Episode 5: CRM Migrations

To change or not to change your CRM.  It's a question more and more nonprofit groups are facing. What should you consider before making such a big investment in time and money?

In this episode, I speak with Smita Vandakekalam, COO and Senior Strategist at Heller Consulting, about how she helps nonprofits navigate decisions surrounding CRM changes, and Heller's new white paper on the topic.

Resources from Heller:

What to consider before replacing your CRM

Nonprofit CRM pricing

Combating burnout during a CRM implementation