Tracking Events for Nonprofit Salesforce Campaigns October 1, 2024 by Kristen Beireis Thinking in: Salesforce, Support TipsNonprofits using Salesforce’s NPSP as their primary CRM have a valuable tool at their disposal – sometimes more valuable than they even realize! We’ve found many organizations keep using spreadsheets for managing work when they could be using Salesforce instead. Here’s one example: Nonprofit Salesforce campaigns can act as a centralized hub for all your… Read More
Evaluating Technology for Successful Year-End Giving Campaigns September 26, 2024 by Kristen Beireis Thinking in: Non Profit Tips, StrategyAs your nonprofit prepares for its year end giving campaign, it’s essential to assess your technology infrastructure in advance. The right tools can streamline your fundraising efforts, enhance donor engagement, and ultimately help reach your goals. Running successful year-end giving campaigns, learning from past experience. Take a look at what worked well in other campaigns,… Read More
Nonprofit Strategic Planning and Technology August 29, 2024 by Kristen Beireis Thinking in: Non Profit Tips, StrategyNonprofit strategic planning is a big part of planning for the future of your organization. It’s common to think about mission, vision, general operations, increasing donations, and so forth. What is often overlooked in a strategic plan is technology, leaving too many organizations scrambling for funds with a short deadline and trying to replace or… Read More
Supercharge Your Nonprofit Salesforce with a Center of Excellence July 30, 2024 by Kristen Beireis Thinking in: SalesforceAs a nonprofit, your CRM is crucial for donor management, fundraising, and more. Keeping it running smoothly is more important than ever, but who has the time and budget for a whole team of technology experts? Good news: you can supercharge your nonprofit Salesforce by creating a lean, effective Center of Excellence even with limited… Read More
The Role of Leadership in Nonprofit Technology July 25, 2024 by Kristen Beireis Thinking in: Non Profit Tips, StrategyPreviously, we shared the importance of having a Center of Excellence (CoE) to oversee your nonprofit’s technology. Including leadership in nonprofit technology through this “committee” is a key to the ROI on any technology investment. It’s a common refrain: “I don’t do technology.” But the truth is everyone in your organization uses it in some… Read More
Nonprofit Database Management is More than Just Knowing Technology June 21, 2024 by Kristen Beireis Thinking in: CRM/AMS, Non Profit Tips, StrategyWhen you think about nonprofit database management, what do you think of? Your mind probably jumps to questions of what platform is involved, and what technical skills the admin has. We talk a lot about the importance of choosing the right technology systems for your nonprofit, but once the tool is selected: The most important… Read More
Resistance to Change in Nonprofit Technology: 6 Tips for Leadership Success April 2, 2024 by Kristen Beireis Thinking in: Non Profit Tips, StrategyTransitioning to a new technology platform can be a daunting task for any organization, but for nonprofits, it can feel especially disruptive. Many staff members, particularly those accustomed to established systems, may show resistance to change. This hesitation can slow down the adoption process and hinder the full potential of the new system. As a… Read More
Boosting Nonprofit CRM Adoption at Your Organization March 29, 2024 by Kristen Beireis Thinking in: CRM/AMS, StrategyYou’ve invested in your CRM to streamline your nonprofit’s operations and help better execute on your mission. Great! But if your team is hesitant to use the system consistently, those benefits will remain out of reach. If that sounds familiar, don’t worry — you’re not alone! Let’s take a look at some common CRM roadblocks… Read More
Nonprofit System Backups: Create a Fortress March 5, 2024 by Kristen Beireis Thinking in: Non Profit Tips, StrategyThe last thing any nonprofit wants is lost donor data, fundraising campaigns grinding to a halt, and the website going dark. Of course, these disasters can be minimized when you have backups in place. Last month, we shared a roundup of policies and processes you’ll want to make sure are in place. This month, let’s… Read More
Imminent Changes Impacting Email Deliverability February 1, 2024 by Kristen Beireis Thinking in: Support TipsEmail Deliverability Changes in 2024 It’s here! Today is the day Google and Yahoo have made email deliverability changes all nonprofits need to pay attention to. Sending email through your CRM or an Email provider such as MailChimp or Constant Contact, now requires some extra settings. Whether your organization sends 5000 messages a day to… Read More
Nonprofit Technology Policies and Processes: Increasing Security, Long-Term Budget Planning, and Longevity January 29, 2024 by Kristen Beireis Thinking in: StrategyEvery person in a nonprofit interacts with technology on a daily basis, no matter their role. Do you have clear processes and policies in place to guide the usage of technology in your nonprofit? You (hopefully!) follow a set of processes and policies for your mission-oriented work: your “standard operating procedures” for programs, volunteer management,… Read More
Five Nonprofit Technology Project Management Hacks to Stay On Time and On Budget December 6, 2023 by Kristen Beireis Thinking in: Non Profit Tips, StrategyWe’ve discussed the four most important tips for planning ahead to create a smooth ride for nonprofit project management. Your implementation team has the roadmap in their head, knows the general path, and guides the experience, but there are so many ways to get to your destination. It’s important that you, as the Project Manager,… Read More