View the recording of the webinar here: http://teamheller.com/webinar-stratuslive-crm-options/ This is the sixth installment in our “CRM Options for Enterprise Nonprofits” series. In this webinar Keith Heller shares additional insights and proven CRM best practices based on his years of experience advising and leading organizations on their CRM journeys. Joining us in this session are Jim Funari, Co-founder and CEO, and Brett Meyer, Director of Product Management and Services of StratusLIVE, a cloud-based donor management solution built on Microsoft Dynamics 365. They share how StratusLIVE provides nonprofit organizations with enterprise-class CRM, fundraising, marketing, and BI solutions in one complete package. View the video below to learn the strategies and technology that leading organizations use to raise money and serve their mission.

1. CRM Options for
Enterprise Nonprofits
10/24/2017

2. Sixth our 7 part series
Revolution Online
Coming in
November!
CRM Options Overview
Recordings available:
Today

3. CRM Strategy &
Design
CRM Implementation
• Advanced CRM development
and integration
• Change management
solutions
• Team configuration and
training
Fundraising &
Engagement
Heller’s Skills with Nonprofit & Higher Ed
• Aligning strategy, team,
and mission goals
• Planning effective
engagement strategy
• Developing and
integrating effective
fundraising tools
• CRM vision planning
• System design and software
selection
• Analyzing and optimizing
existing systems, and building a
roadmap forward

4. Planning Your CRM Initiative

5. A simple definition
Change management is the use of
targeted strategy and tools
to enable organizations to successfully transition
through technology and operations planning
and implementation

6. Change management delivers
This is not just a nebulous “feel good” line item.
It is specific and measurable.
• Change Assessment and Plan
• User and Stakeholder Analysis
• ADKAR Analysis
• Sponsor Roadmap and Coaching
• Communications, Training,
& Adoption Strategies
• And much more

7. Vendors
How Systems Work
• Trust but verify. Then verify again.
• Test environments
• References
• Plus colleagues not
provided as references
• User communities
• Demos
• Multi day demos or
“how to crush your staff”
• Targeted walk thrus
How Sales Works
• Motivations, Quotas & Timing
• Partnering well with your vendor

8. Consider hiring a consultant
• Their value is in…
– They have a proven process
– Knowledge – systems, vendors, your peers
– Cost vs. Your Time
– Buffer between you and vendors
• Their value is not in…
– Suggesting options to you. 90% of your
peers pick from these six vendors
– Spreadsheets with a thousand features and
check boxes

9. For more information
• Learn about developing a CRM Vision
– CRM Vision: An Essential Part of a CRM Roadmap
– Webinar Recording: Turning a CRM Vision into Reality
– What is a Successful CRM?
• Read our CRM papers. We’ve published many papers that go into detail on
how to strategically plan for new systems. Please download these
resources and have your team review them.
– Making Your CRM Aspirations a Reality
– Insights into CRM for Nonprofits
– Managing Technology Change at Enterprise Nonprofit Organizations
– Getting Started with CRM Webinar Series
• Contact Heller Consulting

10. Cloud-Based
Software for
Nonprofits

11. Speakers
Jim Funari
Founder & CEO
Brett Meyer
Director of Product Management
& Services

12. Agenda
• Introduction
• StratusLIVE and the Microsoft
Commercial Platform
• Enterprise Functionality
• Making Your Day More Productive
• Product Tour
• Ideal Customer Profile
• Questions and Answers

13. Over 1,000 organizations
use StratusLIVE products to engage with their constituents
15,500,000 donor profiles,
$1.3 billion in annual donations
Corporate campaigns reaching ~1 Mil.
employees, 750+ organizations

14. Microsoft’s “go-to” partner
for fundraising nonprofits
CIOReview named StratusLIVE
a Top 100 Microsoft partner in 2015
Catalyst Investors SaaS Market Map names
StratusLIVE a top nonprofit enterprise solution

15. StratusLIVE
and the Microsoft Foundation

16. The Power of
Microsoft’s
Commercial
Platform

17. ThePowerofMicrosoft’s
CommercialPlatform
You will be
in good company
70,000+ nonprofits trust
the MS Cloud

18. You will be on an
award-winning
commercial
platform
ThePowerofMicrosoft’s
CommercialPlatform

19. You will be able to
reduce costs through
discounts
Microsoft Philanthropies
donating $1 billion
in software & services
to nonprofits
ThePowerofMicrosoft’s
CommercialPlatform

20. You will be able
to operate throughout
the world
34 data centers online +
45 languages +
All major currencies +
139 countries
ThePowerofMicrosoft’s
CommercialPlatform

21. Microsoft Azure Data Centers

22. You can access the
Microsoft Ecosystem
Begin with StratusLIVE products
and services
Thousands of apps from partners
AppSource On-line Store
National and Regional
implementation partners
ThePowerofMicrosoft’s
CommercialPlatform

23. Microsoft AppSource

24. You will benefit
from Microsoft’s
massive ongoing
R&D
Over 16 years,
Microsoft spent $9B/year
on R&D - $13B last year…
SalesForce & Blackbaud
Combined spent < $1B
Source: 2016 Company Financial Reports
ThePowerofMicrosoft’s
CommercialPlatform

25. Enterprise Functionality
CRM Relationship Management Financial Processing
Digital Campaigns
Direct Mail Campaigns
Social Engagement
Online Engagement
Customization
Program Management
Business Intelligence
Enterprise Integration

26. Making Your Day More Productive
Mobility – Work Anywhere on Any Device

27. Making Your Day More Productive
Familiar User Experience and Office 365 Integration

28. Making Your Day More Productive
Guided Processes

29. Making Your Day More Productive
Powerful Analytics and Dashboards

30. Product Tour

34. Ideal Customer Profile
Consider StratusLIVE if …
Use
Microsoft
Products
Diverse
fundraising
models
Require
multi-channel
marketing
Complex
segmentation
and
personalization
Improving
analytics &
data-driven
marketing
Expanding
corporate
relationships,
engagement

35. What motivates us? Happy Clients!

36. Questions &
Answers
Thank you for attending!
For more information,
contact Alyssa Pacheco:
alyssa.pacheco@stratuslive.com
757.273.6324

37. Our organizational focus
Mid-to-enterprise in scale
Using data-driven
marketing
Multi-channel
marketing
100k – 10M
constituents
25 user seats
and up