Insights
Guest contributor Heather Black applies the Logical Levels NLP framework to assess whether charity CRM projects will succeed or fail
Heather Black is an International Salesforce Coach and Trainer and champions the use of coaching techniques to create successful Salesforce CRM projects.
Adopting a new CRM platform is a big undertaking for any charity. For smaller organisations in particular, it may represent a substantial outlay. Which is why charity professionals need to do everything possible to make the project a success.
There are a number of steps you can take to give yourself the best possible chance of maximising user adoption of CRM projects. These include improving your understanding of behaviours, communication and individuals.
The Logical Levels NLP tool provides a good framework for assessing the viability of any CRM project. This framework offers a structure for organising your thinking, information gathering, and communication. It’s all about understanding what makes people tick.
The Logical Levels Model provides a great exercise to assess the reality of any situation( be it an individual, organisation or project) from 6 different perspectives to identify where problems might arise.
It comprises 6 levels:
Let’s take a look at how the model can help you assess why a CRM solution didn’t get adopted or to flag where risks might lie at during your new implementation project.
We work through the Logical Levels from the ground up. Here are some example questions to ask yourself:
By applying this framework, charities can assess whether or not their CRM projects are set up to succeed, and to bring things in line with principles of behaviours, communication and individual responsibility.
For more top tips and advice join the free Charities Going Digital Summit starting on the 21st Sept with a great line up of expert speakers, tools and templates.
Find out more about the Charities Going Digital Summit
Join us on the 11th of April for our webinar with Dell we will explore how AI is already impacting people and communities, the meanings of AI safety and AI literacy, and how charitable organisations can take action on digital and AI inclusion.