Your CRM (Customer Relationship Management) platform is the central nervous system for your organisation. A suitable, well configured CRM enables your team to work harmoniously, and facilitates an optimal experience for everyone that interacts with you. As a CRM consultant for NFP, we help select and configure the right CRM for your organisation.
Nonprofit expertise
We care about the organisations we work with and leverage our experience to tackle common problems faced.
Solution smarts
Our team of CRM consultants for NFP provide strategic insight and practical know-how, alongside our established CRM implementation methodology.
Technical delivery
We don’t just consult, we have an in-house CRM development team team that can deliver advanced integrations between business systems.
Erika Avellaneda Celis — Landcare Tasmania
Consulting with NFP organisations to drive impact through their CRM.
We’ve worked with a broad range of organisations across the nonprofit and for-purpose sectors. Our refined CRM consulting process for NFPs ensures we deliver on time and on budget, and our team are dedicated to providing excellent outcomes for our amazing clients.
Advocacy
Association
Charity
Community
Education
Faith based
For purpose
Government
Health
Social enterprise
Recent projects
Prison Fellowship
- Virtuous CRM, WordPress
- CRM Consulting, Digital Discovery, Website Development
Australian Community Workers Association
- Microsoft Dynamics
- CRM Consulting
The Local Party
- NationBuilder
- CRM Consulting, Website Development
Our CRM consulting process for NFP
Discovery and planning
As a CRM consultant for NFP, we kick off the process by establishing a project team, which is a mix of Heartburst and client stakeholders. Objectives and key issues are identified, and we make plans for data extraction. We’ll walk through the process to ensure we’re all on the same page.
Identify “as-is” processes
Whether you’re using still using spreadsheets or you have have an existing legacy system, we’ll unpack and document your “as-is” workflows. Understanding the current-state helps us identify current efficiencies, pain points, and ideas, preparing us for the next step…
Design “to-be” processes
Here’s where the magic happens! Based on learnings so far, we complete user journey analysis and design our “to-be” processes. We create a revised data model, plan future-state workflows, and establish our tagging and segmentation categories.
CRM selection
Now that we have a firm grip on system requirements, we go shopping. As an NFP CRM consultant, we are “platform agnostic” and committed to selecting the right CRM platform that meets your unique needs. We have partnered with popular platforms used by the Nonprofit sector, bringing valuable experience to an important decision.
Impact analysis and change planning
A change to a core system will affect everyone within your organisation and beyond. Careful change management is crucial for a smooth launch of your new CRM. We assist with impact analysis and help with the transition.
CRM configuration
Time to roll our sleeves up and get our hands dirty! There’s so much to configure: custom fields, segments, tags, email templates, workflows, forms, and donation receipts to name a few. We’ll ensure your CRM is tailored to your organisation with helpful dashboards and relevant reports.
Role-based training
Our upbeat CRM training sessions empower your team to make the most of your system. We prepare custom training materials and cover topics specific to your user roles. Training can be delivered in-person or online (or both!) and sessions are recorded for future reference.
Data migration
Our technical team take the hassle out of migrating data from your existing system. Before we begin, we complete a data cleansing exercise to rationalise your contact list. We then map data fields, extract the data, and import into the new system. Sounds easy, right?
Go live
The successful launch of a new CRM requires careful planning and execution. Our team are experienced in managing this process, which includes a usage freeze during cutover, and communications to stakeholders. You can now begin enjoying the benefits of your new platform!
Our CRM technology for NFP
As a CRM consultant for NFP, we’ve partnered with a range of CRM platforms, which we can tailor to your unique needs. We’re not locked-in though! We are technology agnostic and open to exploring the platform that’s the best fit. Rather than jumping to conclusions about technology choice, we seek to understand your organisation first. You don’t need to be limited by a platforms’ feature set either, our technical team can deliver integrations and custom development to bridge the gap.
Your CRM partner
At Heartburst, we’re about strong relationships not transactional projects. We want to partner with you as your specialised CRM consultant for NFP. We’ll champion the success of your digital endeavours, but more importantly in the success of your mission. Our purpose is to enable your impact.
Integrations
Your CRM’s success will be hampered if it doesn’t “talk” to other business critical systems. Our team can integrate with your finance system, website, marketing tools, and fundraising platforms. This will automates data processing and save on operations costs.
Custom development
When your project has bespoke functional requirements, our in-house development team is here to help. We provide custom UX design and software development services to build custom web applications. You’ll have peace of mind with our support plans, ensuring your custom app grows with you.
Hosting
While some CRM platforms come with their own hosting, others require self-hosting. Our fully managed cloud hosting service is secure and Australian-based to ensure maximum availability. Supported by our local team, you can leave the tech stuff in our hands, or we can give your IT team the keys.
Frequently asked questions
CRM consultant for NFP projects require organisation-wide change, and are a significant investment. Budgets vary depending on scope and requirements. We offer solutions medium sized organisations through to enterprise nonprofits. Please contact us to arrange a quote.
A CRM project is typically a 6-12 month process. There are often many dependencies on timeframe, including change management. We will work with you to meet your delivery needs.
Simply contact us to arrange an initial chat. From there we provide a quote for your discovery phase alongside a ballpark estimate for the overall project. Once we’ve confirmed requirements during discovery, we confirm the final quote.
Yes, absolutely! We have hybrid working arrangements, so some meetings can be online. Where it’s best to travel, we choose economy fares to maximise value.
As above, yes we can. We have worked with international organisations, and can be flexible with meeting times based on time zone.
