Are you tired of tangled data, disconnected systems, and manual workarounds slowing down your nonprofit’s impact? Join Natalie Harvey and Mike Kirkpatrick from Heller Consulting, along with Caroline Chang from Kindsight, for a dynamic webinar designed to help IT and development operations professionals transition from spreadsheets and silos to seamless, connected systems.
Drawing from real-world nonprofit experiences and proven methodologies, 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.
The webinar will walk you through key criteria for evaluating CRM platforms and 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. Featuring seasoned industry experts from Heller Consulting, this session will guide you through the essential steps to transform data chaos into strategic advantage—unlocking your nonprofit’s full potential.
In this session, you’ll learn how to:
- 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.
Thank you to our sponsor:
