Streamlining Nonprofit Success with CRM Expertise

Tailored solutions for selecting and implementing the right systems to empower your nonprofit’s mission and operations.

Systems Selection and Implementation

We specialize in aligning your nonprofit’s unique needs with the ideal systems and technology—because technology should be a facilitator, not an obstacle. Whether it’s a new or pre-existing solution, our objective is to enable your team to effectively deploy and fully utilize your technological resources. Our comprehensive selection process and implementation strategies are designed to streamline operations, enhance data management, and ensure seamless integration with your existing workflows, no matter the system.

BWF’s CRM selection and implementation services are specifically tailored to enhance the effectiveness of nonprofit organizations’ customer relationship management systems. We help you maximize your CRM’s potential, ensuring it aligns with both your fundraising goals and operational needs. From data migration to system customization, our experts are dedicated to optimizing your CRM infrastructure, enabling better donor engagement, ensuring efficient data management, and enhancing fundraising outcomes.

Our CRM selection and implementation services include:

  • System Needs Analysis: Assessing your nonprofit’s specific needs to identify the ideal systems for your operations.
  • System Selection: Facilitating the selection of the most suitable systems tailored to your nonprofit’s specific needs and goals.
  • Custom Implementation Plan: Developing a tailored plan rooted in BWF’s implementation methodology to ensure smooth system integration with minimal disruption.
  • Training and Support: Providing extensive training and ongoing support for your team to maximize system utility.
  • Post-Implementation Review: Evaluating system performance and impact to ensure continued success and adaptability.
  • Change Management: Facilitating smooth transition and adoption of new systems within your organization, minimizing disruption, and maximizing buy-in from all stakeholders.


Client Spotlights

“BWF becomes an extension of the team and leans in and offers expertise that isn’t already on the team. They are true partners who honestly care about the success of the organization, not just the project.”

Julie Rehm, PhD
Vice President, University Advancement and Executive Director
Cleveland State University Foundation
Cleveland State University 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
National FFA Foundation

Let’s Talk

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