{"id":20260,"date":"2019-02-26T14:47:41","date_gmt":"2019-02-26T14:47:41","guid":{"rendered":"https:\/\/teamheller.com\/?p=20260"},"modified":"2025-09-25T15:23:47","modified_gmt":"2025-09-25T15:23:47","slug":"understanding-crm-for-nonprofits-guide","status":"publish","type":"post","link":"https:\/\/teamheller.com\/resources\/guides\/understanding-crm-for-nonprofits-guide","title":{"rendered":"Understanding CRM for Nonprofits Guide"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"20260\" class=\"elementor elementor-20260\" data-elementor-post-type=\"post\">\n\t\t\t\t<div class=\"elementor-element elementor-element-6829aa63 e-flex e-con-boxed e-con e-parent\" data-id=\"6829aa63\" 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-4425c5a5 e-con-full e-flex e-con e-child\" data-id=\"4425c5a5\" 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-2deb87f7 elementor-invisible elementor-widget elementor-widget-heading\" data-id=\"2deb87f7\" 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\">Understanding CRM for Nonprofits<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2b5780e elementor-widget elementor-widget-text-editor\" data-id=\"2b5780e\" 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>Constituent relationship management (CRM) for nonprofit organizations has been around for almost two decades. And while it is not new, the role CRM plays in nonprofits has been evolving along with the technology behind it. As a result, some organizations struggle to keep up with the ever-changing functionality and capabilities of CRM while others are unsure of how to properly implement it.<\/p><p>This Executive Guide will discuss how CRM has evolved over the years and how nonprofits can take better advantage of the benefits its enhanced capabilities can provide. The insights shared are the result of our own research and experience helping hundreds of national and multinational nonprofit organizations with over one thousand CRM projects.<\/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-3da865ef e-con-full e-flex e-con e-child\" data-id=\"3da865ef\" 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-a72cfcf elementor-widget elementor-widget-image\" data-id=\"a72cfcf\" 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=\"785\" height=\"1024\" src=\"https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2019\/02\/understanding-crm-for-nonprofits-front-page-785x1024.jpg?strip=all\" class=\"attachment-large size-large wp-image-20263\" alt=\"Two hands gently cradle soil and a young green plant. Overlaid text reads: Understanding CRM for Nonprofits Guide\u2014How Evolving Technology and Challenges are Reshaping CRM. Heller Consulting logo is at the bottom.\" srcset=\"https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2019\/02\/understanding-crm-for-nonprofits-front-page-785x1024.jpg?strip=all 785w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2019\/02\/understanding-crm-for-nonprofits-front-page-230x300.jpg?strip=all 230w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2019\/02\/understanding-crm-for-nonprofits-front-page-115x150.jpg?strip=all 115w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2019\/02\/understanding-crm-for-nonprofits-front-page-768x1001.jpg?strip=all 768w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2019\/02\/understanding-crm-for-nonprofits-front-page.jpg?strip=all 909w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2019\/02\/understanding-crm-for-nonprofits-front-page.jpg?strip=all&amp;w=363 363w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2019\/02\/understanding-crm-for-nonprofits-front-page.jpg?strip=all&amp;w=545 545w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2019\/02\/understanding-crm-for-nonprofits-front-page.jpg?strip=all&amp;w=450 450w\" sizes=\"(max-width: 785px) 100vw, 785px\" \/>\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-5b463a2a e-flex e-con-boxed e-con e-parent\" data-id=\"5b463a2a\" 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-7f8ab5bf elementor-widget elementor-widget-heading\" data-id=\"7f8ab5bf\" 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\">Download the Guide Today<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7dd5f1aa elementor-widget__width-initial elementor-widget elementor-widget-shortcode\" data-id=\"7dd5f1aa\" 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=\"Understanding CRM for Nonprofits Guide\" class=\"pardotform\" src=\"https:\/\/info.teamheller.com\/l\/734413\/2019-04-23\/yl\" 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-509b80c3 e-flex e-con-boxed e-con e-parent\" data-id=\"509b80c3\" 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-4d09980f e-con-full e-flex e-con e-child\" data-id=\"4d09980f\" 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-52e077c4 elementor-invisible elementor-widget elementor-widget-heading\" data-id=\"52e077c4\" 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\">Inside this Guide\u200b<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1eb87190 elementor-widget elementor-widget-text-editor\" data-id=\"1eb87190\" 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>Chapter 1: What is CRM, really?<\/li><li>Chapter 2: Changing CRM Challenges<\/li><li>Chapter 3: Technology in Transition: Strategic Planning vs. Strategic Management<\/li><li>Chapter 4: Change Management: the key to successful CRM implementation<\/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-49036e17 e-con-full e-flex e-con e-child\" data-id=\"49036e17\" 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-66b481c8 elementor-widget elementor-widget-image\" data-id=\"66b481c8\" 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=\"422\" height=\"211\" src=\"https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2019\/02\/understanding-crm-inside-quote-impact.png?strip=all\" class=\"attachment-large size-large wp-image-20265\" alt=\"Text in green font reads: If you make it a point to develop the right strategy, the Understanding CRM for Nonprofits Guide shows how CRM can add value to your relationships with those who serve and are served by your organization.\" srcset=\"https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2019\/02\/understanding-crm-inside-quote-impact.png?strip=all 422w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2019\/02\/understanding-crm-inside-quote-impact-300x150.png?strip=all 300w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2019\/02\/understanding-crm-inside-quote-impact-150x75.png?strip=all 150w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2019\/02\/understanding-crm-inside-quote-impact.png?strip=all&amp;w=84 84w\" sizes=\"(max-width: 422px) 100vw, 422px\" \/>\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-32a70c3d elementor-widget elementor-widget-image\" data-id=\"32a70c3d\" 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=\"504\" src=\"https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2019\/02\/understanding-crm-inside-page-tech-strategy.jpg?strip=all&amp;fit=800%2C504\" class=\"attachment-large size-large wp-image-20264\" alt=\"A person in jeans and sneakers digs into soil with a shovel. Below, a green banner displays the text: Chapter 3 \u2013 Technology in Transition: Understanding CRM for Nonprofits Guide\u2014Strategic Planning vs. Strategic Management.\" srcset=\"https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2019\/02\/understanding-crm-inside-page-tech-strategy.jpg?strip=all 912w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2019\/02\/understanding-crm-inside-page-tech-strategy-300x189.jpg?strip=all 300w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2019\/02\/understanding-crm-inside-page-tech-strategy-150x94.jpg?strip=all 150w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2019\/02\/understanding-crm-inside-page-tech-strategy-768x483.jpg?strip=all 768w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2019\/02\/understanding-crm-inside-page-tech-strategy.jpg?strip=all&amp;w=364 364w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2019\/02\/understanding-crm-inside-page-tech-strategy.jpg?strip=all&amp;w=547 547w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2019\/02\/understanding-crm-inside-page-tech-strategy.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\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Have questions about nonprofit CRM software? In this free guide, our experts share best practices that come from decades of working with nonprofits.<\/p>\n","protected":false},"author":40,"featured_media":1093,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"elementor_header_footer","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[508],"tags":[],"ppma_author":[105],"class_list":["post-20260","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-guide-content"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.5 (Yoast SEO v27.5) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Understanding CRM for Nonprofits Guide - Heller Consulting<\/title>\n<meta name=\"description\" content=\"Have questions about nonprofit CRM software? In this free guide, our experts share best practices that come from decades of working with nonprofits.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/teamheller.com\/resources\/guides\/understanding-crm-for-nonprofits-guide\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Understanding CRM for Nonprofits Guide\" \/>\n<meta property=\"og:description\" content=\"Have questions about nonprofit CRM software? In this free guide, our experts share best practices that come from decades of working with nonprofits.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/teamheller.com\/resources\/guides\/understanding-crm-for-nonprofits-guide\" \/>\n<meta property=\"og:site_name\" content=\"Heller Consulting\" \/>\n<meta property=\"article:published_time\" content=\"2019-02-26T14:47:41+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-09-25T15:23:47+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/teamheller.com\/wp-content\/uploads\/2018\/06\/offer-guide-understanding-crm-for-nonprofits.png\" \/>\n\t<meta property=\"og:image:width\" content=\"360\" \/>\n\t<meta property=\"og:image:height\" content=\"220\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Team Heller\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Rebecca Nguyen\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/teamheller.com\\\/resources\\\/guides\\\/understanding-crm-for-nonprofits-guide#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/teamheller.com\\\/resources\\\/guides\\\/understanding-crm-for-nonprofits-guide\"},\"author\":{\"name\":\"Rebecca Nguyen\",\"@id\":\"https:\\\/\\\/teamheller.com\\\/#\\\/schema\\\/person\\\/be27f287c68d6b42394f294778a31a45\"},\"headline\":\"Understanding CRM for Nonprofits Guide\",\"datePublished\":\"2019-02-26T14:47:41+00:00\",\"dateModified\":\"2025-09-25T15:23:47+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/teamheller.com\\\/resources\\\/guides\\\/understanding-crm-for-nonprofits-guide\"},\"wordCount\":168,\"publisher\":{\"@id\":\"https:\\\/\\\/teamheller.com\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/teamheller.com\\\/resources\\\/guides\\\/understanding-crm-for-nonprofits-guide#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/es7hq8rr83h.exactdn.com\\\/wp-content\\\/uploads\\\/2018\\\/06\\\/offer-guide-understanding-crm-for-nonprofits.png?strip=all\",\"articleSection\":[\"Guide Content\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/teamheller.com\\\/resources\\\/guides\\\/understanding-crm-for-nonprofits-guide\",\"url\":\"https:\\\/\\\/teamheller.com\\\/resources\\\/guides\\\/understanding-crm-for-nonprofits-guide\",\"name\":\"Understanding CRM for Nonprofits Guide - Heller Consulting\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/teamheller.com\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/teamheller.com\\\/resources\\\/guides\\\/understanding-crm-for-nonprofits-guide#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/teamheller.com\\\/resources\\\/guides\\\/understanding-crm-for-nonprofits-guide#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/es7hq8rr83h.exactdn.com\\\/wp-content\\\/uploads\\\/2018\\\/06\\\/offer-guide-understanding-crm-for-nonprofits.png?strip=all\",\"datePublished\":\"2019-02-26T14:47:41+00:00\",\"dateModified\":\"2025-09-25T15:23:47+00:00\",\"description\":\"Have questions about nonprofit CRM software? 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