It’s time to make a change from your spreadsheets, or legacy system, to a Constituent Relationship Management platform. Consider your budget and do your research as you start the evaluation process.
Good data leads to more self-awareness and an increasing ability to better steer the nonprofit organization toward its mission. Jeff Rule shares his insights on becoming a connected nonprofit.
In order to help you and your teams “talk the talk” of change management, below are a few tips on decoding the jargon. Change is hard enough as it is, no need to add a layer of complexity to it by introducing a new language.
You’re ready for the data migration, but now it’s time to manage the data freeze. Here are some tips to work through shutting down your old system and starting up your new system.
With this influx during the season of giving, the nonprofit industry becomes more competitive. Some organizations have to consider changes to their marketing techniques and donor outreach strategy, but with the right technology and tools, charities are able to keep in touch with donors and successfully promote their programs during the busiest time of the year.
You need a partner who will be here for you today but who will continue to grow as you do. They need to be easy on the eyes for sure, but where you are in your life right now, it’s much more important that they have substance to back up their style. After seeing what Salesforce has to offer a nonprofit like you, you’re going to want to swipe right for Salesforce.
As a solo administrator, you’re a lone wolf, but it’s a big, dangerous world out there. The time to get smarter about managing your organization’s data has arrived. Here are a few tips to get you started.
“Salesforce Instance” is one of those terms that many people assume they know – like what Wi-Fi stands for. Click here to know all about it.
Implementing Salesforce so that it can do “anything” requires leadership, capacity, and lots of expectations management. Learn why.
Know that the clearer your vision, the more ready, supportive of, and willing for change, and the more you understand your own desired outcomes and metrics, the more successful a Salesforce implementation can be. The platform can’t produce these changes in your organization, but it can inspire them.