Are you tired of tangled data, disconnected systems, and manual workarounds slowing down your nonprofit’s impact? Join Kindsight for “Untangle the Chaos: Streamlining CRM Selection for Nonprofit Leaders,“ a dynamic webinar designed to help IT and development operations professionals cut through the confusion and find clarity in their CRM journey. Featuring seasoned experts from Heller Consulting, this session will guide you through the essential steps to transform data chaos into strategic advantage.
Drawing from real-world nonprofit experiences and proven methodologies, our presenters will unpack the most common pain points organizations face—messy data, integration challenges, and user frustration. You’ll learn how to recognize the signs that it’s time for a new CRM, and how to avoid the pitfalls that can derail even the best- intentioned technology projects. Through interactive discussion and practical examples, we’ll show you how to move from spreadsheets and silos to seamless, connected systems.
The webinar will walk you through key criteria for evaluating CRM platforms, including modern user experience, unified donor profiles, multi-channel engagement, automation, and robust reporting. Our experts will share strategies for stakeholder engagement, budgeting, and change management, ensuring your CRM selection process is both thorough and mission-driven. You’ll also discover how to measure success—tracking adoption, ROI, and operational efficiency to ensure your investment delivers lasting Impact.
Whether you’re just starting to consider a CRM change or deep into the selection process, this session will provide actionable insights and a clear roadmap for your organization. Don’t miss the opportunity to learn from Heller Consulting’s decades of nonprofit technology leadership and Kindsight’s commitment to empowering mission- driven organizations. Register today and take the first step toward untangling your data and unlocking your nonprofit’s full potential.
- Diagnose the Problem: Recognize the critical signs that it’s time for a new CRM (and build the case for change).
- Avoid Common Pitfalls: Learn what derails even the best-intentioned tech projects and how to navigate them.
- Define Your "Must-Haves": Master the key criteria for evaluating modern platforms—from user experience and unified donor profiles to automation and robust reporting.
- Build Internal Buy-In: Discover proven strategies for stakeholder engagement, realistic budgeting, and effective change management.
- Measure What Matters: Understand how to track adoption, ROI, and operational efficiency to ensure your investment delivers lasting impact.
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