It is in the plan this year – FINALLY – to replace your current mishmash of information sources with a new Nonprofit Constituent Relationship Management (Nonprofit CRM) system. It can provide the process improvement to better support your nonprofit or non-governmental organization. No more cobbling together pieces of information from various databases,spreadsheets and individual people's recollections in order to get a complete picture of what has been happening. You may even have picked out the software you want. Maybe you are taking advantage of the Salesforce Foundation's free licenses for Nonprofit Starter Pack (NPSP) or NGO Connect available through the Salesforce.com "Power of Us" program for nonprofits—or at least checking out the possibilities for replacing your current legacy donor database with something that is more efficient and cost-effective. Something that will empower your development team; enable better volunteer management; and, create a coherent, 365 degree view of the people who make your goals possible: supporters, partners and staff.
Now what should you do?
Start thinking about WHAT you need to accomplish with your new system – and realize that the HOW of day-to-day life for you and your team will change greatly. It will be a good thing eventually, but be warned – there can be tears along the way! Change isn't easy and you'll be interrupting your team's set patterns of work. There is no such thing as major change without a learning curve and preparing for it can help. As a leader at your organization, you'll be responsible for change management and for insuring new CRM user adoption by your team is complete.
First think about how things work today.
Many times folks focus on how they currently do things, forgetting – or never realizing – that often existing processes have grown up around the gaps in their current technology systems or connectivity.
If they can stand back and look at it, most people find that many of their current "systems" are really a set of disconnected, old technologies each individually transmitting clumps of information to a human being. The technology doesn't connect and your person must manually combine those different clump of information with their own or other person's knowledge in order to accomplish the job. This "system" is really a bad manual process which is time consuming and has great potential for errors.
Unfortunately, no matter how ugly or manual the process, it can be scary to let go of what you know. Sometimes the person had to build his or her own workaround process in order to do their job successfully -- and have been doing it the same way for many years. Remind your reticent Development Director or Programs Manager about what it took to pull together the information you needed to apply for that recent grant or comply with reporting requirements. Help them stand back and think about WHAT they are trying to accomplish and what could make them more successful:
Help those individuals understand about the opportunity to automate tasks – including the ones they may dislike intensely or waste their limited time. Some examples of what automated workflow and reporting can do:
Most importantly, help your team focus on WHAT is important – your mission, goals and what needs to be accomplished every day – and what these changes can mean to the important people and organizations involved:
A nonprofit CRM system is a financial and time investment for your entire organization. If you and your team start with the "What" instead of the current "How", your CRM implementation will be smoother and increase the likelihood of adoption. The better the adoption, the higher the ROI. Ultimately, if your team understands you consider them at the center of "what" is important in this process, there will be less tears along the way (especially yours) when you change the current "how" to be more effective with your new CRM in place!
What has your experience been in past with new system implementations--lots of tears or smiles? Something in between?
Questions about making your new CRM a success? Contact us and we'll help.