{"id":19798,"date":"2022-10-31T18:08:42","date_gmt":"2022-10-31T18:08:42","guid":{"rendered":"https:\/\/teamheller.com\/?p=19798"},"modified":"2025-08-27T18:43:49","modified_gmt":"2025-08-27T18:43:49","slug":"the-nonprofits-guide-to-making-strategic-digital-tech-decisions","status":"publish","type":"post","link":"https:\/\/teamheller.com\/resources\/guides\/nonprofit-tech-decisions","title":{"rendered":"The Nonprofit\u2019s Guide to Making Strategic Digital Tech Decisions"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"19798\" class=\"elementor elementor-19798\" data-elementor-post-type=\"post\">\n\t\t\t\t<div class=\"elementor-element elementor-element-707acc8e e-con-full e-flex e-con e-parent\" data-id=\"707acc8e\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t<div class=\"elementor-element elementor-element-23980d40 e-con-full e-flex elementor-invisible e-con e-child\" data-id=\"23980d40\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;animation&quot;:&quot;slideInLeft&quot;}\">\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-7e5c7b8c e-con-full e-flex elementor-invisible e-con e-child\" data-id=\"7e5c7b8c\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;motion_fx_motion_fx_scrolling&quot;:&quot;yes&quot;,&quot;motion_fx_translateY_effect&quot;:&quot;yes&quot;,&quot;motion_fx_translateY_direction&quot;:&quot;negative&quot;,&quot;motion_fx_translateY_speed&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:1,&quot;sizes&quot;:[]},&quot;animation&quot;:&quot;slideInRight&quot;,&quot;motion_fx_translateY_affectedRange&quot;:{&quot;unit&quot;:&quot;%&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:{&quot;start&quot;:0,&quot;end&quot;:100}},&quot;motion_fx_devices&quot;:[&quot;desktop&quot;,&quot;tablet&quot;,&quot;mobile&quot;]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-7ef53f3a elementor-invisible elementor-widget elementor-widget-heading\" data-id=\"7ef53f3a\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;}\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">The Nonprofit\u2019s Guide to Making Strategic Digital Tech Decisions<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-cc75047 elementor-widget elementor-widget-heading\" data-id=\"cc75047\" 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<p class=\"elementor-heading-title elementor-size-default\">A guide for marketers<\/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-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\">Technology trends on the minds of marketers<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-743e871 elementor-widget elementor-widget-text-editor\" data-id=\"743e871\" 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-790b7025-9056-486b-a4fa-720e6b3504cc\" data-block=\"true\" data-editor=\"2steh\" data-offset-key=\"790b7025-9056-486b-a4fa-720e6b3504cc-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"790b7025-9056-486b-a4fa-720e6b3504cc-0-0\"><p>Today\u2019s marketers at nonprofit organizations are under a lot of pressure. Their role has changed dramatically. Marketers are expected to deliver exceptional and personalized experiences. They have taken the reins of complex data segmentations. They are on the front lines of data privacy and compliance. Fundraisers turn to marketing colleagues to help them measure and attribute the impact of marketing activities on dollars raised.<\/p><p>Of course, technology is behind everything we do today. Almost every aspect of marketing is now digital and to keep pace, nonprofit marketers are making more strategic choices about technology.<\/p><p>In this guide we outline key trends impacting the way nonprofits are thinking about technology needs, key data considerations, and how to address the evolving role of a nonprofit marketer. We will make the case for starting marketing technology decisions with a strategy. Starting with business objectives and creating a blueprint will allow you to thoughtfully build out your tech stack.<\/p><\/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-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\tThe Next Big Thing: Customer Data Platforms\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-12143bcd elementor-widget elementor-widget-text-editor\" data-id=\"12143bcd\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"rte-item rte-fb94baad-955e-4bf5-804c-dfd673b39b17\" data-block=\"true\" data-editor=\"9nf25\" data-offset-key=\"fb94baad-955e-4bf5-804c-dfd673b39b17-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"fb94baad-955e-4bf5-804c-dfd673b39b17-0-0\"><div class=\"rte-item rte-e63a791c-af9d-44b2-8d95-3f2d68d4a8b4\" data-block=\"true\" data-editor=\"30r6p\" data-offset-key=\"e63a791c-af9d-44b2-8d95-3f2d68d4a8b4-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"e63a791c-af9d-44b2-8d95-3f2d68d4a8b4-0-0\"><p class=\"sc-cVksOY cqxaSy\" data-testid=\"ripley-core__text-item__paragraph__component\" data-foleon-id=\"ba217a25-c17a-404e-957d-29c67172c662\">There are different approaches to building out organizational technology, from single applications that solve specific needs to best-of-breed ecosystems connected through a powerful foundational layer with ever-growing libraries of applications and programs that are built to integrate.<\/p><p class=\"sc-cVksOY cqxaSy\" data-testid=\"ripley-core__text-item__paragraph__component\" data-foleon-id=\"eed582cf-444b-437a-a185-689f488d63fd\">Decisions about the digital tools that will fold into your overall tech stack are critical. Every interaction shapes how people relate to your organization\u2019s brand. While they do not see the systems behind the scenes that deploy the email or post to social media, it is up to you to ensure a smooth and seamless experience. Having a strategy that guides your tech stack and implementing your digital tools so that they play nicely with your organization\u2019s existing technologies will help you achieve this. Our advice is to carefully consider upfront how the different technologies will connect to exchange information.<\/p><p class=\"sc-cVksOY cqxaSy\" data-testid=\"ripley-core__text-item__paragraph__component\" data-foleon-id=\"ddc100f9-a15a-4f39-97b2-6904c56547dc\">Here are some commonly used functionalities in the nonprofit technology space that would influence digital tool decisions:<\/p><ul><li class=\"sc-cVksOY joviIh\" data-testid=\"ripley-core__text-item__unordered-list-item__component\" data-foleon-id=\"c100f9a1-5a8f-4997-b269-04c56547dc96\">A foundational platform layer that allows organizations to connect a variety of functional areas through pre-built applications, API connections, and custom configurations. For example, Salesforce has a robust AppExchange full of applications that integrate with the Salesforce platform. Microsoft has the Nonprofit Common Data Model that allows tools built for nonprofits to better interact with one another.<\/li><li class=\"sc-cVksOY joviIh\" data-testid=\"ripley-core__text-item__unordered-list-item__component\" data-foleon-id=\"00f9a15a-8f39-47b2-a904-c56547dc967d\">Fundraising tools that allow nonprofits to process contributions using a variety of payment types (credit cards, PayPal, ApplePay, and others) and handle necessary receipting.<\/li><li class=\"sc-cVksOY joviIh\" data-testid=\"ripley-core__text-item__unordered-list-item__component\" data-foleon-id=\"f9a15a8f-3997-4269-84c5-6547dc967db1\">Email marketing tools capable of supporting conditional content and segmentation.<\/li><li class=\"sc-cVksOY joviIh\" data-testid=\"ripley-core__text-item__unordered-list-item__component\" data-foleon-id=\"a15a8f39-97b2-4904-8565-47dc967db150\">Nimble marketing automation tools to create cross-functional journeys to nurture constituents across channels.<\/li><li class=\"sc-cVksOY joviIh\" data-testid=\"ripley-core__text-item__unordered-list-item__component\" data-foleon-id=\"5a8f3997-b269-44c5-a547-dc967db1502b\">Peer-to-peer tools that allow participants to set up and manage their fundraising efforts around fundraising events like walks and DIY fundraisers.<\/li><li class=\"sc-cVksOY joviIh\" data-testid=\"ripley-core__text-item__unordered-list-item__component\" data-foleon-id=\"8f3997b2-6904-4565-87dc-967db1502b3b\">Volunteer management technologies that connect volunteers to relevant opportunities.<\/li><li class=\"sc-cVksOY joviIh\" data-testid=\"ripley-core__text-item__unordered-list-item__component\" data-foleon-id=\"3997b269-04c5-4547-9c96-7db1502b3b79\">Online communities or portals where users can interact in meaningful ways with the organization and each other.<\/li><li class=\"sc-cVksOY joviIh\" data-testid=\"ripley-core__text-item__unordered-list-item__component\" data-foleon-id=\"97b26904-c565-47dc-967d-b1502b3b7961\">A variety of tools that help organizations bring information together for different purposes: data storage and management, reporting, dashboards, analytics, business intelligence, and much more.<\/li><\/ul><\/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-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\tGrowing Trend: Online Communities and Portals\n\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-18688d8f elementor-widget elementor-widget-text-editor\" data-id=\"18688d8f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"1f456e0e-1e82-406b-9ff4-f16570485360-0-0\"><p class=\"sc-cVksOY cqxaSy\" data-testid=\"ripley-core__text-item__paragraph__component\" data-foleon-id=\"e0d35b1d-4895-43f9-bf36-aa4b2cfd67ce\">Interest in online communities is growing and nonprofits are beginning to view online communities and portals as an essential part of how they do business to help them deliver services, connect with volunteers, build communities, and conduct donor prospecting.<\/p><p class=\"sc-cVksOY cqxaSy\" data-testid=\"ripley-core__text-item__paragraph__component\" data-foleon-id=\"8ac3f63b-8268-40ce-b6c2-40897bc3a5be\">An online community or portal that is part of or connected to your customer relationship management (CRM) system offers the benefit of being able to expose some of the data to your constituents to allow them to securely manage their donations information, sign up for relevant volunteer opportunities, and more. In a community, it\u2019s also common for supporters to interact with each other and your organization. An example here might be a community of leadership volunteers who are planning and executing a large event so that they can collaborate on marketing collateral and event logistics. In the higher education space, an example is communities connecting alumni with college classmates.<\/p><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-2777fd44 e-con-full e-flex e-con e-child\" data-id=\"2777fd44\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-17887db0 elementor-position-inline-start elementor-view-default elementor-mobile-position-block-start elementor-widget elementor-widget-icon-box\" data-id=\"17887db0\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-box.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-box-wrapper\">\n\n\t\t\t\t\t\t<div class=\"elementor-icon-box-icon\">\n\t\t\t\t<span  class=\"elementor-icon\">\n\t\t\t\t<svg aria-hidden=\"true\" class=\"e-font-icon-svg e-far-arrow-alt-circle-right\" viewBox=\"0 0 512 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M504 256C504 119 393 8 256 8S8 119 8 256s111 248 248 248 248-111 248-248zm-448 0c0-110.5 89.5-200 200-200s200 89.5 200 200-89.5 200-200 200S56 366.5 56 256zm72 20v-40c0-6.6 5.4-12 12-12h116v-67c0-10.7 12.9-16 20.5-8.5l99 99c4.7 4.7 4.7 12.3 0 17l-99 99c-7.6 7.6-20.5 2.2-20.5-8.5v-67H140c-6.6 0-12-5.4-12-12z\"><\/path><\/svg>\t\t\t\t<\/span>\n\t\t\t<\/div>\n\t\t\t\n\t\t\t\t\t\t<div class=\"elementor-icon-box-content\">\n\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t<p class=\"elementor-icon-box-description\">\n\t\t\t\t\t\tJourneys: Are you maximizing the value of marketing automation?\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>Marketing automation opens up incredible possibilities for nonprofits to meet many objectives across organizational functions to engage stakeholders in a variety of ways. Nonprofits are starting to recognize opportunities and putting powerful systems in place to support automations, but too often these digital tools are woefully underutilized. To maximize the value from your marketing automation technology system, it is important to have a sound technology strategy, a coordinated system design, and strong data integrations between the systems so that you can deploy relevant communications reflective of your donors\u2019 past engagement or giving history.<\/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<div class=\"elementor-element elementor-element-e01b596 elementor-align-center elementor-widget elementor-widget-button\" data-id=\"e01b596\" 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:\/\/info.teamheller.com\/l\/734413\/2025-08-27\/49vfsh\/734413\/1756318803Rrtfjasm\/Heller_Consulting_Nonprofit_Guide_to_Strategic_Digital_Tech_Decisions.pdf\">\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\">DOWNLOAD THIS GUIDE<\/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 class=\"elementor-element elementor-element-55375d62 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"55375d62\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-69f87165 elementor-widget elementor-widget-heading\" data-id=\"69f87165\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">It's all about data<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-555857b8 e-con-full e-flex e-con e-child\" data-id=\"555857b8\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-44b2d65f elementor-position-inline-start elementor-view-default elementor-mobile-position-block-start elementor-widget elementor-widget-icon-box\" data-id=\"44b2d65f\" 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\tData management is complex. Do you have a plan?\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-186892a7 elementor-widget elementor-widget-text-editor\" data-id=\"186892a7\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"rte-item rte-08798526-a0df-442c-a113-3ef588167e43\" data-block=\"true\" data-editor=\"8p1hh\" data-offset-key=\"08798526-a0df-442c-a113-3ef588167e43-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"08798526-a0df-442c-a113-3ef588167e43-0-0\"><p class=\"sc-cVksOY hqlQlg\" data-testid=\"ripley-core__text-item__paragraph__component\" data-foleon-id=\"ebb75a0c-7fc1-44c8-9c15-7d09974014e7\">Data informs our communications and engagement strategies making touchpoints more relevant and effective through thoughtful segmentation. Data points allow us to measure and attribute impact of marketing activities and mission delivery so that we can make better decisions.<\/p><p class=\"sc-cVksOY hqlQlg\" data-testid=\"ripley-core__text-item__paragraph__component\" data-foleon-id=\"0c7fc114-c89c-457d-8997-4014e7df80e2\">Data management is complex. Is your data secure? Do you have privacy safeguards in place? Is your data accurate and complete? In laying out the groundwork for your technology ecosystem, consider how you are connecting data across different systems.<\/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-18d5ac4 e-con-full e-flex e-con e-child\" data-id=\"18d5ac4\" 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-6cc6c4b elementor-position-inline-start elementor-view-default elementor-mobile-position-block-start elementor-widget elementor-widget-icon-box\" data-id=\"6cc6c4b\" 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\tCreating Exceptional Audience Experiences\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-f9af9d1 elementor-widget elementor-widget-text-editor\" data-id=\"f9af9d1\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"b84cfea6-09e8-45df-a998-1a119bd8be81-0-0\"><div class=\"rte-item rte-84603a69-f49a-470e-ab54-b47c80ee9043\" data-block=\"true\" data-editor=\"cj6c5\" data-offset-key=\"84603a69-f49a-470e-ab54-b47c80ee9043-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"84603a69-f49a-470e-ab54-b47c80ee9043-0-0\"><div class=\"rte-item rte-aa57f350-6b2f-45ae-9815-12d833155303\" data-block=\"true\" data-editor=\"4cng6\" data-offset-key=\"aa57f350-6b2f-45ae-9815-12d833155303-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"aa57f350-6b2f-45ae-9815-12d833155303-0-0\">Reliable trustworthy data and relevant information about your supporters are prerequisites to accurate personalization and effective segmentation. Today, people expect marketers to understand who they are and even to anticipate their needs. Nonprofit organizations, too, are getting more sophisticated to deliver exceptional experiences. Is your organization keeping pace? Are your communications resonating with your audiences?<\/div><div data-offset-key=\"aa57f350-6b2f-45ae-9815-12d833155303-0-0\">\u00a0<\/div><\/div><\/div><div data-offset-key=\"aa57f350-6b2f-45ae-9815-12d833155303-0-0\"><p class=\"sc-cVksOY keluKE\" data-testid=\"ripley-core__text-item__header-four__component\" data-foleon-id=\"2e86426c-270b-4b9c-bf04-42d1242aa061\">Here are just a few reminders to help you approach interactions in a thoughtful way:<\/p><ul><li class=\"sc-cVksOY joviIh\" data-testid=\"ripley-core__text-item__unordered-list-item__component\" data-foleon-id=\"2308f16a-74c5-496d-802c-329a4d8c310d\">Establish key objectives &#8211; what are you trying to achieve and what data points are salient?<\/li><li class=\"sc-cVksOY joviIh\" data-testid=\"ripley-core__text-item__unordered-list-item__component\" data-foleon-id=\"329a4d8c-310d-4369-8aa4-cccd6e85a242\">Bad and inaccurate data can be costly to your credibility, jeopardizing important relationships. How are you ensuring the integrity of your information? Here are a few ways you can protect and improve the quality of your data: establish data standards and business processes, tap address completion and verification services, form validation, and design fields to minimize input errors.<\/li><li class=\"sc-cVksOY joviIh\" data-testid=\"ripley-core__text-item__unordered-list-item__component\" data-foleon-id=\"08f16a74-c579-4d00-ac32-9a4d8c310d73\">Solution coordination is vital to ensure you have a complete view of your audiences.<\/li><li class=\"sc-cVksOY joviIh\" data-testid=\"ripley-core__text-item__unordered-list-item__component\" data-foleon-id=\"f16a74c5-796d-402c-b29a-4d8c310d7369\">Sharing data across departments can help you find ways to deepen supporter relationships. Donors are often great advocates, while volunteers and advocates are likely fundraising prospects.<\/li><li class=\"sc-cVksOY joviIh\" data-testid=\"ripley-core__text-item__unordered-list-item__component\" data-foleon-id=\"6a74c579-6d00-4c32-9a4d-8c310d7369ca\">Finally, don\u2019t overcomplicate your segmentation. It is easy to create a multitude of microsegments, creating unnecessary and unwieldy complexity. We recommend identifying the most meaningful variables.<\/li><\/ul><\/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-ec947da e-con-full e-flex e-con e-child\" data-id=\"ec947da\" 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-824cd4d elementor-position-inline-start elementor-view-default elementor-mobile-position-block-start elementor-widget elementor-widget-icon-box\" data-id=\"824cd4d\" 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\tLeveraging Social Media Data to Improve Constituent Interactions\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-fd44372 elementor-widget elementor-widget-text-editor\" data-id=\"fd44372\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"b84cfea6-09e8-45df-a998-1a119bd8be81-0-0\"><div class=\"rte-item rte-84603a69-f49a-470e-ab54-b47c80ee9043\" data-block=\"true\" data-editor=\"cj6c5\" data-offset-key=\"84603a69-f49a-470e-ab54-b47c80ee9043-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"84603a69-f49a-470e-ab54-b47c80ee9043-0-0\"><div class=\"rte-item rte-aa57f350-6b2f-45ae-9815-12d833155303\" data-block=\"true\" data-editor=\"4cng6\" data-offset-key=\"aa57f350-6b2f-45ae-9815-12d833155303-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"aa57f350-6b2f-45ae-9815-12d833155303-0-0\"><div class=\"rte-item rte-bd4eff2e-cf5b-44c8-9189-aad3cdb811bf\" data-block=\"true\" data-editor=\"4llt3\" data-offset-key=\"bd4eff2e-cf5b-44c8-9189-aad3cdb811bf-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"bd4eff2e-cf5b-44c8-9189-aad3cdb811bf-0-0\"><p class=\"sc-cVksOY hqlQlg\" data-testid=\"ripley-core__text-item__paragraph__component\" data-foleon-id=\"5b55a406-fd88-4701-91b9-9ff4a572ab27\">Social media is a treasure trove of information about constituents. It can provide a window into what your audience cares about and who they know. Folding this data into your CRM can help you supplement your existing data and use your data more effectively.<\/p><p class=\"sc-cVksOY hqlQlg\" data-testid=\"ripley-core__text-item__paragraph__component\" data-foleon-id=\"a406fd88-3701-41b9-9ff4-a572ab27656c\">Integrating social media requires effort, the right technologies, and clear governance around privacy, but it may be well worth it. This information shared by individuals themselves can give you deep insights that lead to bigger fundraising, marketing, and program delivery success.<\/p><\/div><\/div><\/div><\/div><\/div><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-0791b20 e-con-full e-flex e-con e-child\" data-id=\"0791b20\" 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-a225e90 elementor-position-inline-start elementor-view-default elementor-mobile-position-block-start elementor-widget elementor-widget-icon-box\" data-id=\"a225e90\" 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\tA world without cookies\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-a4c5700 elementor-widget elementor-widget-text-editor\" data-id=\"a4c5700\" 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-c4a5778e-c33a-476b-b0e2-25c7b8354bcd\" data-block=\"true\" data-editor=\"152n7\" data-offset-key=\"c4a5778e-c33a-476b-b0e2-25c7b8354bcd-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"c4a5778e-c33a-476b-b0e2-25c7b8354bcd-0-0\"><p class=\"sc-cVksOY hqlQlg\" data-testid=\"ripley-core__text-item__paragraph__component\" data-foleon-id=\"f4a572ab-2765-4c80-a94f-50715e6949ac\">With changes coming from companies like Apple, customer privacy features are having huge impacts on nonprofit marketing campaigns and reporting metrics. It\u2019s now critical to rely upon first-party data instead of third-party data. Having a sophisticated CRM in place to manage your first-party data (like Salesforce or Microsoft Dynamics) will future-proof your technology investments as you continue to evolve to meet privacy requirements.<\/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\t\t<div class=\"elementor-element elementor-element-3107b8e elementor-align-center elementor-widget elementor-widget-button\" data-id=\"3107b8e\" 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\/podcast\/the-pros-and-cons-of-a-rfp-for-your-nonprofit-tech-selection\">\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\">Hear more from our experts<\/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 class=\"elementor-element elementor-element-4f861766 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"4f861766\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7b8feb5 elementor-widget elementor-widget-heading\" data-id=\"7b8feb5\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Putting Your Data to Work: Measurement &amp; Evaluation<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6d2df78 elementor-widget elementor-widget-text-editor\" data-id=\"6d2df78\" 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-34d493ed-302c-4d5e-b53d-2b34fe03d115\" data-block=\"true\" data-editor=\"51s42\" data-offset-key=\"34d493ed-302c-4d5e-b53d-2b34fe03d115-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"34d493ed-302c-4d5e-b53d-2b34fe03d115-0-0\"><p class=\"sc-cVksOY PXuEZ\" data-testid=\"ripley-core__text-item__header-four__component\" data-foleon-id=\"5ecab26d-0c3b-4971-930c-4add8032f075\">To make data-driven decisions, your organization\u2019s data must be accessible and answer your strategic questions. Through reports, dashboards, and by combining data you can make better decisions, optimize user experience, deepen engagement, and evaluate mission impact.<\/p><\/div><p class=\"sc-cVksOY cqxaSy\" data-testid=\"ripley-core__text-item__paragraph__component\" data-foleon-id=\"d0aaff3b-df50-48cf-a6f9-9360acd629f2\">When mapping out your technology strategy and implementing tools, consider what reporting and analysis will be helpful to inform your organization\u2019s work.<\/p><p class=\"sc-cVksOY cqxaSy\" data-testid=\"ripley-core__text-item__paragraph__component\" data-foleon-id=\"32da5d76-8bf0-43fd-8fa4-106c33fc9d22\">Combining data from different systems is not a novel concept. However, creating and automating systems that quickly and easily deliver the information you need without manual analysis requires significant skills and bandwidth and can only be done episodically, will allow you to make data-driven decisions.<\/p><p class=\"sc-cVksOY hlGhhO\" data-testid=\"ripley-core__text-item__paragraph__component\" data-foleon-id=\"da5d768b-f0d3-4d4f-a410-6c33fc9d2252\">Here are just a few of the benefits that organizations garner from thoughtfully combined data:<\/p><ul><li class=\"sc-cVksOY cqxaSy\" data-testid=\"ripley-core__text-item__paragraph__component\" data-foleon-id=\"5d768bf0-d3fd-4fa4-906c-33fc9d225233\"><strong>Make Better Marketing Decisions.<\/strong> When marketers are able to attribute results to specific marketing activities or contributing channels, they are able to design more effective strategies and invest wisely and confidently in areas that are most impactful.<\/li><li class=\"sc-cVksOY cqxaSy\" data-testid=\"ripley-core__text-item__paragraph__component\" data-foleon-id=\"768bf0d3-fd4f-4410-ac33-fc9d225233e8\"><strong>Enhance Mission Delivery &amp; Build a Stronger Case for Support.<\/strong> Evaluating program metrics can be extremely valuable informing mission delivery and highlighting which areas organizations should focus on based on their efficacy.<\/li><li class=\"sc-cVksOY cqxaSy\" data-testid=\"ripley-core__text-item__paragraph__component\" data-foleon-id=\"8bf0d3fd-4fa4-406c-b3fc-9d225233e89f\"><strong>Save Staff Time.<\/strong> Investing the time and resources to configure evaluation and measurement systems up front will help you save staff time and frustration of manually assembling data.<\/li><li class=\"sc-cVksOY cqxaSy\" data-testid=\"ripley-core__text-item__paragraph__component\" data-foleon-id=\"f0d3fd4f-a410-4c33-bc9d-225233e89fc1\"><strong>Inform Marketing Strategy to Raise More Money.<\/strong> Most organizations seek to grow and improve their fundraising efforts to maintain and deliver new mission services. When reporting on revenue via a fundraising platform, we only have insights into what results were actually produced. When we track the impact of various marketing channels, direct and indirect, we have a better understanding of which campaigns produced results, which in turn helps us better design future strategies.<\/li><\/ul><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"34d493ed-302c-4d5e-b53d-2b34fe03d115-0-0\"><p data-testid=\"ripley-core__text-item__header-four__component\" data-foleon-id=\"5ecab26d-0c3b-4971-930c-4add8032f075\">\u00a0<\/p><\/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-bb886d9 e-con-full e-flex e-con e-child\" data-id=\"bb886d9\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-18ef114 elementor-position-inline-start elementor-view-default elementor-mobile-position-block-start elementor-widget elementor-widget-icon-box\" data-id=\"18ef114\" 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-fas-quote-left\" viewBox=\"0 0 512 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M464 256h-80v-64c0-35.3 28.7-64 64-64h8c13.3 0 24-10.7 24-24V56c0-13.3-10.7-24-24-24h-8c-88.4 0-160 71.6-160 160v240c0 26.5 21.5 48 48 48h128c26.5 0 48-21.5 48-48V304c0-26.5-21.5-48-48-48zm-288 0H96v-64c0-35.3 28.7-64 64-64h8c13.3 0 24-10.7 24-24V56c0-13.3-10.7-24-24-24h-8C71.6 32 0 103.6 0 192v240c0 26.5 21.5 48 48 48h128c26.5 0 48-21.5 48-48V304c0-26.5-21.5-48-48-48z\"><\/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\tMatt Mastrangelo, Director of Annual Giving and Donor Engagement, Second Harvest of Silicon Valley\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-6af1bf9 elementor-widget elementor-widget-text-editor\" data-id=\"6af1bf9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"b84cfea6-09e8-45df-a998-1a119bd8be81-0-0\"><div class=\"rte-item rte-84603a69-f49a-470e-ab54-b47c80ee9043\" data-block=\"true\" data-editor=\"cj6c5\" data-offset-key=\"84603a69-f49a-470e-ab54-b47c80ee9043-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"84603a69-f49a-470e-ab54-b47c80ee9043-0-0\">\u201cThe data Pardot allows us to capture for analysis has led to more strategic decisions and targeted outreach than we originally anticipated.\u201d<\/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-6b0f635 elementor-widget elementor-widget-text-editor\" data-id=\"6b0f635\" 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<h4><span style=\"color: #27bfe6;\">Security &amp; Privacy: Are you protecting your supporters\u2019 data?<\/span><\/h4><div data-testid=\"core-editor__entities__infographic-counter-number__active-indicator\"><div data-foleon-id=\"0bf0e2ad-bec2-409d-8446-41836f26c49c\" data-testid=\"@foleon\/maggie-viewer_infographic-counter-number\"><div><h4 data-testid=\"@foleon\/maggie-viewer_infographic-counter-number__inner-content\">every 39 seconds<\/h4><\/div><\/div><\/div><div data-testid=\"core-editor__entities__text__active-indicator\"><div data-offset-key=\"acdd3e81-e1e0-4caa-9668-fe58f928d45b-0-0\">a cybercriminal attempts to access government and nonprofit databases.<\/div><\/div><div data-offset-key=\"df10ea7c-4d12-4fd4-947e-3d5bca8380f8-0-0\"><div data-testid=\"core-editor__entities__infographic-counter-number__active-indicator\"><div data-foleon-id=\"0bf0e2ad-bec2-409d-8446-41836f26c49c\" data-testid=\"@foleon\/maggie-viewer_infographic-counter-number\"><div><h4 data-testid=\"@foleon\/maggie-viewer_infographic-counter-number__inner-content\">\u00a0<\/h4><h4 data-testid=\"@foleon\/maggie-viewer_infographic-counter-number__inner-content\">70%<\/h4><\/div><\/div><\/div><div data-testid=\"core-editor__entities__text__active-indicator\"><div data-offset-key=\"acdd3e81-e1e0-4caa-9668-fe58f928d45b-0-0\"><div data-offset-key=\"cca803a6-5e46-4a34-9d93-3ffce28d00c8-0-0\">of charity networks lack a comprehensive risk assessment.<\/div><\/div><div data-offset-key=\"df10ea7c-4d12-4fd4-947e-3d5bca8380f8-0-0\">\u00a0<\/div><h4 style=\"color: #181818;\"><span style=\"color: #27bfe6;\">Don&#8217;t panic, just get help.<\/span><\/h4><div data-offset-key=\"df10ea7c-4d12-4fd4-947e-3d5bca8380f8-0-0\">Are you concerned about data security and compliance for your nonprofit organization? For many nonprofits, donor data security is their number one priority this year. The concern is well founded. According to the <a href=\"https:\/\/www.tcasynertech.com\/2021-cybersecurity-guide-for-nonprofit-organizations\/\" target=\"_blank\" rel=\"noopener\" aria-label=\"2021 Cybersecurity Guide for Nonprofit Organizations\">2021 Cybersecurity Guide for Nonprofit Organizations<\/a>, cybercriminals attempt to access government and nonprofit databases every 39 seconds. Yet, up to 70% of charity networks lack a comprehensive risk assessment.<\/div><div data-offset-key=\"df10ea7c-4d12-4fd4-947e-3d5bca8380f8-0-0\"><span style=\"font-size: 1rem; letter-spacing: 0px;\">\u00a0<\/span><\/div><div data-offset-key=\"df10ea7c-4d12-4fd4-947e-3d5bca8380f8-0-0\"><span style=\"font-size: 1rem; letter-spacing: 0px;\">Privacy and consent are also hot topics for nonprofits. While initially nonprofit organizations have been able to comply with regulations loosely, it is not a wise option with stricter enforcement and public sentiment about privacy. Approach form and landing page design with privacy considerations in mind and including relevant language for your jurisdiction.<\/span><\/div><\/div><p>\u00a0<\/p><div data-block=\"true\" data-editor=\"3i5ss\" data-offset-key=\"d0cb0b83-b076-4e6a-b4f3-adaaa8cc9d92-0-0\"><div data-offset-key=\"d0cb0b83-b076-4e6a-b4f3-adaaa8cc9d92-0-0\"><p data-testid=\"ripley-core__text-item__paragraph__component\" data-foleon-id=\"ac95b67f-7c04-4e33-8fe1-03903ae0de8a\"><span style=\"font-size: 1rem; letter-spacing: 0px;\">In selecting technology and configuring your ecosystem, security and privacy are incredibly important.<\/span><\/p><p data-testid=\"ripley-core__text-item__paragraph__component\" data-foleon-id=\"95b67f7c-04fe-434f-a103-903ae0de8a55\">Establish a strong data governance policy to define what data is being collected, how it is stored, and what is considered to be personal. When using multiple systems that may be collecting different data points, it is critical that supporters\u2019 preferences are observed across the platforms.<\/p><\/div><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4439c96 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"4439c96\" 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-61528e1 elementor-widget elementor-widget-heading\" data-id=\"61528e1\" 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\">An Evolved Nonprofit Marketer: A Unicorn<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-86ef79f elementor-widget elementor-widget-text-editor\" data-id=\"86ef79f\" 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>People are your nonprofits\u2019 most important asset. As the approaches to digital strategy and technology are evolving, nonprofits\u2019 staffing needs are also changing. Whereas in the past, nonprofit marketers were sought out more for their creative skills, today\u2019s most successful candidates combine strategic thinking, tech savvy, creativity, and soft skills.<\/p><p>Whether you are a hiring manager seeking out the right talent for your organization or a professional looking for ways to hone your skills, here are our observations about skills and qualities of a successful nonprofit marketer today.<\/p><p><strong>Strategic Thinker.<\/strong><\/p><p>Today\u2019s more advanced strategies leverage complex segmentations, marketing automations, and cross-channel efforts, all of which rely on sophisticated technology ecosystems. The marketers at the center of it all play a strategic role. They have access to more data and nimble reporting that allows them to establish clear plans and experiment to improve performance in a fast-moving environment. The most successful hires are individuals who embrace this strategic role. They are comfortable making decisions and are proactive.<\/p><p><strong>Problem Solver.<\/strong><\/p><p>Marketing today is not always a prescriptive process. Nonprofits are seeking out marketing staff with critical thinking skills to identify creative approaches when there is no playbook, making decisions and implementing solutions.<\/p><p><strong>Creative Brain.<\/strong><\/p><p>Changes in strategies have redefined creativity. Marketing used to mean catchy taglines and creative direction for graphic design. Today\u2019s creative marketers are the ones who can apply that same outside the box thinking to segmentation, channel selection and innovative use of technology.<\/p><p><strong>Technology Power User.<\/strong><\/p><p>In the past marketers leaned in on marketing strategies, while data and technology were siloed and managed by others on staff. More accessible technology has democratized access to information. Successful marketing efforts are data driven. It is vital for marketers to be comfortable using technology and understanding data, from hands-on use of new tools to quickly accessing information, making necessary adjustments, and understanding capabilities to inform their thinking and planning.<\/p><p><strong>They Have Soft Skills.<\/strong><\/p><p>Collaboration is central to the work of today\u2019s nonprofit. Marketers able to understand pain points of their colleagues and audiences and have the finesse to work well with others are an asset.<\/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-22011779 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"22011779\" 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-6a6bbbf9 elementor-widget elementor-widget-heading\" data-id=\"6a6bbbf9\" 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\">Bringing It All Together: Strategy First<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-421a31bf elementor-widget elementor-widget-text-editor\" data-id=\"421a31bf\" 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-cVksOY fxbSjl\" data-testid=\"ripley-core__text-item__header-four__component\" data-foleon-id=\"5ead94ee-824f-4368-8fed-2662a1b2195c\">Technology transformation is a significant investment of resources and time. The senior nonprofit leaders driving these changes are staking their organizational capital on these important decisions. The potential payoffs of technology transformations are significant. The right combination of tools and solutions, configured in a thoughtful way, can transform your business and propel your organization into the future.<\/p><p class=\"sc-cVksOY fzyKPo\" data-testid=\"ripley-core__text-item__paragraph__component\" data-foleon-id=\"577fe313-164a-4f56-b5ac-c53bc221d534\">But we have also seen digitals implementations fail to meet expectations when quick fixes do not operate well within the context of other organizational tools. With rushed transitions, tools are not configured to meet organizational needs leaving expensive technologies underutilized. The failure to manage through change and train staff is another contributing factor.<\/p><p class=\"sc-cVksOY fzyKPo\" data-testid=\"ripley-core__text-item__paragraph__component\" data-foleon-id=\"7fe31316-4acf-46b5-acc5-3bc221d53470\">We understand how much is at stake for your organization and your mission and wholeheartedly believe that most of the risk factors can be managed and mitigated. There are a few basic principles we apply to our projects that are essential to success:<\/p><ul><li class=\"sc-cVksOY joviIh\" data-testid=\"ripley-core__text-item__unordered-list-item__component\" data-foleon-id=\"b5acc53b-c221-4534-b0d2-0c479a44f344\">Strategy First Approach. What are your organization\u2019s strategic goals? Start there. Decisions about tools and solutions must be driven by business objectives \u2013 technology is the means to an end.<\/li><li class=\"sc-cVksOY joviIh\" data-testid=\"ripley-core__text-item__unordered-list-item__component\" data-foleon-id=\"acc53bc2-21d5-4470-920c-479a44f34410\">Imagine the Future. Think beyond the immediate needs. What will your business look like a year from now? Five years or even ten years into the future? Will your technology support growth? While you may not bring your vision to fruition all at once, with an overarching framework, all the pieces will work more seamlessly together.<\/li><li class=\"sc-cVksOY joviIh\" data-testid=\"ripley-core__text-item__unordered-list-item__component\" data-foleon-id=\"c53bc221-d534-40d2-8c47-9a44f3441085\">Inclusive Process. Engage stakeholders across the organization early and often to illuminate potential blind spots and to create a more cohesive ecosystem.<\/li><li class=\"sc-cVksOY joviIh\" data-testid=\"ripley-core__text-item__unordered-list-item__component\" data-foleon-id=\"3bc221d5-3470-420c-879a-44f3441085e8\">Prioritize User Adoption. Many would-be successful implementations can fall flat due to lack of user adoption. Managing change is about building the buy-in, bringing everyone along, and dedicating real time to training.<\/li><\/ul><p>Planning the future of your technology takes imagination. This is a bold step of envisioning what the future looks like and mapping out a digital ecosystem that will help you get there.<\/p><p>Most organizations do not stand up their entire technology ecosystem overnight. The initial technology strategy planning process will help you ensure that tools and solutions you put in place over time support your business objectives, integrate with each other, and take in consideration the needs of different business units across the organization.<\/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-5df90ac e-con-full e-flex e-con e-child\" data-id=\"5df90ac\" 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-f58faef elementor-position-inline-start elementor-view-default elementor-mobile-position-block-start elementor-widget elementor-widget-icon-box\" data-id=\"f58faef\" 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\tBenefits of a digital roadmap\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-f062b0b elementor-widget elementor-widget-text-editor\" data-id=\"f062b0b\" 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-cVksOY kCOoEt\" data-testid=\"ripley-core__text-item__paragraph__component\" data-foleon-id=\"c050da3d-5610-4f9a-bf9c-c380e155fd8e\">One size does not fit all. Unless you are a very small organization or have very modest and typical technology requirements, odds are you will be building an ecosystem of tools, applications, and solutions. It is important that those solutions operate in a holistic way and are built to be scalable for the future to allow your organization to grow and flourish.<\/p><p class=\"sc-cVksOY kCOoEt\" data-testid=\"ripley-core__text-item__paragraph__component\" data-foleon-id=\"2d62517f-5e1f-455b-8d6f-50f96aecaca6\">\u25cf Having a digital roadmap will help you make the best possible decisions for your organization to support your mission delivery, marketing, and operations.<\/p><p class=\"sc-cVksOY kCOoEt\" data-testid=\"ripley-core__text-item__paragraph__component\" data-foleon-id=\"62517f5e-1f85-4b0d-af50-f96aecaca6ae\">\u25cf Tools that adequately solve the challenges today may not be enough to support your evolving business. Having a blueprint helps you look beyond the immediate needs to envision and anticipate the future state and what technology will be required to support it.<\/p><p class=\"sc-cVksOY kCOoEt\" data-testid=\"ripley-core__text-item__paragraph__component\" data-foleon-id=\"517f5e1f-855b-4d6f-90f9-6aecaca6aec7\">\u25cf Planning saves organizations money by ensuring that you are investing in technologies and configurations that work together.<\/p><p class=\"sc-cVksOY kCOoEt\" data-testid=\"ripley-core__text-item__paragraph__component\" data-foleon-id=\"7f5e1f85-5b0d-4f50-b96a-ecaca6aec719\">\u25cf Disconnected tools can create data silos impacting both your constituents\u2019 experience and potentially creating privacy and compliance challenges.<\/p><p class=\"sc-cVksOY kCOoEt\" data-testid=\"ripley-core__text-item__paragraph__component\" data-foleon-id=\"5e1f855b-0d6f-40f9-aaec-aca6aec71957\">\u25cf Planning is an opportunity to bring your stakeholders together, to consider the needs across the organization, and to build buy-in. A defined roadmap will provide you with guidance for a more cohesive ecosystem.<\/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-70638ad e-con-full e-flex e-con e-child\" data-id=\"70638ad\" 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-418f68c elementor-position-inline-start elementor-view-default elementor-mobile-position-block-start elementor-widget elementor-widget-icon-box\" data-id=\"418f68c\" 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\tGood planning looks like\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-3402140 elementor-widget elementor-widget-text-editor\" data-id=\"3402140\" 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-eb2d1d8d-cc24-4e79-8f39-272cbed53ce8\" data-block=\"true\" data-editor=\"e53ta\" data-offset-key=\"eb2d1d8d-cc24-4e79-8f39-272cbed53ce8-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"eb2d1d8d-cc24-4e79-8f39-272cbed53ce8-0-0\"><p><strong>Discovery<\/strong><br \/>Experts will take the time to audit your current technologies, meet with stakeholders, and ask questions to understand challenges and desired outcomes.<\/p><p><strong>Identify the Gaps<\/strong><br \/>Based on the information we gather and with your strategic objectives in mind, experts will identify gaps and help you anticipate where new needs are likely to emerge.<\/p><p><strong>Define &amp; Prioritize Requirements<\/strong><br \/>Implementations do not happen all at once and we often have to make trade-offs. We want to help you get the most value out of your investment.<\/p><p><strong>Develop a Digital Roadmap<\/strong><br \/>We will help you imagine the future state and translate that vision into concrete recommendations. The typical roadmap includes:<\/p><ol><li>Technology recommendations to help you in your selection process with consideration of your existing tools<\/li><li>Budgeting that includes coordination and integration costs<\/li><li>Recommendations for solutions design and configurations<\/li><li>A plan for how your data fits together<\/li><li>Necessary processes to support the new ecosystem and to optimize your work<\/li><li>Implementation plan<\/li><\/ol><\/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-09d9209 elementor-widget elementor-widget-image\" data-id=\"09d9209\" 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\t<a href=\"https:\/\/www.youtube.com\/watch?v=H8ORODAAmLg\">\n\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"768\" height=\"432\" src=\"https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2022\/10\/mike-roadmap-project-768x432.jpg?strip=all\" class=\"attachment-medium_large size-medium_large wp-image-19801\" alt=\"Headshot of Mike Kirkpatrick, Principal Consultant, above text: How Heller Consulting Approaches a Roadmap Project\u2014your strategic nonprofit tech decision guide\u2014with the Heller Consulting logo at the bottom.\" srcset=\"https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2022\/10\/mike-roadmap-project-768x432.jpg?strip=all 768w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2022\/10\/mike-roadmap-project-300x169.jpg?strip=all 300w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2022\/10\/mike-roadmap-project-1024x576.jpg?strip=all 1024w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2022\/10\/mike-roadmap-project-150x84.jpg?strip=all 150w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2022\/10\/mike-roadmap-project.jpg?strip=all 1500w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2022\/10\/mike-roadmap-project.jpg?strip=all&amp;w=600 600w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2022\/10\/mike-roadmap-project.jpg?strip=all&amp;w=900 900w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2022\/10\/mike-roadmap-project.jpg?strip=all&amp;w=1200 1200w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2022\/10\/mike-roadmap-project.jpg?strip=all&amp;w=450 450w\" sizes=\"(max-width: 768px) 100vw, 768px\" \/>\t\t\t\t\t\t\t\t<\/a>\n\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>\n\t\t\t\t<div class=\"elementor-element elementor-element-7f5deab0 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"7f5deab0\" 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-9df2f1a elementor-widget elementor-widget-heading\" data-id=\"9df2f1a\" 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: Humane Society Silicon Valley<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-001fe5a elementor-widget elementor-widget-text-editor\" data-id=\"001fe5a\" 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-cVksOY fxbSjl\" data-testid=\"ripley-core__text-item__header-four__component\" data-foleon-id=\"5ead94ee-824f-4368-8fed-2662a1b2195c\">HSSV\u2019s CRM and online marketing solutions could not keep pace with the organization\u2019s long-term goals for constituent engagement and growth. Incomplete view of constituent data due to poor integration among solutions made it difficult to personalize and target constituent engagement and fundraising campaigns. The organization recognized the need to scale marketing and fundraising activities but lacked technology to support these goals. Difficult to use tools created inefficiencies across the organization.<\/p><p data-testid=\"ripley-core__text-item__header-four__component\" data-foleon-id=\"5ead94ee-824f-4368-8fed-2662a1b2195c\"><strong><a href=\"https:\/\/casestudy.teamheller.com\/humane-society-silicon-valley-roadmap-and-salesforce-crm-implementation\/\">Find out how we helped.<\/a><\/strong><\/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-906f9fd elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"906f9fd\" 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-5fd09069 elementor-widget__width-initial elementor-widget elementor-widget-image\" data-id=\"5fd09069\" 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\" width=\"492\" height=\"99\" src=\"https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2023\/10\/Heller-logo-no-RKD-full-color-horizontal.png?strip=all\" class=\"attachment-large size-large wp-image-18138\" alt=\"Heller Consulting logo with a colorful, abstract four-cornered design on the left and HELLER CONSULTING in blue and gray text on the right, representing experts in Salesforce solutions for nonprofits guide.\" srcset=\"https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2023\/10\/Heller-logo-no-RKD-full-color-horizontal.png?strip=all 492w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2023\/10\/Heller-logo-no-RKD-full-color-horizontal-300x60.png?strip=all 300w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2023\/10\/Heller-logo-no-RKD-full-color-horizontal-150x30.png?strip=all 150w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2023\/10\/Heller-logo-no-RKD-full-color-horizontal.png?strip=all&amp;w=98 98w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2023\/10\/Heller-logo-no-RKD-full-color-horizontal.png?strip=all&amp;w=393 393w\" sizes=\"(max-width: 492px) 100vw, 492px\" \/>\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-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-1396a452-9840-4294-9720-7e787a468f16\" data-block=\"true\" data-editor=\"8b3ov\" data-offset-key=\"1396a452-9840-4294-9720-7e787a468f16-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"1396a452-9840-4294-9720-7e787a468f16-0-0\">Heller Consulting empowers organizations with technology strategy, CRM planning, implementation, and change management services. Since 1996 we have been providing targeted solutions that are customized based on your unique organizational needs and work with you to find creative ways to make that positive impact. After working on over 3,000 projects, one thing hasn\u2019t changed\u2014our passion for helping clients utilize the right technology strategies and systems to significantly expand the impact of their vital missions. Our team of experts understands specific technology challenges and is dedicated to finding solutions that help organizations succeed by aligning technology with your strategic goals.<\/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-1897b5f elementor-widget elementor-widget-button\" data-id=\"1897b5f\" 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>The Nonprofit\u2019s Guide to Making Strategic Digital Tech Decisions A guide for marketers Table of Contents Technology trends on the minds of marketers Today\u2019s marketers at nonprofit organizations are under a lot of pressure. Their role has changed dramatically. Marketers are expected to deliver exceptional and personalized experiences. They have taken the reins of complex [&hellip;]<\/p>\n","protected":false},"author":40,"featured_media":19799,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"elementor_header_footer","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[508],"tags":[538,571,580,766,784,833,834,835,836,837,132,838,196,839,234,840,423,841,430,440],"ppma_author":[100],"class_list":["post-19798","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-guide-content","tag-nonprofit-tech-stack","tag-donor-engagement","tag-nonprofit-case-study","tag-nonprofit-marketing","tag-nonprofit-leadership","tag-data-privacy","tag-marketing-analytics","tag-fundraising-impact","tag-nonprofit-trends","tag-technology-planning","tag-nonprofit-technology","tag-strategic-decision-making","tag-nonprofit-crm","tag-personalized-experiences","tag-crm-strategy","tag-nonprofit-guide","tag-nonprofit-digital-transformation","tag-nonprofit-planning-tools","tag-nonprofit-data-strategy","tag-nonprofit-innovation"],"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>The Nonprofit\u2019s Guide to Making Strategic Digital Tech Decisions - Heller Consulting<\/title>\n<meta name=\"description\" content=\"Explore how nonprofit marketers can make smarter technology decisions. 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