This post was originally published on 7/11/2016 and updated on 8/12/2022.
While the need for a constituent relationship management (CRM) system and an overall CRM vision has become clear, many organizations have struggled on the path to actually implement an effective system. A truly successful CRM system is more than just the technology that drives it.
So what is a CRM strategy? A CRM strategy includes a combination of clearly defined strategies connected to specific goals that are delivered by the most effective tools available. The initial process of defining the organizational strategies and goals that the CRM will help deliver is essential. This is called a CRM vision and it defines what the system is expected to achieve and how success will be measured.
Defining Your CRM Objectives and Goals
Conceptually, nothing is new for nonprofits managing customer data and
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