National Trust for Historic Preservation

WHY THEY CAME TO US

The Trust has a thirty-year old CRM system that cannot support the breadth and depth of constituent management activities across the Trust and its historic sites.  They needed experts who could help them align their vision for constituent management with a set of requirements to select a new CRM system.

HOW WE HELPED

We helped the staff create a Vision for a CRM system that engages and interacts with constituents more effectively. The resulting Request for Proposal elicits from the vendors information that matches the Trust's CRM approach with the core capabilities of each system - not a demonstration of bells and whistles.

WHAT WE DID

CRM System Landscape Assessment; CRM System Landscape Recomendations; CRM Visioning; CRM Requirements; CRM Vendor Selection

WHO THEY ARE

The National Trust for Historic Preservation provides leadership, education, advocacy, and resources to save America's diverse historic places and revitalize our communities. http://www.preservationnation.org