Read more about the CRM options out there for organizations like yours in our free resource: At the Crossroads of Nonprofit Digital Transformation\u00a0<\/a><\/p><\/blockquote>\n But even if you<\/em> know it\u2019s time for new technology, one thing stands between you and the CRM system you need to move forward: convincing your leadership, executive director, or board of directors to make a change. This can be especially challenging as many nonprofits are focused more than ever on budget and return on investment (ROI) in our post-COVID world.<\/p>\n Here are some techniques to get you started:<\/p>\n Helping leadership understand it\u2019s time for new technology requires more than simply listing things you can\u2019t do with the current system. Instead, one of the best ways to make a compelling case is to paint a picture of the potential benefits a new CRM solution can provide.<\/p>\n Here are three key ways CRM can help transform a nonprofit organization<\/a>:<\/p>\n Also, if your organization has struggled to adapt to changing circumstances related to the COVID-19 pandemic, be sure to mention how updating your technology can help you be more resilient in the face of future needs, such as:<\/p>\n Your executive director and board need to ensure a technology investment will make an impact to the organization that also justifies the expense. So, to translate the CRM vision into language that hits home with leadership, it\u2019s important to talk about the vision in terms of ROI.<\/p>\n A simple ROI formula is a helpful framework for this discussion:<\/p>\n Let\u2019s break down the formula.<\/p>\n Learn more about how much a CRM change will cost and how to build the business case for the investment: Download the Nonprofit CRM Pricing Toolkit<\/a><\/strong><\/p><\/blockquote>\n Find out how Heller Consulting can help you create a clear vision and strategy for your CRM system:<\/p>\n Want more nonprofit tech resources delivered to your inbox? Fill out the quick form below!<\/p>\n![\"\"](\"https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2021\/02\/Crossroads-of-Nonprofit-Digital-Transformation-Cover-\u0192-Copy-scaled-e1613568938845.jpg?strip=all\"){kind=spacer}
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\nPaint a picture of the CRM vision<\/strong><\/h2>\n\n
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Talk about return on investment for your Nonprofit CRM<\/strong><\/h2>\n
ROI = ((Total Benefit \u2013 Total Cost) \/ Total Cost) x 100<\/strong><\/h3>\n
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Take the next step for your Nonprofit CRM<\/strong><\/h2>\n
\n<\/strong>Building the business case for new technology starts early \u2014 before you begin defining functional requirements and researching (or deciding on) potential CRM systems. Doing this up-front work will help you make the case for CRM and overcome potential objections, such as cost. It also will make the implementation process go smoothly and effectively.<\/p>\n\n
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