{"id":19458,"date":"2025-02-01T18:25:01","date_gmt":"2025-02-01T18:25:01","guid":{"rendered":"https:\/\/teamheller.com\/?p=19458"},"modified":"2025-11-19T19:27:08","modified_gmt":"2025-11-19T19:27:08","slug":"reimagining-engagement","status":"publish","type":"post","link":"https:\/\/teamheller.com\/resources\/guides\/reimagining-engagement","title":{"rendered":"Reimagining Engagement"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"19458\" class=\"elementor elementor-19458\" 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-7904037 elementor-invisible elementor-widget elementor-widget-heading\" data-id=\"7904037\" 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\">Reimagining Engagement<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\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<p class=\"elementor-heading-title elementor-size-default\">How the Right CRM Transforms Donor Relations<\/p>\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<\/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<p>Effective donor relations are crucial for nonprofits to build lasting relationships, increase donor retention, and drive fundraising success. A well-implemented CRM system can streamline donor management, enhance communication, and provide valuable insights to optimize engagement strategies.<\/p><p><br \/>This guide explores how CRMs have changed donor relations in the past decade and helps nonprofit technology leaders maximize the benefits of modern systems for their organizations.<\/p>\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\">Understanding donor relations and the role of CRM<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-dcca787 elementor-widget elementor-widget-text-editor\" data-id=\"dcca787\" 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-03c67d4a-d934-4b8d-83d8-94894255e80e\" data-block=\"true\" data-editor=\"92dgb\" data-offset-key=\"03c67d4a-d934-4b8d-83d8-94894255e80e-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"03c67d4a-d934-4b8d-83d8-94894255e80e-0-0\"><span data-offset-key=\"03c67d4a-d934-4b8d-83d8-94894255e80e-0-0\">Over the past decade, donor expectations have significantly evolved, with donors now seeking more tailored experiences that resonate with their<\/span><a class=\"sc-jLpfQF bhABuz\" href=\"https:\/\/www.communitybrands.com\/wp-content\/uploads\/2019\/01\/DonorExperienceStudy_2018.pdf\"><span data-offset-key=\"03c67d4a-d934-4b8d-83d8-94894255e80e-1-0\"> personal values and interests<\/span><\/a><span data-offset-key=\"03c67d4a-d934-4b8d-83d8-94894255e80e-2-0\">. Supporting this shift has been advancements in the nonprofit tech stack that allow for ever-more segmentation and personalized communication strategies.<\/span><\/div><\/div><div class=\"rte-item rte-1b950051-e7d7-483c-b506-72675b5661c7\" data-block=\"true\" data-editor=\"92dgb\" data-offset-key=\"1b950051-e7d7-483c-b506-72675b5661c7-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"1b950051-e7d7-483c-b506-72675b5661c7-0-0\"><span data-offset-key=\"1b950051-e7d7-483c-b506-72675b5661c7-0-0\">\u00a0<\/span><\/div><\/div><div class=\"rte-item rte-cdb25b20-03b0-44cb-849d-3b554dbfba90\" data-block=\"true\" data-editor=\"92dgb\" data-offset-key=\"cdb25b20-03b0-44cb-849d-3b554dbfba90-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"cdb25b20-03b0-44cb-849d-3b554dbfba90-0-0\"><span data-offset-key=\"cdb25b20-03b0-44cb-849d-3b554dbfba90-0-0\">Engagement strategies have also moved beyond traditional methods to incorporate more interactive and immersive experiences. Donors today expect to be actively involved in the causes they support, rather than being passive contributors. Nonprofit technology leaders have expanded a stack that now caters to virtual events, social media campaigns, and other digital engagement tools. Additionally, nonprofits are increasingly focusing on creating year-round <\/span><a class=\"sc-jLpfQF bhABuz\" href=\"https:\/\/www.onecause.com\/blog\/fundraising-changes-over-past-10-years\/\"><span data-offset-key=\"cdb25b20-03b0-44cb-849d-3b554dbfba90-1-0\">engagement plans for sustained support<\/span><\/a><span data-offset-key=\"cdb25b20-03b0-44cb-849d-3b554dbfba90-2-0\">, rather than one-time fundraising events.<\/span><\/div><\/div><div class=\"rte-item rte-7cd95038-ae0f-4e43-a827-4ebd2b0d5315\" data-block=\"true\" data-editor=\"92dgb\" data-offset-key=\"7cd95038-ae0f-4e43-a827-4ebd2b0d5315-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"7cd95038-ae0f-4e43-a827-4ebd2b0d5315-0-0\"><span data-offset-key=\"7cd95038-ae0f-4e43-a827-4ebd2b0d5315-0-0\">\u00a0<\/span><\/div><\/div><div class=\"rte-item rte-37c3192e-437e-4cfc-8f14-47a40018b385\" data-block=\"true\" data-editor=\"92dgb\" data-offset-key=\"37c3192e-437e-4cfc-8f14-47a40018b385-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"37c3192e-437e-4cfc-8f14-47a40018b385-0-0\"><span data-offset-key=\"37c3192e-437e-4cfc-8f14-47a40018b385-0-0\">Donors also now expect greater transparency and <\/span><a class=\"sc-jLpfQF bhABuz\" href=\"https:\/\/nonprofitresourcehub.org\/nonprofit-marketing-trends-for-2025-staying-ahead-of-the-curve\/\"><span data-offset-key=\"37c3192e-437e-4cfc-8f14-47a40018b385-1-0\">impact statements from organizations<\/span><\/a><span data-offset-key=\"37c3192e-437e-4cfc-8f14-47a40018b385-2-0\">, increasingly seeing themselves as partners in the work the nonprofit does. As a result, nonprofits have invested in platforms that bolster their reporting and storytelling techniques.<\/span><\/div><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"37c3192e-437e-4cfc-8f14-47a40018b385-0-0\"><span data-offset-key=\"37c3192e-437e-4cfc-8f14-47a40018b385-2-0\">\u00a0<\/span><\/div><\/div><div class=\"rte-item rte-b23b03b7-7a2f-4948-846d-6306930bc73f\" data-block=\"true\" data-editor=\"92dgb\" data-offset-key=\"b23b03b7-7a2f-4948-846d-6306930bc73f-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"b23b03b7-7a2f-4948-846d-6306930bc73f-0-0\"><span data-offset-key=\"b23b03b7-7a2f-4948-846d-6306930bc73f-0-0\">Effective engagement increases donations, volunteerism, and advocacy. But nonprofits face significant technology challenges, including data silos, technical debt, technical skill deficits, and inefficient processes.<\/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-ce13af0 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"ce13af0\" 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-1803eea elementor-widget elementor-widget-heading\" data-id=\"1803eea\" 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\">Challenges facing nonprofit leaders<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7fbcd03 elementor-widget elementor-widget-text-editor\" data-id=\"7fbcd03\" 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>Nonprofit innovators face a unique set of challenges that can hinder their ability to effectively adopt and leverage new technologies.<\/p>\t\t\t\t\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\tScant resources can slow tech adoption\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<p><span data-offset-key=\"f907d59e-55bd-4d6b-b008-b0698150a657-0-2\">Many organizations lack the resources or frameworks to quickly assess, adopt, and leverage the technologies they need to be more effective. According to the Nonprofit Technology Network, <\/span><a class=\"sc-jLpfQF bhABuz\" href=\"https:\/\/www.nten.org\/blog\/why-tech-adoption-is-crucial-for-accountability-in-the-nonprofit-sector\"><span data-offset-key=\"f907d59e-55bd-4d6b-b008-b0698150a657-1-0\">only one in five nonprofits consider themselves leaders in tech adoption<\/span><\/a><span data-offset-key=\"f907d59e-55bd-4d6b-b008-b0698150a657-2-0\">.<\/span><\/p>\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\tChange-averse culture stymies progress\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<p><span data-offset-key=\"bae98bb7-c0f1-4ac2-8fe0-bf9a8d2dbf12-0-1\">Many organizations lack documented decision-making processes, and staff time is often cited as <\/span><a class=\"sc-jLpfQF bhABuz\" href=\"https:\/\/changemanagementinsight.com\/change-management-in-nonprofit-organizations\/\"><span data-offset-key=\"bae98bb7-c0f1-4ac2-8fe0-bf9a8d2dbf12-1-0\">a major barrier<\/span><\/a><span data-offset-key=\"bae98bb7-c0f1-4ac2-8fe0-bf9a8d2dbf12-2-0\"> to successful tech implementation. Change management involves recognizing the need for change, overcoming resistance, and implementing new processes and technologies effectively. Common barriers include a lack of buy-in from key stakeholders, fear of the unknown among staff, and limited financial resources. To navigate these challenges, nonprofits need to cultivate a culture that embraces change, allocate necessary resources, and develop clear plans with <\/span><a class=\"sc-jLpfQF bhABuz\" href=\"https:\/\/teamheller.com\/guides\/the-nonprofits-guide-to-change-management\"><span data-offset-key=\"bae98bb7-c0f1-4ac2-8fe0-bf9a8d2dbf12-3-0\">defined objectives and timelines<\/span><\/a><span data-offset-key=\"bae98bb7-c0f1-4ac2-8fe0-bf9a8d2dbf12-4-0\">.<\/span><\/p>\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\tPoor data governance and trust\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<p><span data-offset-key=\"3a0cb3fb-3a46-4aa5-82ff-564fd11c9b22-0-1\">Nonprofits often lack standardized practices for data collection, management, and retention. Adding to the challenge, it is becoming increasingly complex to manage sensitive data, which exposes nonprofits to greater risk of data breaches and compliance issues. It&#8217;s crucial for tech leaders to address these challenges to ensure data integrity, protect donor information, and <\/span><a class=\"sc-jLpfQF bhABuz\" href=\"https:\/\/nethope.org\/toolkits\/data-governance-toolkit-a-guide-to-implementing-data-governance-in-nonprofits\/\"><span data-offset-key=\"3a0cb3fb-3a46-4aa5-82ff-564fd11c9b22-1-0\">maintain trust with stakeholders<\/span><\/a><span data-offset-key=\"3a0cb3fb-3a46-4aa5-82ff-564fd11c9b22-2-0\">.<\/span><\/p>\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-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<h6 style=\"text-align: center;\"><span style=\"font-size: 110%;\">Read Team Heller&#8217;s <a class=\"sc-jLpfQF bhABuz\" href=\"https:\/\/teamheller.com\/guides\/the-nonprofits-guide-to-change-management\">Change Management Guide<\/a> for nonprofit tech leaders.<\/span><\/h6>\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-12aedbe elementor-widget elementor-widget-heading\" data-id=\"12aedbe\" 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\">Key uses of Salesforce for Nonprofits<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-34557c91 elementor-widget elementor-widget-text-editor\" data-id=\"34557c91\" 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 class=\"sc-jdabBK jgBiIZ\" data-testid=\"ripley-core__text-item__paragraph__component\" data-foleon-id=\"e9eac6d4-8193-4434-98e0-0c207b076bf0\">When considering a new or expanded CRM, smart nonprofit leaders look at the following capabilities:<\/p>\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-46cb8653 elementor-widget elementor-widget-n-accordion\" data-id=\"46cb8653\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;default_state&quot;:&quot;expanded&quot;,&quot;max_items_expended&quot;:&quot;one&quot;,&quot;n_accordion_animation_duration&quot;:{&quot;unit&quot;:&quot;ms&quot;,&quot;size&quot;:400,&quot;sizes&quot;:[]}}\" data-widget_type=\"nested-accordion.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"e-n-accordion\" aria-label=\"Accordion. Open links with Enter or Space, close with Escape, and navigate with Arrow Keys\">\n\t\t\t\t\t\t<details id=\"e-n-accordion-item-1180\" class=\"e-n-accordion-item\" open>\n\t\t\t\t<summary class=\"e-n-accordion-item-title\" data-accordion-index=\"1\" tabindex=\"0\" aria-expanded=\"true\" aria-controls=\"e-n-accordion-item-1180\" >\n\t\t\t\t\t<span class='e-n-accordion-item-title-header'><div class=\"e-n-accordion-item-title-text\"> Centralized data management <\/div><\/span>\n\t\t\t\t\t\t\t<span class='e-n-accordion-item-title-icon'>\n\t\t\t<span class='e-opened' ><svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-minus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h384c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span>\n\t\t\t<span class='e-closed'><svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-plus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H272V64c0-17.67-14.33-32-32-32h-32c-17.67 0-32 14.33-32 32v144H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h144v144c0 17.67 14.33 32 32 32h32c17.67 0 32-14.33 32-32V304h144c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-1180\" class=\"elementor-element elementor-element-79f26079 e-con-full e-flex e-con e-child\" data-id=\"79f26079\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-4f84b7a4 elementor-widget elementor-widget-text-editor\" data-id=\"4f84b7a4\" 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>Early CRMs primarily focused on storing contact information and basic interaction history. Modern CRMs now offer dynamic data management, allowing for real-time updates, advanced data analytics, and integration with various data sources to provide a <a href=\"https:\/\/teamheller.com\/resources\/blog\/choosing-the-right-crm-for-your-nonprofit-key-considerations-and-features\">holistic view of donor interactions<\/a>.<\/p><p>They create a comprehensive view of each donor&#8217;s history and preferences, often across multiple systems and datasets. Often called a \u201c360-degree view\u201d of the constituent, this is the foundation of more informed and personalized interactions.<\/p>\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\t<\/details>\n\t\t\t\t\t\t<details id=\"e-n-accordion-item-1181\" class=\"e-n-accordion-item\" >\n\t\t\t\t<summary class=\"e-n-accordion-item-title\" data-accordion-index=\"2\" tabindex=\"-1\" aria-expanded=\"false\" aria-controls=\"e-n-accordion-item-1181\" >\n\t\t\t\t\t<span class='e-n-accordion-item-title-header'><div class=\"e-n-accordion-item-title-text\"> Enhanced communication tools <\/div><\/span>\n\t\t\t\t\t\t\t<span class='e-n-accordion-item-title-icon'>\n\t\t\t<span class='e-opened' ><svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-minus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h384c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span>\n\t\t\t<span class='e-closed'><svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-plus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H272V64c0-17.67-14.33-32-32-32h-32c-17.67 0-32 14.33-32 32v144H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h144v144c0 17.67 14.33 32 32 32h32c17.67 0 32-14.33 32-32V304h144c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-1181\" class=\"elementor-element elementor-element-67dd2a00 e-con-full e-flex e-con e-child\" data-id=\"67dd2a00\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-195de0cf elementor-widget elementor-widget-text-editor\" data-id=\"195de0cf\" 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>More than ever, nonprofits have integrated email marketing, social media, SMS, and automated messaging tools. Organizations running peer-to-peer campaigns need to manage multi-level messaging capabilities, so their fundraisers can build and run their <a href=\"https:\/\/teamheller.com\/resources\/blog\/prepare-your-stack-for-peer-to-peer-fundraising-in-2025\">own campaigns within the nonprofit\u2019s system<\/a>. This is how nonprofit communications teams meet donor expectations for timely, relevant, and personalized engagement in an omnichannel environment.<\/p>\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\t<\/details>\n\t\t\t\t\t\t<details id=\"e-n-accordion-item-1182\" class=\"e-n-accordion-item\" >\n\t\t\t\t<summary class=\"e-n-accordion-item-title\" data-accordion-index=\"3\" tabindex=\"-1\" aria-expanded=\"false\" aria-controls=\"e-n-accordion-item-1182\" >\n\t\t\t\t\t<span class='e-n-accordion-item-title-header'><div class=\"e-n-accordion-item-title-text\"> Personalization and segmentation <\/div><\/span>\n\t\t\t\t\t\t\t<span class='e-n-accordion-item-title-icon'>\n\t\t\t<span class='e-opened' ><svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-minus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h384c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span>\n\t\t\t<span class='e-closed'><svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-plus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H272V64c0-17.67-14.33-32-32-32h-32c-17.67 0-32 14.33-32 32v144H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h144v144c0 17.67 14.33 32 32 32h32c17.67 0 32-14.33 32-32V304h144c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-1182\" class=\"elementor-element elementor-element-145e29c e-con-full e-flex e-con e-child\" data-id=\"145e29c\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-79e43890 elementor-widget elementor-widget-text-editor\" data-id=\"79e43890\" 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>Advanced CRMs allow for detailed segmentation of donor lists based on various criteria, such as donation history, interests, and engagement levels. This segmentation enables highly personalized communication and targeted campaigns that raise more money.<\/p>\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\t<\/details>\n\t\t\t\t\t\t<details id=\"e-n-accordion-item-1183\" class=\"e-n-accordion-item\" >\n\t\t\t\t<summary class=\"e-n-accordion-item-title\" data-accordion-index=\"4\" tabindex=\"-1\" aria-expanded=\"false\" aria-controls=\"e-n-accordion-item-1183\" >\n\t\t\t\t\t<span class='e-n-accordion-item-title-header'><div class=\"e-n-accordion-item-title-text\"> Automation and efficiency <\/div><\/span>\n\t\t\t\t\t\t\t<span class='e-n-accordion-item-title-icon'>\n\t\t\t<span class='e-opened' ><svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-minus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h384c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span>\n\t\t\t<span class='e-closed'><svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-plus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H272V64c0-17.67-14.33-32-32-32h-32c-17.67 0-32 14.33-32 32v144H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h144v144c0 17.67 14.33 32 32 32h32c17.67 0 32-14.33 32-32V304h144c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-1183\" class=\"elementor-element elementor-element-87f3287 e-flex e-con-boxed e-con e-child\" data-id=\"87f3287\" 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-f69f91f elementor-widget elementor-widget-text-editor\" data-id=\"f69f91f\" 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>Automation features in streamline repetitive tasks, such as sending thank-you notes, scheduling follow-ups, and managing event registrations. Rich marketing automation tools allow nonprofits to nurture leads, run drip campaigns, and engage donors at different stages of their journey. This integration ensures a seamless flow of information and coordinated efforts, and it frees up staff time for more strategic work.<\/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\t<\/details>\n\t\t\t\t\t\t<details id=\"e-n-accordion-item-1184\" class=\"e-n-accordion-item\" >\n\t\t\t\t<summary class=\"e-n-accordion-item-title\" data-accordion-index=\"5\" tabindex=\"-1\" aria-expanded=\"false\" aria-controls=\"e-n-accordion-item-1184\" >\n\t\t\t\t\t<span class='e-n-accordion-item-title-header'><div class=\"e-n-accordion-item-title-text\"> Analytics and reporting <\/div><\/span>\n\t\t\t\t\t\t\t<span class='e-n-accordion-item-title-icon'>\n\t\t\t<span class='e-opened' ><svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-minus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h384c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span>\n\t\t\t<span class='e-closed'><svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-plus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H272V64c0-17.67-14.33-32-32-32h-32c-17.67 0-32 14.33-32 32v144H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h144v144c0 17.67 14.33 32 32 32h32c17.67 0 32-14.33 32-32V304h144c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-1184\" class=\"elementor-element elementor-element-be464f4 e-flex e-con-boxed e-con e-child\" data-id=\"be464f4\" 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-5819849 elementor-widget elementor-widget-text-editor\" data-id=\"5819849\" 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>New reporting capabilities allow development teams to track donor engagement, measure campaign effectiveness, and identify trends. Increasingly customizable dashboards and reports enable nonprofit leaders to track key metrics, monitor progress, and share insights with stakeholders. This feature is crucial for transparency and accountability, as well as helping nonprofits continually improve their strategies and program delivery.<\/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\t<\/details>\n\t\t\t\t\t\t<details id=\"e-n-accordion-item-1185\" class=\"e-n-accordion-item\" >\n\t\t\t\t<summary class=\"e-n-accordion-item-title\" data-accordion-index=\"6\" tabindex=\"-1\" aria-expanded=\"false\" aria-controls=\"e-n-accordion-item-1185\" >\n\t\t\t\t\t<span class='e-n-accordion-item-title-header'><div class=\"e-n-accordion-item-title-text\"> Enhanced security and compliance <\/div><\/span>\n\t\t\t\t\t\t\t<span class='e-n-accordion-item-title-icon'>\n\t\t\t<span class='e-opened' ><svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-minus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h384c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span>\n\t\t\t<span class='e-closed'><svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-plus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H272V64c0-17.67-14.33-32-32-32h-32c-17.67 0-32 14.33-32 32v144H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h144v144c0 17.67 14.33 32 32 32h32c17.67 0 32-14.33 32-32V304h144c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-1185\" class=\"elementor-element elementor-element-f1cd010 e-flex e-con-boxed e-con e-child\" data-id=\"f1cd010\" 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-2207e4f elementor-widget elementor-widget-text-editor\" data-id=\"2207e4f\" 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>Ensuring that the CRM and all its interoperable platforms comply with data protection regulations and offer robust security features is essential for protecting donor information and maintaining trust.<\/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\t<\/details>\n\t\t\t\t\t\t<details id=\"e-n-accordion-item-1186\" class=\"e-n-accordion-item\" >\n\t\t\t\t<summary class=\"e-n-accordion-item-title\" data-accordion-index=\"7\" tabindex=\"-1\" aria-expanded=\"false\" aria-controls=\"e-n-accordion-item-1186\" >\n\t\t\t\t\t<span class='e-n-accordion-item-title-header'><div class=\"e-n-accordion-item-title-text\"> Interoperability <\/div><\/span>\n\t\t\t\t\t\t\t<span class='e-n-accordion-item-title-icon'>\n\t\t\t<span class='e-opened' ><svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-minus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h384c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span>\n\t\t\t<span class='e-closed'><svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-plus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H272V64c0-17.67-14.33-32-32-32h-32c-17.67 0-32 14.33-32 32v144H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h144v144c0 17.67 14.33 32 32 32h32c17.67 0 32-14.33 32-32V304h144c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-1186\" class=\"elementor-element elementor-element-bf02f37 e-flex e-con-boxed e-con e-child\" data-id=\"bf02f37\" 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-8ad98de elementor-widget elementor-widget-text-editor\" data-id=\"8ad98de\" 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><span data-offset-key=\"4ef22e3b-8b76-4329-b99f-be17563559ad-0-0\">Modern CRMs integrate with other essential systems, such as accounting software, event management platforms, and <\/span><a class=\"sc-jLpfQF bhABuz\" href=\"https:\/\/teamheller.my.canva.site\/build-your-nonprofit-tech-stack\"><span data-offset-key=\"4ef22e3b-8b76-4329-b99f-be17563559ad-1-0\">online donation tools<\/span><\/a><span data-offset-key=\"4ef22e3b-8b76-4329-b99f-be17563559ad-2-0\">. These integrations enable the two-way data flows needed to unlock modern fundraising communications, impact reporting, and streamlined financial processing.<\/span><\/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\t<\/details>\n\t\t\t\t\t\t<details id=\"e-n-accordion-item-1187\" class=\"e-n-accordion-item\" >\n\t\t\t\t<summary class=\"e-n-accordion-item-title\" data-accordion-index=\"8\" tabindex=\"-1\" aria-expanded=\"false\" aria-controls=\"e-n-accordion-item-1187\" >\n\t\t\t\t\t<span class='e-n-accordion-item-title-header'><div class=\"e-n-accordion-item-title-text\"> AI and Machine Learning <\/div><\/span>\n\t\t\t\t\t\t\t<span class='e-n-accordion-item-title-icon'>\n\t\t\t<span class='e-opened' ><svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-minus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h384c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span>\n\t\t\t<span class='e-closed'><svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-plus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H272V64c0-17.67-14.33-32-32-32h-32c-17.67 0-32 14.33-32 32v144H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h144v144c0 17.67 14.33 32 32 32h32c17.67 0 32-14.33 32-32V304h144c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-1187\" class=\"elementor-element elementor-element-06ce3b3 e-flex e-con-boxed e-con e-child\" data-id=\"06ce3b3\" 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-c1ccb30 elementor-widget elementor-widget-text-editor\" data-id=\"c1ccb30\" 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>AI can help predict donor behavior, identify high-potential donors, and personalize engagement strategies. These technologies enable nonprofits to optimize their fundraising efforts and improve donor retention.<\/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\t<\/details>\n\t\t\t\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-dfe06ab elementor-widget elementor-widget-text-editor\" data-id=\"dfe06ab\" 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 class=\"sc-jdabBK jgBiIZ\" data-testid=\"ripley-core__text-item__paragraph__component\" data-foleon-id=\"e9eac6d4-8193-4434-98e0-0c207b076bf0\">By understanding the evolution of CRM features and leveraging these modern capabilities, digital leaders can transform donor relations and drive meaningful engagement.<\/p>\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-433a4603 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"433a4603\" 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-5e1eb930 elementor-widget elementor-widget-heading\" data-id=\"5e1eb930\" 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\">Heller\u2019s CRM implementation methodology<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-13852f10 elementor-widget elementor-widget-text-editor\" data-id=\"13852f10\" 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>Over three decades working with nonprofit clients, we have honed our CRM implementation roadmap into a <a href=\"https:\/\/teamheller.com\/resources\/blog\/inside-hellers-crm-roadmap-methodology\">successful methodology<\/a>. We use this approach because it aligns the organization\u2019s technology goals with its mission and helps the entire project team understand what a best-fit solution looks like for the individual nonprofit. <a href=\"https:\/\/teamheller.com\/guides\/how-to-prepare-your-nonprofit-for-a-crm-implementation\">An implementation<\/a> can take 14 to 18 months from conception to completion.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-639a3043 e-con-full e-flex e-con e-child\" data-id=\"639a3043\" 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-7088c610 elementor-position-inline-start elementor-view-default elementor-mobile-position-block-start elementor-widget elementor-widget-icon-box\" data-id=\"7088c610\" 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 xmlns=\"http:\/\/www.w3.org\/2000\/svg\" fill=\"none\" height=\"100\" viewBox=\"0 0 100 100\" width=\"100\"><path d=\"m41.432 31.04v-5.312h12.032v46.272h-5.888v-40.96z\" fill=\"#3bb4e5\"><\/path><circle cx=\"50\" cy=\"50\" r=\"40\" stroke=\"#3bb4e5\" stroke-width=\"4\"><\/circle><\/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\tStrategic discovery process\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-5b26d4a elementor-widget elementor-widget-text-editor\" data-id=\"5b26d4a\" 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=\"sc-dCZjNh gbfcBk\" data-testid=\"core-editor__entities__text__container\"><div class=\"sc-ekxNja sc-NfUAF sc-gcAtKA kTkmIP hecpuY bKIbNS\"><p class=\"sc-kJzonb drKzlf\" data-testid=\"ripley-core__text-item__paragraph__component\" data-foleon-id=\"d501f840-c352-4643-b868-56ae279a7c4b\">We start by conducting in-depth interviews and discussions with stakeholders across your organization. Our goal is to uncover what\u2019s working and what\u2019s not with your current software and processes. We also review sample reports, spreadsheets, and documentation to get a clear picture of your existing system.<\/p><\/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-9d56d62 e-con-full e-flex e-con e-child\" data-id=\"9d56d62\" 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-320fc30c elementor-position-inline-start elementor-view-default elementor-mobile-position-block-start elementor-widget elementor-widget-icon-box\" data-id=\"320fc30c\" 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 xmlns=\"http:\/\/www.w3.org\/2000\/svg\" fill=\"none\" height=\"100\" viewBox=\"0 0 100 100\" width=\"100\"><path d=\"m35.264 67.328c5.4187-4.352 9.664-7.9147 12.736-10.688 3.072-2.816 5.6533-5.7387 7.744-8.768 2.1333-3.072 3.2-6.08 3.2-9.024 0-2.7733-.6827-4.9493-2.048-6.528-1.3227-1.6213-3.4773-2.432-6.464-2.432-2.9013 0-5.1627.9173-6.784 2.752-1.5787 1.792-2.432 4.2027-2.56 7.232h-5.632c.1707-4.7787 1.6213-8.4693 4.352-11.072s6.2507-3.904 10.56-3.904c4.3947 0 7.872 1.216 10.432 3.648 2.6027 2.432 3.904 5.7813 3.904 10.048 0 3.5413-1.0667 6.9973-3.2 10.368-2.0907 3.328-4.48 6.272-7.168 8.832-2.688 2.5173-6.1227 5.4613-10.304 8.832h22.016v4.864h-30.784z\" fill=\"#3bb4e5\"><\/path><circle cx=\"50\" cy=\"50\" r=\"40\" stroke=\"#3bb4e5\" stroke-width=\"4\"><\/circle><\/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\tRequirements prioritized\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-2673d09f elementor-widget elementor-widget-text-editor\" data-id=\"2673d09f\" 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=\"sc-dCZjNh gbfcBk\" data-testid=\"core-editor__entities__text__container\"><div class=\"sc-ekxNja sc-NfUAF sc-gcAtKA kTkmIP hecpuY bKIbNS\"><p>Based on our findings from the discovery process, we write detailed user stories that outline what is needed in a new system for your staff to work more effectively. These stories help define the functional requirements for the new CRM solution and become the foundation for future user testing. We also document your current technology stack, detailing each system\u2019s purpose, users, and data flows.<\/p><\/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-8dad256 e-con-full e-flex e-con e-child\" data-id=\"8dad256\" 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-49703b75 elementor-position-inline-start elementor-view-default elementor-mobile-position-block-start elementor-widget elementor-widget-icon-box\" data-id=\"49703b75\" 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 xmlns=\"http:\/\/www.w3.org\/2000\/svg\" fill=\"none\" height=\"100\" viewBox=\"0 0 100 100\" width=\"100\"><path d=\"m35.84 37.376c.2987-3.9253 1.8133-6.9973 4.544-9.216s6.272-3.328 10.624-3.328c2.9013 0 5.3973.5333 7.488 1.6 2.1333 1.024 3.7333 2.432 4.8 4.224 1.1093 1.792 1.664 3.8187 1.664 6.08 0 2.6453-.768 4.928-2.304 6.848-1.4933 1.92-3.456 3.1573-5.888 3.712v.32c2.7733.6827 4.9707 2.0267 6.592 4.032s2.432 4.6293 2.432 7.872c0 2.432-.5547 4.6293-1.664 6.592-1.1093 1.92-2.7733 3.4347-4.992 4.544s-4.8853 1.664-8 1.664c-4.5227 0-8.2347-1.1733-11.136-3.52-2.9013-2.3893-4.5227-5.76-4.864-10.112h5.632c.2987 2.56 1.344 4.6507 3.136 6.272s4.1813 2.432 7.168 2.432 5.248-.768 6.784-2.304c1.5787-1.5787 2.368-3.6053 2.368-6.08 0-3.2-1.0667-5.504-3.2-6.912s-5.3547-2.112-9.664-2.112h-1.472v-4.864h1.536c3.9253-.0427 6.8907-.6827 8.896-1.92 2.0053-1.28 3.008-3.2427 3.008-5.888 0-2.2613-.7467-4.0747-2.24-5.44-1.4507-1.3653-3.5413-2.048-6.272-2.048-2.6453 0-4.7787.6827-6.4 2.048s-2.5813 3.2-2.88 5.504z\" fill=\"#3bb4e5\"><\/path><circle cx=\"50\" cy=\"50\" r=\"40\" stroke=\"#3bb4e5\" stroke-width=\"4\"><\/circle><\/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\tVision articulation\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-5ffd417d elementor-widget elementor-widget-text-editor\" data-id=\"5ffd417d\" 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=\"sc-dCZjNh gbfcBk\" data-testid=\"core-editor__entities__text__container\"><div class=\"sc-ekxNja sc-NfUAF sc-gcAtKA kTkmIP hecpuY bKIbNS\"><p>The discovery process produces a set of long-term goals. We then lead your organization\u2019s leadership through a collaborative workshop to turn these goals into a prioritized list for the CRM. This helps ensure that the new system aligns with your strategic objectives.<\/p><\/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-3d5db378 e-con-full e-flex e-con e-child\" data-id=\"3d5db378\" 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-728dd712 elementor-position-inline-start elementor-view-default elementor-mobile-position-block-start elementor-widget elementor-widget-icon-box\" data-id=\"728dd712\" 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 xmlns=\"http:\/\/www.w3.org\/2000\/svg\" fill=\"none\" height=\"100\" viewBox=\"0 0 100 100\" width=\"100\"><path d=\"m31.56 61.696v-4.416l22.464-31.104h6.976v30.464h6.4v5.056h-6.4v10.304h-5.76v-10.304zm23.936-29.44-17.216 24.384h17.216z\" fill=\"#3bb4e5\"><\/path><circle cx=\"50\" cy=\"50\" r=\"40\" stroke=\"#3bb4e5\" stroke-width=\"4\"><\/circle><\/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\tCRM evaluation and selection\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-274a3aa3 elementor-widget elementor-widget-text-editor\" data-id=\"274a3aa3\" 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=\"sc-dCZjNh gbfcBk\" data-testid=\"core-editor__entities__text__container\"><div class=\"sc-ekxNja sc-NfUAF sc-gcAtKA kTkmIP hecpuY bKIbNS\"><div class=\"sc-dCZjNh gbfcBk\" data-testid=\"core-editor__entities__text__container\"><div class=\"sc-ekxNja sc-NfUAF sc-gcAtKA kTkmIP hecpuY bKIbNS\"><p class=\"sc-kJzonb drKzlf\" data-testid=\"ripley-core__text-item__paragraph__component\" data-foleon-id=\"5e4a294f-cb29-4a43-aac0-8c801dbead76\">We consider and recommend CRM systems that best meet your needs as outlined in the previous steps. We often demo different CRMs for you and develop a shortlist of options that meet the requirements, providing expert analysis on how each option stacks up. We also show how the chosen CRM fits within your broader technology ecosystem and can build out a phased implementation and change management schedule.<\/p><\/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-3c71728b e-con-full e-flex e-con e-child\" data-id=\"3c71728b\" 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-6537e326 elementor-position-inline-start elementor-view-default elementor-mobile-position-block-start elementor-widget elementor-widget-icon-box\" data-id=\"6537e326\" 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 xmlns=\"http:\/\/www.w3.org\/2000\/svg\" fill=\"none\" height=\"100\" viewBox=\"0 0 100 100\" width=\"100\"><path d=\"m64.472 30.784h-22.464v14.592c.9813-1.3653 2.432-2.4747 4.352-3.328 1.92-.896 3.9893-1.344 6.208-1.344 3.5413 0 6.4213.7467 8.64 2.24 2.2187 1.4507 3.7973 3.3493 4.736 5.696.9813 2.304 1.472 4.7573 1.472 7.36 0 3.072-.576 5.824-1.728 8.256s-2.9227 4.352-5.312 5.76c-2.3467 1.408-5.2693 2.112-8.768 2.112-4.48 0-8.1067-1.152-10.88-3.456s-4.4587-5.376-5.056-9.216h5.696c.5547 2.432 1.728 4.3307 3.52 5.696s4.0533 2.048 6.784 2.048c3.3707 0 5.9093-1.0027 7.616-3.008 1.7067-2.048 2.56-4.736 2.56-8.064s-.8533-5.888-2.56-7.68c-1.7067-1.8347-4.224-2.752-7.552-2.752-2.2613 0-4.2453.5547-5.952 1.664-1.664 1.0667-2.88 2.5387-3.648 4.416h-5.504v-26.112h27.84z\" fill=\"#3bb4e5\"><\/path><circle cx=\"50\" cy=\"50\" r=\"40\" stroke=\"#3bb4e5\" stroke-width=\"4\"><\/circle><\/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\tImplementation and support\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-e86cc0b elementor-widget elementor-widget-text-editor\" data-id=\"e86cc0b\" 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=\"sc-dCZjNh gbfcBk\" data-testid=\"core-editor__entities__text__container\"><div class=\"sc-ekxNja sc-NfUAF sc-gcAtKA kTkmIP hecpuY bKIbNS\"><div class=\"sc-dCZjNh gbfcBk\" data-testid=\"core-editor__entities__text__container\"><div class=\"sc-ekxNja sc-NfUAF sc-gcAtKA kTkmIP hecpuY bKIbNS\"><p class=\"sc-kJzonb drKzlf\" data-testid=\"ripley-core__text-item__paragraph__component\" data-foleon-id=\"5e4a294f-cb29-4a43-aac0-8c801dbead76\">Once a CRM solution is selected, we partner with you to execute the implementation. This includes configuring the system, migrating data, training users, and providing ongoing support to ensure the system is used effectively and continues to meet your needs.<\/p><\/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-3f11f01 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"3f11f01\" 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-866a159 elementor-widget elementor-widget-image\" data-id=\"866a159\" 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 decoding=\"async\" src=\"https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/elementor\/thumbs\/guide-dogs-r5dvq89zpxxi0mr2mun2rbz3h7w7ejqssc6jkog4hc.jpg?strip=all&w=800\" title=\"guide-dogs\" alt=\"Guide Dogs for the Blind\" loading=\"lazy\" \/>\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\t\t<div class=\"elementor-element elementor-element-2f56d9a0 elementor-widget elementor-widget-heading\" data-id=\"2f56d9a0\" 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\">Case Study: Guide Dogs for the Blind<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-61d7f579 elementor-widget elementor-widget-text-editor\" data-id=\"61d7f579\" 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 class=\"sc-kJzonb hXYwdr\" data-testid=\"ripley-core__text-item__paragraph__component\" data-foleon-id=\"e62bcb92-9a2c-43a8-9cbe-4e1138edc382\">Heller Consulting has been a strategic partner for <a href=\"https:\/\/teamheller.com\/resources\/blog\/guide-dogs-for-the-blind-crm-roadmap-and-implementation-case-study\" data-wplink-edit=\"true\">Guide Dogs for the Blind<\/a> since 2016, leading the organization through various tech transformations to serve the needs of its fundraising, marketing, and programs teams. In 2023-2024, we unified 16 departments and their tools into a single CRM that manages everything from puppy welfare to donor management.<\/p><h4 class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"84d26762-4257-402f-88e7-d62bb00bea86-0-0\"><span style=\"color: #3cb4e5;\" data-offset-key=\"84d26762-4257-402f-88e7-d62bb00bea86-0-0\">Assessment of a complex ecosystem<\/span><\/h4><div class=\"rte-item rte-a5bf8e17-e034-4117-b3e2-4310f9673758\" data-block=\"true\" data-editor=\"9ccru\" data-offset-key=\"a5bf8e17-e034-4117-b3e2-4310f9673758-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"a5bf8e17-e034-4117-b3e2-4310f9673758-0-0\"><span data-offset-key=\"a5bf8e17-e034-4117-b3e2-4310f9673758-0-0\">We recommended and implemented Salesforce as the central CRM platform, integrating best-in-class tools sourced from third parties to meet capability gaps. The project followed a multi-phased approach, including:<\/span><\/div><div data-offset-key=\"a5bf8e17-e034-4117-b3e2-4310f9673758-0-0\">\u00a0<\/div><\/div><div class=\"rte-item rte-e6cf8a40-e459-43f4-afd8-9cd1eaae2fa8\" data-block=\"true\" data-editor=\"9ccru\" data-offset-key=\"e6cf8a40-e459-43f4-afd8-9cd1eaae2fa8-0-0\"><ul><li class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"e6cf8a40-e459-43f4-afd8-9cd1eaae2fa8-0-0\"><span data-offset-key=\"e6cf8a40-e459-43f4-afd8-9cd1eaae2fa8-0-0\">Discovery and business requirements gathering<\/span><\/li><li class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"e6cf8a40-e459-43f4-afd8-9cd1eaae2fa8-0-0\">Salesforce fit assessment<\/li><li class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"e6cf8a40-e459-43f4-afd8-9cd1eaae2fa8-0-0\">Solution selection recommendations (including Litmos LMS, Campaign Monitor email marketing, FormAssembly forms for data collection, Salesforce Communities for online portals)<\/li><li class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"e6cf8a40-e459-43f4-afd8-9cd1eaae2fa8-0-0\">Integration assessment and considerations<\/li><li class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"e6cf8a40-e459-43f4-afd8-9cd1eaae2fa8-0-0\">Business case development<\/li><li class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"e6cf8a40-e459-43f4-afd8-9cd1eaae2fa8-0-0\">CRM roadmap and implementation approach<\/li><\/ul><\/div><div class=\"rte-item rte-2961c104-de11-4d18-9188-f36eebb4ada4\" data-block=\"true\" data-editor=\"9ccru\" data-offset-key=\"2961c104-de11-4d18-9188-f36eebb4ada4-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"2961c104-de11-4d18-9188-f36eebb4ada4-0-0\"><span data-offset-key=\"2961c104-de11-4d18-9188-f36eebb4ada4-0-0\">\u00a0<\/span><\/div><\/div><h4 class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"2d770007-bf00-462d-ae12-276c2e2ad65a-0-0\"><span style=\"color: #3cb4e5;\">CRM implementation<\/span><\/h4><div class=\"rte-item rte-e5059fef-b6ab-4b64-b3c4-995445fdac11\" data-block=\"true\" data-editor=\"9ccru\" data-offset-key=\"e5059fef-b6ab-4b64-b3c4-995445fdac11-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"e5059fef-b6ab-4b64-b3c4-995445fdac11-0-0\"><span data-offset-key=\"e5059fef-b6ab-4b64-b3c4-995445fdac11-0-0\">The implementation spanned over two years, allowing for the appropriate amount of time to design, configure, test, and optimize each new system. This phased approach ensured that Guide Dogs for the Blind could adapt to the changes and fully leverage the new CRM capabilities.<\/span><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-3b116e25 e-con-full e-flex e-con e-child\" data-id=\"3b116e25\" 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-dda4fdf elementor-widget elementor-widget-text-editor\" data-id=\"dda4fdf\" 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=\"sc-dCZjNh gbfcBk\" data-testid=\"core-editor__entities__text__container\"><div class=\"sc-ekxNja sc-NfUAF sc-gcAtKA kTkmIP hecpuY bKIbNS\"><div class=\"sc-dCZjNh gbfcBk\" data-testid=\"core-editor__entities__text__container\"><div class=\"sc-ekxNja sc-NfUAF sc-gcAtKA kTkmIP hecpuY bKIbNS\"><h5 class=\"sc-kJzonb drKzlf\" data-testid=\"ripley-core__text-item__paragraph__component\" data-foleon-id=\"da025956-4f0f-46cb-8201-105a610686c8\">\u201cGuide Dogs for the Blind strives to be as accessible as possible and we appreciate the Heller teams\u2019 willingness to learn and adapt their materials and approach to be inclusive in their work with us and other clients.\u201d<\/h5><p>&#8211; Laura Peabody-Park, Information Technology Director, Guide Dogs for the Blind<\/p><\/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-3680f7ed elementor-widget elementor-widget-text-editor\" data-id=\"3680f7ed\" 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-b7594fcd-de4f-4502-bd96-a93b60b14195\" data-block=\"true\" data-editor=\"et49j\" data-offset-key=\"b7594fcd-de4f-4502-bd96-a93b60b14195-0-0\">\u00a0<\/div><h4 class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"e85f8149-9042-4300-a8cc-bff43ce5b3ed-0-0\"><span style=\"color: #3cb4e5;\">Result: Better animal care and smarter fundraising<\/span><\/h4><div class=\"rte-item rte-434e0eed-87ca-4057-8c82-b03cfc71328c\" data-block=\"true\" data-editor=\"et49j\" data-offset-key=\"434e0eed-87ca-4057-8c82-b03cfc71328c-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"434e0eed-87ca-4057-8c82-b03cfc71328c-0-0\"><span data-offset-key=\"f2583239-3106-487c-8590-f4fc758731f6-0-0\">The <\/span><span data-offset-key=\"f2583239-3106-487c-8590-f4fc758731f6-1-0\"><a href=\"https:\/\/teamheller.com\/resources\/blog\/guide-dogs-for-the-blind-crm-roadmap-and-implementation-case-study\">project<\/a> <\/span><span data-offset-key=\"f2583239-3106-487c-8590-f4fc758731f6-2-0\">successfully unified 16 departments, improving data management and operational efficiency. The new CRM system enabled Guide Dogs for the Blind to better manage donor relations, track puppy welfare, and streamline various processes across the organization.<\/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-44b577fb elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"44b577fb\" 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-465042ab elementor-widget elementor-widget-heading\" data-id=\"465042ab\" 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\">Key metrics for a donor-first CRM<\/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-c849a088-a495-4081-8bad-00d0500d9528\" data-block=\"true\" data-editor=\"7ggq1\" data-offset-key=\"c849a088-a495-4081-8bad-00d0500d9528-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"c849a088-a495-4081-8bad-00d0500d9528-0-0\"><span data-offset-key=\"c849a088-a495-4081-8bad-00d0500d9528-0-0\">Measuring your CRM&#8217;s performance is crucial for understanding its impact and ensuring continuous improvement. Here are some key metrics to consider:<\/span><\/div><\/div><div class=\"rte-item rte-e8373675-dda8-4a36-8b77-df31e3e6b496\" data-block=\"true\" data-editor=\"7ggq1\" data-offset-key=\"e8373675-dda8-4a36-8b77-df31e3e6b496-0-0\">\u00a0<\/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-0eb3d5e elementor-widget elementor-widget-n-accordion\" data-id=\"0eb3d5e\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;default_state&quot;:&quot;expanded&quot;,&quot;max_items_expended&quot;:&quot;one&quot;,&quot;n_accordion_animation_duration&quot;:{&quot;unit&quot;:&quot;ms&quot;,&quot;size&quot;:400,&quot;sizes&quot;:[]}}\" data-widget_type=\"nested-accordion.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"e-n-accordion\" aria-label=\"Accordion. Open links with Enter or Space, close with Escape, and navigate with Arrow Keys\">\n\t\t\t\t\t\t<details id=\"e-n-accordion-item-1540\" class=\"e-n-accordion-item\" open>\n\t\t\t\t<summary class=\"e-n-accordion-item-title\" data-accordion-index=\"1\" tabindex=\"0\" aria-expanded=\"true\" aria-controls=\"e-n-accordion-item-1540\" >\n\t\t\t\t\t<span class='e-n-accordion-item-title-header'><div class=\"e-n-accordion-item-title-text\"> User adoption rate <\/div><\/span>\n\t\t\t\t\t\t\t<span class='e-n-accordion-item-title-icon'>\n\t\t\t<span class='e-opened' ><svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-minus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h384c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span>\n\t\t\t<span class='e-closed'><svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-plus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H272V64c0-17.67-14.33-32-32-32h-32c-17.67 0-32 14.33-32 32v144H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h144v144c0 17.67 14.33 32 32 32h32c17.67 0 32-14.33 32-32V304h144c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-1540\" class=\"elementor-element elementor-element-fab225f e-con-full e-flex e-con e-child\" data-id=\"fab225f\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-5251e54 elementor-widget elementor-widget-text-editor\" data-id=\"5251e54\" 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>This metric measures how many users are actively using the CRM system. High adoption rates indicate that the system is user-friendly and meets the needs of the staff.<\/p>\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\t<\/details>\n\t\t\t\t\t\t<details id=\"e-n-accordion-item-1541\" class=\"e-n-accordion-item\" >\n\t\t\t\t<summary class=\"e-n-accordion-item-title\" data-accordion-index=\"2\" tabindex=\"-1\" aria-expanded=\"false\" aria-controls=\"e-n-accordion-item-1541\" >\n\t\t\t\t\t<span class='e-n-accordion-item-title-header'><div class=\"e-n-accordion-item-title-text\"> Data quality <\/div><\/span>\n\t\t\t\t\t\t\t<span class='e-n-accordion-item-title-icon'>\n\t\t\t<span class='e-opened' ><svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-minus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h384c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span>\n\t\t\t<span class='e-closed'><svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-plus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H272V64c0-17.67-14.33-32-32-32h-32c-17.67 0-32 14.33-32 32v144H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h144v144c0 17.67 14.33 32 32 32h32c17.67 0 32-14.33 32-32V304h144c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-1541\" class=\"elementor-element elementor-element-43fbe3d e-con-full e-flex e-con e-child\" data-id=\"43fbe3d\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-dcd93d9 elementor-widget elementor-widget-text-editor\" data-id=\"dcd93d9\" 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>Assessing the accuracy, completeness, and consistency of the data within the CRM is essential. High-quality data ensures reliable reporting and effective donor engagement.<\/p>\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\t<\/details>\n\t\t\t\t\t\t<details id=\"e-n-accordion-item-1542\" class=\"e-n-accordion-item\" >\n\t\t\t\t<summary class=\"e-n-accordion-item-title\" data-accordion-index=\"3\" tabindex=\"-1\" aria-expanded=\"false\" aria-controls=\"e-n-accordion-item-1542\" >\n\t\t\t\t\t<span class='e-n-accordion-item-title-header'><div class=\"e-n-accordion-item-title-text\"> Donor retention rate <\/div><\/span>\n\t\t\t\t\t\t\t<span class='e-n-accordion-item-title-icon'>\n\t\t\t<span class='e-opened' ><svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-minus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h384c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span>\n\t\t\t<span class='e-closed'><svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-plus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H272V64c0-17.67-14.33-32-32-32h-32c-17.67 0-32 14.33-32 32v144H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h144v144c0 17.67 14.33 32 32 32h32c17.67 0 32-14.33 32-32V304h144c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-1542\" class=\"elementor-element elementor-element-8391883 e-con-full e-flex e-con e-child\" data-id=\"8391883\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-214e08f elementor-widget elementor-widget-text-editor\" data-id=\"214e08f\" 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>This metric tracks the percentage of donors who continue to support the organization over time. A successful CRM should help improve donor retention by enabling personalized and consistent engagement.<\/p>\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\t<\/details>\n\t\t\t\t\t\t<details id=\"e-n-accordion-item-1543\" class=\"e-n-accordion-item\" >\n\t\t\t\t<summary class=\"e-n-accordion-item-title\" data-accordion-index=\"4\" tabindex=\"-1\" aria-expanded=\"false\" aria-controls=\"e-n-accordion-item-1543\" >\n\t\t\t\t\t<span class='e-n-accordion-item-title-header'><div class=\"e-n-accordion-item-title-text\"> Donation growth <\/div><\/span>\n\t\t\t\t\t\t\t<span class='e-n-accordion-item-title-icon'>\n\t\t\t<span class='e-opened' ><svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-minus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h384c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span>\n\t\t\t<span class='e-closed'><svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-plus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H272V64c0-17.67-14.33-32-32-32h-32c-17.67 0-32 14.33-32 32v144H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h144v144c0 17.67 14.33 32 32 32h32c17.67 0 32-14.33 32-32V304h144c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-1543\" class=\"elementor-element elementor-element-220ab30 e-flex e-con-boxed e-con e-child\" data-id=\"220ab30\" 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-cbc1899 elementor-widget elementor-widget-text-editor\" data-id=\"cbc1899\" 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>Monitoring the increase in donations over time can indicate the effectiveness of the CRM in enhancing donor relations and fundraising efforts.<\/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\t<\/details>\n\t\t\t\t\t\t<details id=\"e-n-accordion-item-1544\" class=\"e-n-accordion-item\" >\n\t\t\t\t<summary class=\"e-n-accordion-item-title\" data-accordion-index=\"5\" tabindex=\"-1\" aria-expanded=\"false\" aria-controls=\"e-n-accordion-item-1544\" >\n\t\t\t\t\t<span class='e-n-accordion-item-title-header'><div class=\"e-n-accordion-item-title-text\"> Campaign performance <\/div><\/span>\n\t\t\t\t\t\t\t<span class='e-n-accordion-item-title-icon'>\n\t\t\t<span class='e-opened' ><svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-minus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h384c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span>\n\t\t\t<span class='e-closed'><svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-plus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H272V64c0-17.67-14.33-32-32-32h-32c-17.67 0-32 14.33-32 32v144H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h144v144c0 17.67 14.33 32 32 32h32c17.67 0 32-14.33 32-32V304h144c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-1544\" class=\"elementor-element elementor-element-1f583fe e-flex e-con-boxed e-con e-child\" data-id=\"1f583fe\" 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-e502546 elementor-widget elementor-widget-text-editor\" data-id=\"e502546\" 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>Evaluating the success of fundraising campaigns, including metrics such as response rates, conversion rates, and average donation amounts, helps measure the CRM&#8217;s impact on campaign effectiveness.<\/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\t<\/details>\n\t\t\t\t\t\t<details id=\"e-n-accordion-item-1545\" class=\"e-n-accordion-item\" >\n\t\t\t\t<summary class=\"e-n-accordion-item-title\" data-accordion-index=\"6\" tabindex=\"-1\" aria-expanded=\"false\" aria-controls=\"e-n-accordion-item-1545\" >\n\t\t\t\t\t<span class='e-n-accordion-item-title-header'><div class=\"e-n-accordion-item-title-text\"> Engagement metrics <\/div><\/span>\n\t\t\t\t\t\t\t<span class='e-n-accordion-item-title-icon'>\n\t\t\t<span class='e-opened' ><svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-minus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h384c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span>\n\t\t\t<span class='e-closed'><svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-plus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H272V64c0-17.67-14.33-32-32-32h-32c-17.67 0-32 14.33-32 32v144H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h144v144c0 17.67 14.33 32 32 32h32c17.67 0 32-14.33 32-32V304h144c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-1545\" class=\"elementor-element elementor-element-4578437 e-flex e-con-boxed e-con e-child\" data-id=\"4578437\" 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-f6c1dea elementor-widget elementor-widget-text-editor\" data-id=\"f6c1dea\" 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>Tracking metrics such as email open rates, click-through rates, and event participation provides insights into how well the CRM supports modern communication strategies.<\/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\t<\/details>\n\t\t\t\t\t\t<details id=\"e-n-accordion-item-1546\" class=\"e-n-accordion-item\" >\n\t\t\t\t<summary class=\"e-n-accordion-item-title\" data-accordion-index=\"7\" tabindex=\"-1\" aria-expanded=\"false\" aria-controls=\"e-n-accordion-item-1546\" >\n\t\t\t\t\t<span class='e-n-accordion-item-title-header'><div class=\"e-n-accordion-item-title-text\"> Efficiency gains <\/div><\/span>\n\t\t\t\t\t\t\t<span class='e-n-accordion-item-title-icon'>\n\t\t\t<span class='e-opened' ><svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-minus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h384c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span>\n\t\t\t<span class='e-closed'><svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-plus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H272V64c0-17.67-14.33-32-32-32h-32c-17.67 0-32 14.33-32 32v144H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h144v144c0 17.67 14.33 32 32 32h32c17.67 0 32-14.33 32-32V304h144c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-1546\" class=\"elementor-element elementor-element-30537f0 e-flex e-con-boxed e-con e-child\" data-id=\"30537f0\" 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-ef1f345 elementor-widget elementor-widget-text-editor\" data-id=\"ef1f345\" 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-cb626c74-4d11-4013-8b17-0458b27629fa\" data-block=\"true\" data-editor=\"m4tk\" data-offset-key=\"cb626c74-4d11-4013-8b17-0458b27629fa-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"cb626c74-4d11-4013-8b17-0458b27629fa-0-0\"><span data-offset-key=\"cb626c74-4d11-4013-8b17-0458b27629fa-0-1\">Measuring the time saved and process improvements achieved through CRM automation and integration features can demonstrate the system&#8217;s impact on operational efficiency.<\/span><\/div><\/div>\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\t<\/details>\n\t\t\t\t\t\t<details id=\"e-n-accordion-item-1547\" class=\"e-n-accordion-item\" >\n\t\t\t\t<summary class=\"e-n-accordion-item-title\" data-accordion-index=\"8\" tabindex=\"-1\" aria-expanded=\"false\" aria-controls=\"e-n-accordion-item-1547\" >\n\t\t\t\t\t<span class='e-n-accordion-item-title-header'><div class=\"e-n-accordion-item-title-text\"> ROI <\/div><\/span>\n\t\t\t\t\t\t\t<span class='e-n-accordion-item-title-icon'>\n\t\t\t<span class='e-opened' ><svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-minus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h384c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span>\n\t\t\t<span class='e-closed'><svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-plus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H272V64c0-17.67-14.33-32-32-32h-32c-17.67 0-32 14.33-32 32v144H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h144v144c0 17.67 14.33 32 32 32h32c17.67 0 32-14.33 32-32V304h144c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-1547\" class=\"elementor-element elementor-element-192a3d8 e-flex e-con-boxed e-con e-child\" data-id=\"192a3d8\" 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-d7602a4 elementor-widget elementor-widget-text-editor\" data-id=\"d7602a4\" 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>Calculating the financial return on the CRM investment by comparing the costs of implementation and maintenance with the financial benefits gained, such as increased donations and reduced operational costs.<\/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\t<\/details>\n\t\t\t\t\t\t<details id=\"e-n-accordion-item-1548\" class=\"e-n-accordion-item\" >\n\t\t\t\t<summary class=\"e-n-accordion-item-title\" data-accordion-index=\"9\" tabindex=\"-1\" aria-expanded=\"false\" aria-controls=\"e-n-accordion-item-1548\" >\n\t\t\t\t\t<span class='e-n-accordion-item-title-header'><div class=\"e-n-accordion-item-title-text\"> User satisfaction <\/div><\/span>\n\t\t\t\t\t\t\t<span class='e-n-accordion-item-title-icon'>\n\t\t\t<span class='e-opened' ><svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-minus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h384c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span>\n\t\t\t<span class='e-closed'><svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-plus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H272V64c0-17.67-14.33-32-32-32h-32c-17.67 0-32 14.33-32 32v144H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h144v144c0 17.67 14.33 32 32 32h32c17.67 0 32-14.33 32-32V304h144c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-1548\" class=\"elementor-element elementor-element-cab0513 e-flex e-con-boxed e-con e-child\" data-id=\"cab0513\" 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-972995f elementor-widget elementor-widget-text-editor\" data-id=\"972995f\" 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>Gathering feedback from CRM users about their experience and satisfaction with the system can provide valuable insights into areas for improvement and overall system effectiveness.<\/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\t<\/details>\n\t\t\t\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-1f7fd04 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"1f7fd04\" 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-3de7de0 elementor-widget elementor-widget-heading\" data-id=\"3de7de0\" 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\">How you can stay ahead of the curve<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6b2b218 elementor-widget elementor-widget-text-editor\" data-id=\"6b2b218\" 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>Technology leaders play a pivotal role in ensuring their organizations leverage the latest advancements in CRM systems, as they evolve at breakneck speed. It\u2019s critical that CTOs and CIOs understand emerging technologies, have strategic foresight, and build a commitment to continuous learning.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-87f72f1 e-con-full e-flex e-con e-child\" data-id=\"87f72f1\" 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-9de1246 elementor-position-inline-start elementor-view-default elementor-mobile-position-block-start elementor-widget elementor-widget-icon-box\" data-id=\"9de1246\" 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 xmlns=\"http:\/\/www.w3.org\/2000\/svg\" fill=\"none\" height=\"100\" viewBox=\"0 0 100 100\" width=\"100\"><path d=\"m41.432 31.04v-5.312h12.032v46.272h-5.888v-40.96z\" fill=\"#3bb4e5\"><\/path><circle cx=\"50\" cy=\"50\" r=\"40\" stroke=\"#3bb4e5\" stroke-width=\"4\"><\/circle><\/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\tEmbrace AI and machine learning\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-3f56e64 elementor-widget elementor-widget-text-editor\" data-id=\"3f56e64\" 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-479cc276-095f-478e-a84d-9e964d506308\" data-block=\"true\" data-editor=\"7rkaf\" data-offset-key=\"479cc276-095f-478e-a84d-9e964d506308-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"479cc276-095f-478e-a84d-9e964d506308-0-0\"><span data-offset-key=\"479cc276-095f-478e-a84d-9e964d506308-0-0\">AI and ML are transforming CRM systems by enabling advanced data analysis and predictive capabilities. AI-powered CRMs can analyze constituent data to forecast future behaviors, recommend actions, and <\/span><a class=\"sc-jLpfQF bhABuz\" href=\"https:\/\/www.cio.com\/article\/1255983\/customer-relationship-management-crm-trends.html\"><span data-offset-key=\"479cc276-095f-478e-a84d-9e964d506308-1-0\">automate routine tasks<\/span><\/a><span data-offset-key=\"479cc276-095f-478e-a84d-9e964d506308-2-0\">.<\/span><\/div><div data-offset-key=\"479cc276-095f-478e-a84d-9e964d506308-0-0\">\u00a0<\/div><\/div><div class=\"rte-item rte-aa67dd58-f637-4fff-8ab1-2ed68430e651\" data-block=\"true\" data-editor=\"7rkaf\" data-offset-key=\"aa67dd58-f637-4fff-8ab1-2ed68430e651-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"aa67dd58-f637-4fff-8ab1-2ed68430e651-0-0\"><span data-offset-key=\"aa67dd58-f637-4fff-8ab1-2ed68430e651-0-0\">Key benefits include:<\/span><\/div><\/div><div class=\"rte-item rte-b53a1f88-0f55-4392-ab9f-184bbefb280f\" data-block=\"true\" data-editor=\"7rkaf\" data-offset-key=\"b53a1f88-0f55-4392-ab9f-184bbefb280f-0-0\"><ul><li class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"b53a1f88-0f55-4392-ab9f-184bbefb280f-0-0\"><span data-offset-key=\"b53a1f88-0f55-4392-ab9f-184bbefb280f-0-1\">Enhanced data analytics<\/span><span data-offset-key=\"b53a1f88-0f55-4392-ab9f-184bbefb280f-0-2\">: AI algorithms process vast amounts of data swiftly, identifying patterns and trends that human analysts might overlook.<\/span><\/li><li class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"b53a1f88-0f55-4392-ab9f-184bbefb280f-0-0\">Improved customer insights<span style=\"font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, 'Helvetica Neue', Arial, 'Noto Sans', sans-serif, 'Apple Color Emoji', 'Segoe UI Emoji', 'Segoe UI Symbol', 'Noto Color Emoji';\" data-offset-key=\"f2c8b5b9-bd57-440f-95e3-02a856b85b95-0-2\">: Machine learning models predict constituent preferences and behaviors, enabling proactive engagement.<\/span><\/li><li class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"b53a1f88-0f55-4392-ab9f-184bbefb280f-0-0\">Automate routine tasks<span style=\"font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, 'Helvetica Neue', Arial, 'Noto Sans', sans-serif, 'Apple Color Emoji', 'Segoe UI Emoji', 'Segoe UI Symbol', 'Noto Color Emoji';\" data-offset-key=\"a71a3e10-0b6d-4de3-adb0-763548ee7efc-0-2\">: AI-driven automation reduces the need for manual intervention, increasing efficiency and accuracy.<\/span><\/li><\/ul><\/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-82691d3 e-con-full e-flex e-con e-child\" data-id=\"82691d3\" 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-b3c89a8 elementor-position-inline-start elementor-view-default elementor-mobile-position-block-start elementor-widget elementor-widget-icon-box\" data-id=\"b3c89a8\" 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 xmlns=\"http:\/\/www.w3.org\/2000\/svg\" fill=\"none\" height=\"100\" viewBox=\"0 0 100 100\" width=\"100\"><path d=\"m35.264 67.328c5.4187-4.352 9.664-7.9147 12.736-10.688 3.072-2.816 5.6533-5.7387 7.744-8.768 2.1333-3.072 3.2-6.08 3.2-9.024 0-2.7733-.6827-4.9493-2.048-6.528-1.3227-1.6213-3.4773-2.432-6.464-2.432-2.9013 0-5.1627.9173-6.784 2.752-1.5787 1.792-2.432 4.2027-2.56 7.232h-5.632c.1707-4.7787 1.6213-8.4693 4.352-11.072s6.2507-3.904 10.56-3.904c4.3947 0 7.872 1.216 10.432 3.648 2.6027 2.432 3.904 5.7813 3.904 10.048 0 3.5413-1.0667 6.9973-3.2 10.368-2.0907 3.328-4.48 6.272-7.168 8.832-2.688 2.5173-6.1227 5.4613-10.304 8.832h22.016v4.864h-30.784z\" fill=\"#3bb4e5\"><\/path><circle cx=\"50\" cy=\"50\" r=\"40\" stroke=\"#3bb4e5\" stroke-width=\"4\"><\/circle><\/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\tLeverage generative AI\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-4fcd90f elementor-widget elementor-widget-text-editor\" data-id=\"4fcd90f\" 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-479cc276-095f-478e-a84d-9e964d506308\" data-block=\"true\" data-editor=\"7rkaf\" data-offset-key=\"479cc276-095f-478e-a84d-9e964d506308-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"479cc276-095f-478e-a84d-9e964d506308-0-0\">Gen-AI is automating content creation and enhancing donor interactions by automating mundane tasks, driving predictive analytics, and producing personalized and timely responses with less human energy needed.<\/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-2a27c6f e-con-full e-flex e-con e-child\" data-id=\"2a27c6f\" 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-b422976 elementor-position-inline-start elementor-view-default elementor-mobile-position-block-start elementor-widget elementor-widget-icon-box\" data-id=\"b422976\" 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 xmlns=\"http:\/\/www.w3.org\/2000\/svg\" fill=\"none\" height=\"100\" viewBox=\"0 0 100 100\" width=\"100\"><path d=\"m35.84 37.376c.2987-3.9253 1.8133-6.9973 4.544-9.216s6.272-3.328 10.624-3.328c2.9013 0 5.3973.5333 7.488 1.6 2.1333 1.024 3.7333 2.432 4.8 4.224 1.1093 1.792 1.664 3.8187 1.664 6.08 0 2.6453-.768 4.928-2.304 6.848-1.4933 1.92-3.456 3.1573-5.888 3.712v.32c2.7733.6827 4.9707 2.0267 6.592 4.032s2.432 4.6293 2.432 7.872c0 2.432-.5547 4.6293-1.664 6.592-1.1093 1.92-2.7733 3.4347-4.992 4.544s-4.8853 1.664-8 1.664c-4.5227 0-8.2347-1.1733-11.136-3.52-2.9013-2.3893-4.5227-5.76-4.864-10.112h5.632c.2987 2.56 1.344 4.6507 3.136 6.272s4.1813 2.432 7.168 2.432 5.248-.768 6.784-2.304c1.5787-1.5787 2.368-3.6053 2.368-6.08 0-3.2-1.0667-5.504-3.2-6.912s-5.3547-2.112-9.664-2.112h-1.472v-4.864h1.536c3.9253-.0427 6.8907-.6827 8.896-1.92 2.0053-1.28 3.008-3.2427 3.008-5.888 0-2.2613-.7467-4.0747-2.24-5.44-1.4507-1.3653-3.5413-2.048-6.272-2.048-2.6453 0-4.7787.6827-6.4 2.048s-2.5813 3.2-2.88 5.504z\" fill=\"#3bb4e5\"><\/path><circle cx=\"50\" cy=\"50\" r=\"40\" stroke=\"#3bb4e5\" stroke-width=\"4\"><\/circle><\/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\tFoster omnichannel communication\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-6357eff elementor-widget elementor-widget-text-editor\" data-id=\"6357eff\" 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-479cc276-095f-478e-a84d-9e964d506308\" data-block=\"true\" data-editor=\"7rkaf\" data-offset-key=\"479cc276-095f-478e-a84d-9e964d506308-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"479cc276-095f-478e-a84d-9e964d506308-0-0\"><span data-offset-key=\"c962505b-0435-44a1-9743-3d43b470f225-0-0\">Modern CRM systems must integrate multiple communication channels to provide a unified donor experience. Omnichannel communication ensures that constituents receive consistent and complementary messages\u2014which <\/span><a class=\"sc-jLpfQF bhABuz\" href=\"https:\/\/datumcode.com\/blog\/crm-trends-and-strategies\"><span data-offset-key=\"c962505b-0435-44a1-9743-3d43b470f225-1-0\">they are expecting faster than ever<\/span><\/a><span data-offset-key=\"c962505b-0435-44a1-9743-3d43b470f225-2-0\">.<\/span><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-806f180 e-con-full e-flex e-con e-child\" data-id=\"806f180\" 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-043349c elementor-position-inline-start elementor-view-default elementor-mobile-position-block-start elementor-widget elementor-widget-icon-box\" data-id=\"043349c\" 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 xmlns=\"http:\/\/www.w3.org\/2000\/svg\" fill=\"none\" height=\"100\" viewBox=\"0 0 100 100\" width=\"100\"><path d=\"m31.56 61.696v-4.416l22.464-31.104h6.976v30.464h6.4v5.056h-6.4v10.304h-5.76v-10.304zm23.936-29.44-17.216 24.384h17.216z\" fill=\"#3bb4e5\"><\/path><circle cx=\"50\" cy=\"50\" r=\"40\" stroke=\"#3bb4e5\" stroke-width=\"4\"><\/circle><\/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\tPrioritize data security and privacy\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-7a74b5f elementor-widget elementor-widget-text-editor\" data-id=\"7a74b5f\" 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-479cc276-095f-478e-a84d-9e964d506308\" data-block=\"true\" data-editor=\"7rkaf\" data-offset-key=\"479cc276-095f-478e-a84d-9e964d506308-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"479cc276-095f-478e-a84d-9e964d506308-0-0\">CTOs and CIOs must implement robust security measures to protect against data breaches and comply with regulations such as GDPR and CCPA. Consider the latest best practices in data encryption, access controls, and security audits.<\/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-561ef08 e-con-full e-flex e-con e-child\" data-id=\"561ef08\" 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-ac281c3 elementor-position-inline-start elementor-view-default elementor-mobile-position-block-start elementor-widget elementor-widget-icon-box\" data-id=\"ac281c3\" 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 xmlns=\"http:\/\/www.w3.org\/2000\/svg\" fill=\"none\" height=\"100\" viewBox=\"0 0 100 100\" width=\"100\"><path d=\"m64.472 30.784h-22.464v14.592c.9813-1.3653 2.432-2.4747 4.352-3.328 1.92-.896 3.9893-1.344 6.208-1.344 3.5413 0 6.4213.7467 8.64 2.24 2.2187 1.4507 3.7973 3.3493 4.736 5.696.9813 2.304 1.472 4.7573 1.472 7.36 0 3.072-.576 5.824-1.728 8.256s-2.9227 4.352-5.312 5.76c-2.3467 1.408-5.2693 2.112-8.768 2.112-4.48 0-8.1067-1.152-10.88-3.456s-4.4587-5.376-5.056-9.216h5.696c.5547 2.432 1.728 4.3307 3.52 5.696s4.0533 2.048 6.784 2.048c3.3707 0 5.9093-1.0027 7.616-3.008 1.7067-2.048 2.56-4.736 2.56-8.064s-.8533-5.888-2.56-7.68c-1.7067-1.8347-4.224-2.752-7.552-2.752-2.2613 0-4.2453.5547-5.952 1.664-1.664 1.0667-2.88 2.5387-3.648 4.416h-5.504v-26.112h27.84z\" fill=\"#3bb4e5\"><\/path><circle cx=\"50\" cy=\"50\" r=\"40\" stroke=\"#3bb4e5\" stroke-width=\"4\"><\/circle><\/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\tStay informed on emerging trends\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-5d98e14 elementor-widget elementor-widget-text-editor\" data-id=\"5d98e14\" 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-479cc276-095f-478e-a84d-9e964d506308\" data-block=\"true\" data-editor=\"7rkaf\" data-offset-key=\"479cc276-095f-478e-a84d-9e964d506308-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"479cc276-095f-478e-a84d-9e964d506308-0-0\">Technology leaders can keep up to date by attending conferences (both for the technology part of your job as well as the nonprofit side), subscribe to publications, and engage with technology experts\u2014like us!<\/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-c8d6fe8 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"c8d6fe8\" 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-27d2941 elementor-widget elementor-widget-heading\" data-id=\"27d2941\" 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\">Modern engagement starts here<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-56c2b99 elementor-widget elementor-widget-text-editor\" data-id=\"56c2b99\" 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>As donors increasingly demand more personalized, timely, and relevant journeys, your nonprofit\u2019s CRM becomes not just a tool but a key driver of innovation.<\/p><div class=\"rte-item rte-cc8e7d98-1c44-4372-b324-a748f0b75ecb\" data-block=\"true\" data-editor=\"4qvip\" data-offset-key=\"cc8e7d98-1c44-4372-b324-a748f0b75ecb-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"cc8e7d98-1c44-4372-b324-a748f0b75ecb-0-0\"><span data-offset-key=\"cc8e7d98-1c44-4372-b324-a748f0b75ecb-0-0\"><span style=\"color: #3cb4e5;\"><strong>Technology leaders are at the forefront of this evolution<\/strong><\/span>,<\/span><span data-offset-key=\"cc8e7d98-1c44-4372-b324-a748f0b75ecb-0-1\"> ensuring that your organizations remain agile and responsive to ever-changing donor expectations.<\/span><\/div><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"cc8e7d98-1c44-4372-b324-a748f0b75ecb-0-0\"><span data-offset-key=\"cc8e7d98-1c44-4372-b324-a748f0b75ecb-0-1\">\u00a0<\/span><\/div><\/div><div class=\"rte-item rte-77851714-9086-4d97-9588-866e4331f966\" data-block=\"true\" data-editor=\"4qvip\" data-offset-key=\"77851714-9086-4d97-9588-866e4331f966-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"77851714-9086-4d97-9588-866e4331f966-0-0\"><span data-offset-key=\"77851714-9086-4d97-9588-866e4331f966-0-0\">By embracing modern CRM capabilities, leveraging data analytics, and fostering a culture of continuous improvement, you can unlock new levels of donor engagement, operational efficiency, and organizational success. Together, we can navigate the complexities of technology adoption, overcome barriers, and create a future where your organization thrives and makes a lasting impact.<\/span><\/div><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"77851714-9086-4d97-9588-866e4331f966-0-0\"><span data-offset-key=\"77851714-9086-4d97-9588-866e4331f966-0-0\">\u00a0<\/span><\/div><\/div><div class=\"rte-item rte-67dec2b8-6703-4e8f-a893-c86cb6895f47\" data-block=\"true\" data-editor=\"4qvip\" data-offset-key=\"67dec2b8-6703-4e8f-a893-c86cb6895f47-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"67dec2b8-6703-4e8f-a893-c86cb6895f47-0-0\"><span data-offset-key=\"67dec2b8-6703-4e8f-a893-c86cb6895f47-0-0\">With three decades of experience dedicated to the nonprofit sector, Heller Consulting brings unparalleled expertise in CRM implementation and technology strategy. Our proven methodologies and deep understanding of nonprofit challenges ensure that your technology investments are not only effective but also aligned with your mission and goals.<\/span><\/div><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"67dec2b8-6703-4e8f-a893-c86cb6895f47-0-0\"><span data-offset-key=\"67dec2b8-6703-4e8f-a893-c86cb6895f47-0-0\">\u00a0<\/span><\/div><\/div><div class=\"rte-item rte-5bccad1f-1a05-412c-959f-6fd3f38ee3a2\" data-block=\"true\" data-editor=\"4qvip\" data-offset-key=\"5bccad1f-1a05-412c-959f-6fd3f38ee3a2-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"5bccad1f-1a05-412c-959f-6fd3f38ee3a2-0-0\"><span data-offset-key=\"5bccad1f-1a05-412c-959f-6fd3f38ee3a2-0-0\">Let Heller Consulting be your guide in this transformative journey, empowering you to lead with confidence and drive meaningful change. The future of donor engagement is here, and with the right partner, it is brighter than ever.<\/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\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-12e3081a e-con-full e-flex e-con e-parent\" data-id=\"12e3081a\" 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-2c6f62e5 e-con-full e-flex e-con e-child\" data-id=\"2c6f62e5\" 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-749a1090 e-con-full e-flex e-con e-child\" data-id=\"749a1090\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-1a35ffb elementor-invisible elementor-widget elementor-widget-heading\" data-id=\"1a35ffb\" 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\">Start your donor-centric CRM journey with Heller<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-eca1abd elementor-widget elementor-widget-text-editor\" data-id=\"eca1abd\" 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-e3688272-ac51-4016-a27b-96aa3c20c2c3\" data-block=\"true\" data-editor=\"17gte\" data-offset-key=\"e3688272-ac51-4016-a27b-96aa3c20c2c3-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"e3688272-ac51-4016-a27b-96aa3c20c2c3-0-0\"><span data-offset-key=\"e3688272-ac51-4016-a27b-96aa3c20c2c3-0-0\">As a nonprofit technology specialist since 1996, our team here at Heller Consulting has extensive experience and knowledge of CRM products for the sector. We can help you determine which products are right for your organization and help you implement and support the solutions.<\/span><\/div><div data-offset-key=\"e3688272-ac51-4016-a27b-96aa3c20c2c3-0-0\">\u00a0<\/div><\/div><div class=\"rte-item rte-6a672f4e-2ec6-43db-a952-00548e212ca6\" data-block=\"true\" data-editor=\"17gte\" data-offset-key=\"6a672f4e-2ec6-43db-a952-00548e212ca6-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"6a672f4e-2ec6-43db-a952-00548e212ca6-0-0\"><span data-offset-key=\"6a672f4e-2ec6-43db-a952-00548e212ca6-0-0\">We have deep expertise with nonprofit technology, such as products from Microsoft and Blackbaud, digital engagement platforms, data management tools, and more.<\/span><\/div><div data-offset-key=\"6a672f4e-2ec6-43db-a952-00548e212ca6-0-0\">\u00a0<\/div><\/div><div class=\"rte-item rte-10463d5e-e1df-44e6-9b66-590fe804a54e\" data-block=\"true\" data-editor=\"17gte\" data-offset-key=\"10463d5e-e1df-44e6-9b66-590fe804a54e-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"10463d5e-e1df-44e6-9b66-590fe804a54e-0-0\"><span data-offset-key=\"10463d5e-e1df-44e6-9b66-590fe804a54e-0-0\">We\u2019re uniquely positioned to help if you need a:<\/span><\/div><\/div><ul class=\"public-DraftStyleDefault-ul\" data-offset-key=\"dcd698ae-23e8-4f82-a90f-8f545bce4c2a-0-0\"><li class=\"rte-item rte-dcd698ae-23e8-4f82-a90f-8f545bce4c2a public-DraftStyleDefault-unorderedListItem public-DraftStyleDefault-reset public-DraftStyleDefault-depth0 public-DraftStyleDefault-listLTR\" data-block=\"true\" data-editor=\"17gte\" data-offset-key=\"dcd698ae-23e8-4f82-a90f-8f545bce4c2a-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"dcd698ae-23e8-4f82-a90f-8f545bce4c2a-0-0\"><span data-offset-key=\"dcd698ae-23e8-4f82-a90f-8f545bce4c2a-0-0\">Sounding board to talk about your technology approach<\/span><\/div><\/li><li class=\"rte-item rte-ea891693-94ff-49ee-9c04-5d19facb1693 public-DraftStyleDefault-unorderedListItem public-DraftStyleDefault-depth0 public-DraftStyleDefault-listLTR\" data-block=\"true\" data-editor=\"17gte\" data-offset-key=\"ea891693-94ff-49ee-9c04-5d19facb1693-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"ea891693-94ff-49ee-9c04-5d19facb1693-0-0\"><span data-offset-key=\"ea891693-94ff-49ee-9c04-5d19facb1693-0-0\">Comparative analysis or fit assessment to confirm your technology direction<\/span><\/div><\/li><li class=\"rte-item rte-3d3a09b6-ce16-48a6-a6dc-d70d604a5c4c public-DraftStyleDefault-unorderedListItem public-DraftStyleDefault-depth0 public-DraftStyleDefault-listLTR\" data-block=\"true\" data-editor=\"17gte\" data-offset-key=\"3d3a09b6-ce16-48a6-a6dc-d70d604a5c4c-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"3d3a09b6-ce16-48a6-a6dc-d70d604a5c4c-0-0\"><span data-offset-key=\"3d3a09b6-ce16-48a6-a6dc-d70d604a5c4c-0-0\">Full technology roadmap to take your nonprofit into the future<\/span><\/div><\/li><li class=\"rte-item rte-539d5db8-fb74-4c13-946c-78ec97732fec public-DraftStyleDefault-unorderedListItem public-DraftStyleDefault-depth0 public-DraftStyleDefault-listLTR\" data-block=\"true\" data-editor=\"17gte\" data-offset-key=\"539d5db8-fb74-4c13-946c-78ec97732fec-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"539d5db8-fb74-4c13-946c-78ec97732fec-0-0\"><span data-offset-key=\"539d5db8-fb74-4c13-946c-78ec97732fec-0-0\">Partner to help with the technology implementation and support<\/span><\/div><\/li><\/ul><div class=\"rte-item rte-bb6c4e18-6fc9-4a13-9109-60eae89ce87d\" data-block=\"true\" data-editor=\"17gte\" data-offset-key=\"bb6c4e18-6fc9-4a13-9109-60eae89ce87d-0-0\"><div data-offset-key=\"bb6c4e18-6fc9-4a13-9109-60eae89ce87d-0-0\">\u00a0<\/div><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"bb6c4e18-6fc9-4a13-9109-60eae89ce87d-0-0\"><span data-offset-key=\"bb6c4e18-6fc9-4a13-9109-60eae89ce87d-0-0\">For nearly three decades, Heller Consulting has focused on helping organizations to plan and implement technology strategies. With thousands of projects and engagements under our belts, our team of experienced technology experts helps nonprofit organizations and education institutions advance their missions and meet their business objectives.<\/span><\/div><div data-offset-key=\"bb6c4e18-6fc9-4a13-9109-60eae89ce87d-0-0\">\u00a0<\/div><\/div><div class=\"rte-item rte-8b0a4d5c-c22c-4415-954b-ec2afa71f0ca\" data-block=\"true\" data-editor=\"17gte\" data-offset-key=\"8b0a4d5c-c22c-4415-954b-ec2afa71f0ca-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"8b0a4d5c-c22c-4415-954b-ec2afa71f0ca-0-0\"><span data-offset-key=\"8b0a4d5c-c22c-4415-954b-ec2afa71f0ca-0-0\">No matter where our clients are in their journey, we help them make the most of technology.<\/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-1efb8a5 elementor-widget elementor-widget-button\" data-id=\"1efb8a5\" 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=\"https:\/\/teamheller.com\/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>Reimagining Engagement How the Right CRM Transforms Donor Relations Table of Contents &nbsp; Introduction Effective donor relations are crucial for nonprofits to build lasting relationships, increase donor retention, and drive fundraising success. A well-implemented CRM system can streamline donor management, enhance communication, and provide valuable insights to optimize engagement strategies. This guide explores how CRMs [&hellip;]<\/p>\n","protected":false},"author":39,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"elementor_header_footer","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[508],"tags":[],"ppma_author":[474],"class_list":["post-19458","post","type-post","status-publish","format-standard","hentry","category-guide-content"],"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>Reimagining Engagement - Heller Consulting<\/title>\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\/guides\/reimagining-engagement\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Reimagining Engagement\" \/>\n<meta property=\"og:description\" content=\"Reimagining Engagement How the Right CRM Transforms Donor Relations Table of Contents &nbsp; Introduction Effective donor relations are crucial for\" \/>\n<meta property=\"og:url\" content=\"https:\/\/teamheller.com\/resources\/guides\/reimagining-engagement\" \/>\n<meta property=\"og:site_name\" content=\"Heller Consulting\" \/>\n<meta property=\"article:published_time\" content=\"2025-02-01T18:25:01+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-11-19T19:27:08+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/teamheller.com\/wp-content\/uploads\/elementor\/thumbs\/guide-dogs-r5dvq89zpxxi0mr2mun2rbz3h7w7ejqssc6jkog4hc.jpg\" \/>\n<meta name=\"author\" content=\"Lyndal Cairns\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Lyndal Cairns\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"14 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/teamheller.com\\\/resources\\\/guides\\\/reimagining-engagement#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/teamheller.com\\\/resources\\\/guides\\\/reimagining-engagement\"},\"author\":{\"name\":\"Lyndal Cairns\",\"@id\":\"https:\\\/\\\/teamheller.com\\\/#\\\/schema\\\/person\\\/e6b5d444364c0488420ee4c358014b9b\"},\"headline\":\"Reimagining Engagement\",\"datePublished\":\"2025-02-01T18:25:01+00:00\",\"dateModified\":\"2025-11-19T19:27:08+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/teamheller.com\\\/resources\\\/guides\\\/reimagining-engagement\"},\"wordCount\":3061,\"publisher\":{\"@id\":\"https:\\\/\\\/teamheller.com\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/teamheller.com\\\/resources\\\/guides\\\/reimagining-engagement#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/teamheller.com\\\/wp-content\\\/uploads\\\/elementor\\\/thumbs\\\/guide-dogs-r5dvq89zpxxi0mr2mun2rbz3h7w7ejqssc6jkog4hc.jpg\",\"articleSection\":[\"Guide Content\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/teamheller.com\\\/resources\\\/guides\\\/reimagining-engagement\",\"url\":\"https:\\\/\\\/teamheller.com\\\/resources\\\/guides\\\/reimagining-engagement\",\"name\":\"Reimagining Engagement - 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