Nonprofit CRM Selection—Costs, Pitfalls, ROI (Mass Audubon Story)

Watch this practical, insight-rich video on selecting the right CRM for your nonprofit. Led by experts in nonprofit technology best practices, this webinar will guide you through the strategic process of choosing a system that supports fundraising, engagement, and long-term growth. This was presented for the Association of Fundraising Professionals (AFP). Presenters: Greg Berry, Mass Audubon; Mike Kirkpatrick and Natalie Harvey, Heller Consulting. Takeaways: 🚦 How to know if it’s time to select or upgrade your CRM 🧭 Key criteria for evaluating CRM platforms: Salesforce, Raiser's Edge, Microsoft 💡 Realistic budget considerations and cost planning tips 📊 How to measure CRM success and ROI 🧱 Common pitfalls and how to avoid them 🐦 Real-world insights from Mass Audubon’s CRM roadmap project