management","tag-volunteer-tracking","tag-change-management","tag-email-marketing","tag-nonprofit-crm","tag-nonprofit-leadership","tag-heller-consulting","tag-stakeholder-engagement","tag-crm-implementation","tag-business-process-optimization"],"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>How to Prepare Your Nonprofit for a CRM Implementation - Heller Consulting<\/title>\n<meta name=\"description\" content=\"Discover how your nonprofit can prepare for a successful CRM implementation. 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