{"id":22034,"date":"2026-02-02T10:36:58","date_gmt":"2026-02-02T10:36:58","guid":{"rendered":"https:\/\/teamheller.com\/?p=22034"},"modified":"2026-03-24T21:58:13","modified_gmt":"2026-03-24T21:58:13","slug":"crm-selection-nonprofits","status":"publish","type":"post","link":"https:\/\/teamheller.com\/resources\/video\/crm-selection-nonprofits","title":{"rendered":"Streamlined CRM selection for nonprofits"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"22034\" class=\"elementor elementor-22034\" data-elementor-post-type=\"post\">\n\t\t\t\t<div class=\"elementor-element elementor-element-4eb2f42b e-flex e-con-boxed e-con e-parent\" data-id=\"4eb2f42b\" 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-213acbc2 e-con-full e-flex e-con e-child\" data-id=\"213acbc2\" 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-4dd70407 elementor-invisible elementor-widget elementor-widget-heading\" data-id=\"4dd70407\" 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\">Untangling the Chaos of CRM Selection Projects<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1ce27281 elementor-widget elementor-widget-text-editor\" data-id=\"1ce27281\" 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>Choosing a new CRM can feel overwhelming\u2014especially when messy data, manual workarounds, limited reporting, and unclear vendor roadmaps are slowing your team down. In this on-demand video, advancement and fundraising leaders get a practical, experience-driven framework for deciding when it\u2019s time to change CRMs\u2014and how to choose the right one.<\/p><p>Moderated by Carolyn Chang, VP for Advancement at <a href=\"\/services\/kindsight\">Kindsight<\/a>, this session features Natalie Harvey and Mike Kirkpatrick from Heller Consulting, who bring decades of nonprofit and higher education experience helping organizations evaluate, select, and implement fundraising CRMs that actually support mission-critical work.<\/p><p>What you\u2019ll learn:<\/p><ul><li>How to recognize the warning signs that your current CRM is holding you back<\/li><li>The key criteria advancement leaders should use to evaluate CRM platforms<\/li><li>How to build a strong, leadership-ready business case for CRM change<\/li><li>Common pitfalls in CRM selection and implementation\u2014and how to avoid them<\/li><li>How to measure CRM success, adoption, and long-term ROI<\/li><li>How to balance AI innovation with privacy, ethics, and governance<\/li><li>Practical change management strategies to drive adoption and reduce team friction<\/li><\/ul><p>\u00a0<\/p><p>This video is ideal for advancement leaders, fundraising operations professionals, and technology decision-makers in higher education and nonprofits who want clarity, confidence, and a repeatable approach to CRM selection.<\/p><p>Presented in partnership with CASE, Heller Consulting, and Kindsight.<\/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-32cf4118 e-con-full e-flex e-con e-child\" data-id=\"32cf4118\" 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-55c194a7 elementor-widget elementor-widget-image\" data-id=\"55c194a7\" 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=\"450\" src=\"https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2026\/02\/youtube-untangle.jpg?strip=all&amp;fit=800%2C450\" class=\"attachment-large size-large wp-image-22037\" alt=\"A presentation slide titled Untangling the Chaos of CRM Selection for Nonprofits by Heller Consulting, featuring tangled colorful cables near a laptop on a desk. 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