{"id":20169,"date":"2025-09-25T02:58:57","date_gmt":"2025-09-25T02:58:57","guid":{"rendered":"https:\/\/teamheller.com\/?p=20169"},"modified":"2025-09-26T18:54:25","modified_gmt":"2025-09-26T18:54:25","slug":"stop-winging-it-and-plan-your-crm-wisely-video","status":"publish","type":"post","link":"https:\/\/teamheller.com\/resources\/blog\/stop-winging-it","title":{"rendered":"Video: Stop Winging It and Plan Your CRM Wisely"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"20169\" class=\"elementor elementor-20169\" data-elementor-post-type=\"post\">\n\t\t\t\t<div class=\"elementor-element elementor-element-113dbcc5 e-flex e-con-boxed e-con e-parent\" data-id=\"113dbcc5\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-38537353 e-con-full e-flex e-con e-child\" data-id=\"38537353\" 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;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-2fc147f2 elementor-invisible elementor-widget elementor-widget-heading\" data-id=\"2fc147f2\" 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\">Stop Winging It and Plan Your CRM Wisely<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-524b0737 elementor-widget elementor-widget-text-editor\" data-id=\"524b0737\" 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>In this 1-hour on-demand video, nonprofit technology experts from Heller Consulting and Mass Audubon deliver practical, insight-rich advice on how to make smarter CRM decisions. Presenters Mike Kirkpatrick, Natalie Harvey, and Greg Berry share their guidance on how to approach CRM selection strategically\u2014ensuring your system supports fundraising, engagement, and long-term growth.<\/p><p>Whether you\u2019re starting fresh or refining your current setup, this on-demand video offers a clear path to CRM success.<\/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-574d9b3d e-con-full e-flex e-con e-child\" data-id=\"574d9b3d\" 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-254c5ac elementor-widget elementor-widget-image\" data-id=\"254c5ac\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"800\" height=\"516\" src=\"https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/09\/Screenshot-2025-09-24-223734.jpg?strip=all&amp;fit=800%2C516\" class=\"attachment-large size-large wp-image-20159\" alt=\"A virtual meeting screen displays a hexagon pattern on the left and two people in video call windows on the right\u2014a woman wearing a headset at the top and a man with glasses and a beard at the bottom from the Stop Winging It webinar recording.\" srcset=\"https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/09\/Screenshot-2025-09-24-223734.jpg?strip=all 1379w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/09\/Screenshot-2025-09-24-223734-300x194.jpg?strip=all 300w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/09\/Screenshot-2025-09-24-223734-1024x661.jpg?strip=all 1024w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/09\/Screenshot-2025-09-24-223734-150x97.jpg?strip=all 150w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/09\/Screenshot-2025-09-24-223734-768x496.jpg?strip=all 768w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/09\/Screenshot-2025-09-24-223734.jpg?strip=all&amp;w=551 551w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/09\/Screenshot-2025-09-24-223734.jpg?strip=all&amp;w=827 827w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/09\/Screenshot-2025-09-24-223734.jpg?strip=all&amp;w=1103 1103w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/09\/Screenshot-2025-09-24-223734.jpg?strip=all&amp;w=450 450w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-2b07c404 e-flex e-con-boxed e-con e-parent\" data-id=\"2b07c404\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-7c0238aa elementor-widget elementor-widget-heading\" data-id=\"7c0238aa\" 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\">Watch the On-Demand Video<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3d7e191a elementor-widget__width-initial elementor-widget elementor-widget-shortcode\" data-id=\"3d7e191a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"shortcode.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-shortcode\"><iframe title=\"Stop Winging It Video\" class=\"pardotform\" src=\"https:\/\/info.teamheller.com\/l\/734413\/2025-09-24\/49yj7z\" width=\"450\" height=\"700\" type=\"text\/html\" frameborder=\"0\" allowTransparency=\"true\" style=\"border: 0\"><\/iframe><\/div>\n\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<div class=\"elementor-element elementor-element-12f3f4ea e-flex e-con-boxed e-con e-parent\" data-id=\"12f3f4ea\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-ff9e1eb e-con-full e-flex e-con e-child\" data-id=\"ff9e1eb\" 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;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-5920101f elementor-invisible elementor-widget elementor-widget-heading\" data-id=\"5920101f\" 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\">What You'll Learn<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5d5798ef elementor-widget elementor-widget-text-editor\" data-id=\"5d5798ef\" 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<ul><li>How to recognize when it\u2019s time to upgrade or replace a CRM,<\/li><li>Evaluating platforms using key criteria, and<\/li><li>Planning realistic budgets,<\/li><li>How to measure CRM success and ROI<\/li><li>Avoid common pitfalls<\/li><\/ul>\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-6f2fa98f e-con-full e-flex e-con e-child\" data-id=\"6f2fa98f\" 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-35b730b4 elementor-widget elementor-widget-image\" data-id=\"35b730b4\" 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=\"800\" height=\"446\" src=\"https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/09\/Screenshot-2025-09-24-230327.jpg?strip=all&amp;fit=800%2C446\" class=\"attachment-large size-large wp-image-20172\" alt=\"A close-up of an owl with text listing strategies for reducing pain points and increasing capabilities\u2014insight, engagement, efficiency, reporting, integration, experience, and innovation. Plan your CRM wisely on-demand video. Mass Audubon logo is visible.\" srcset=\"https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/09\/Screenshot-2025-09-24-230327.jpg?strip=all 1136w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/09\/Screenshot-2025-09-24-230327-300x167.jpg?strip=all 300w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/09\/Screenshot-2025-09-24-230327-1024x571.jpg?strip=all 1024w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/09\/Screenshot-2025-09-24-230327-150x84.jpg?strip=all 150w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/09\/Screenshot-2025-09-24-230327-768x428.jpg?strip=all 768w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/09\/Screenshot-2025-09-24-230327.jpg?strip=all&amp;w=227 227w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/09\/Screenshot-2025-09-24-230327.jpg?strip=all&amp;w=454 454w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/09\/Screenshot-2025-09-24-230327.jpg?strip=all&amp;w=681 681w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/09\/Screenshot-2025-09-24-230327.jpg?strip=all&amp;w=908 908w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-15e5f6f6 elementor-widget elementor-widget-image\" data-id=\"15e5f6f6\" 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=\"596\" height=\"654\" src=\"https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/09\/Screenshot-2025-09-24-230610.png?strip=all\" class=\"attachment-large size-large wp-image-20174\" alt=\"A graphic with hexagons listing data management issues: poor user experience, lack of data visibility, messy data, inability to integrate systems, poor vendor support, and reliance on spreadsheets\u2014featured in the Plan your CRM wisely on-demand video.\" srcset=\"https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/09\/Screenshot-2025-09-24-230610.png?strip=all 596w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/09\/Screenshot-2025-09-24-230610-273x300.png?strip=all 273w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/09\/Screenshot-2025-09-24-230610-137x150.png?strip=all 137w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/09\/Screenshot-2025-09-24-230610.png?strip=all&amp;w=357 357w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/09\/Screenshot-2025-09-24-230610.png?strip=all&amp;w=476 476w\" sizes=\"(max-width: 596px) 100vw, 596px\" \/>\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\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Stop Winging It and Plan Your CRM Wisely In this 1-hour on-demand video, nonprofit technology experts from Heller Consulting and Mass Audubon deliver practical, insight-rich advice on how to make smarter CRM decisions. Presenters Mike Kirkpatrick, Natalie Harvey, and Greg Berry share their guidance on how to approach CRM selection strategically\u2014ensuring your system supports fundraising, [&hellip;]<\/p>\n","protected":false},"author":39,"featured_media":20155,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"elementor_header_footer","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[509],"tags":[820,855,911,912,913,914,915,132,916,139,917,153,918,196,919,208,920,234,267,276,385],"ppma_author":[474],"class_list":["post-20169","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-video-landing-page","tag-crm-evaluation","tag-nonprofit-engagement","tag-mass-audubon","tag-long-term-growth","tag-crm-upgrade","tag-crm-budgeting","tag-crm-roi","tag-nonprofit-technology","tag-crm-pitfalls","tag-fundraising","tag-crm-optimization","tag-crm","tag-mike-kirkpatrick","tag-nonprofit-crm","tag-natalie-harvey","tag-heller-consulting","tag-greg-berry","tag-crm-strategy","tag-crm-implementation","tag-education-crm","tag-crm-selection"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.5 (Yoast SEO v27.5) - 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