Nonprofit CRM Consulting

Selecting and implementing technology can be a daunting task for philanthropy operations professionals. Here at BWF, we can help you sort through the available solutions to find the right fit for your organization and make the nonprofit CRM consulting and conversion process simple.

BWF’s CRM Analysis Process

Our team takes the following steps to ensure a smooth technology transition:

1. Setting a timeline

There is rarely an “ideal” time to conduct a CRM conversion. However, the BWF team can assess your unique situation with you to determine if there is a specific timeframe that would work for your organization or if the time is simply now.

2. Assessing your nonprofit’s CRM needs

Through conversations and data gathering, we work with your organization to identify the core requirements for any new technology platform to ensure it fits well within your existing ecosystem.

3. Determining the best CRM solution for your nonprofit

We offer expertise in the following platforms:

  • Blackbaud CRM
  • Blackbaud Raiser’s Edge NXT
  • Salesforce
  • Slate for Advancement
  • Microsoft Dynamics
  • Abila Millennium
  • Ellucian Advance
  • Ellucian CRM
  • Ellucian Banner

We assess the unique features of each platform against your nonprofit’s requirements to make informed recommendations.

BWF offers nonprofit CRM consulting services for Salesforce.    BWF offers Tessitura Network expertise.

4. Supporting your team through the implementation process

From internal readiness to design and data mapping, training, and change management, BWF has the expertise to guide you through the selection and implementation process to ensure daily operations continue while your project progresses.

As an objective third party staffed by experienced practitioners, we’ll help you make the right implementation decisions based on best practices and organizational needs while acting as an advocate for your organization throughout the project.

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Additional Nonprofit CRM Consulting Services

  • Strategic Planning and Change Management
  • Technology Ecosystem Assessment and Planning
  • CRM and Technology Selection
  • Data Mapping
  • Conversion Project Management

Nonprofit CRM Consulting Spotlight: National FFA Foundation

Our collaboration with BWF meant that we were able to successfully select, implement, and launch a new CRM with ease and confidence.-Staci Glaser, Director of Development Operations • National FFA Foundation

Read client spotlight

Let’s Talk

Find out how BWF can partner with you to offer expert nonprofit CRM consulting.