Nonprofit Salesforce Updates for 2024! January 2, 2024 by Andrew Wainacht Thinking in: SalesforceAs the new year unfolds, Salesforce is gearing up to roll out changes and enhancements that will make your CRM experience more secure and up to date. Put your thinking cap on as we dive into the deeper technical aspects of what these changes mean for your organization. Here’s a quick peek at some of… Read More
Increase Your Nonprofit Impact: Integrating Websites with Salesforce October 30, 2023 by Andrew Wainacht Thinking in: CRM/AMS, Salesforce, Support TipsWhen your individual technologies are working for you independently, but you’re manually exporting/importing data or having to log in into multiple systems for one process, it’s time to look at integrations. Your payment software could be automatically sharing contact information with Salesforce. Your volunteers could have a place on your website to track their time… Read More
Nonprofit Data Security: A Comprehensive Guide to Safeguarding Your Salesforce Data October 3, 2023 by Andrew Wainacht Thinking in: CRM/AMS, Salesforce, Support TipsJust as a Captain ensures a ship’s cargo remains safe and secure, nonprofits must prioritize the careful management of confidential donor information, volunteer details, and program data to maintain trust and compliance. Fortunately, Salesforce provides a treasure chest of powerful tools to help nonprofits safeguard their data effectively. Join us on this voyage as we… Read More
Salesforce for Donor Relationship Cultivation September 5, 2023 by Andrew Wainacht Thinking in: SalesforceYou already know building deep connections with donors is more than a transaction —it’s about cultivating trust and fostering real relationships. In a time where we are all inundated with ads and emails, folks who feel understood and valued are more likely to become long-term supporters of your cause. An effective way to foster this… Read More
Nonprofit Salesforce Administrator Overwhelm: The Prevention Guide August 2, 2023 by Andrew Wainacht Thinking in: Salesforce, Support TipsSalesforce administrators play a critical role in ensuring the smooth and effective functioning of the Salesforce platform within an organization. As the backbone of the CRM implementation, admins are responsible for customization, maintenance, data integrity, and user support. All of these responsibilities can feel overwhelming at times, but having the appropriate tools and processes in… Read More
A Nonprofit Technology Mindset to Drive Impact July 3, 2023 by Andrew Wainacht Thinking in: Non Profit Tips, StrategyTechnology has the potential to greatly enhance the way nonprofits operate, enabling them to scale their mission and reach more people than ever before. However, effectively using these tools for greater impact requires more than just buying the latest and greatest apps and gadgets. It demands a shift in mindset and a careful consideration of… Read More
User Experience for Nonprofits: 5 Tips for Improvement May 30, 2023 by Andrew Wainacht Thinking in: Design, StrategyIf your organization has invested in technologies like a CRM, member management system, or website, you understand the critical role these tools can play in building meaningful relationships with donors, volunteers, and stakeholders. However, to truly harness the power of technology, it’s essential to focus on improving the user experience for nonprofits. Technology is a… Read More
Nonprofit Center of Excellence for Technology April 28, 2023 by Andrew Wainacht Thinking in: Non Profit Tips, StrategyNonprofit organizations, like any business, are increasingly relying on technologies like CRMs to carry out their missions and achieve their goals. From fundraising to program management, technology plays a crucial role in helping nonprofits more effectively engage with their constituents and execute on their missions. Managing that technology however can be a daunting task for… Read More
