Nonprofits Using Salesforce: Tips to Improve User Experience June 1, 2023 by Paul Keogan Thinking in: CRM/AMS, SalesforceObviously we’re big fans of Salesforce as a tool for nonprofits! We’ve seen how it can help organizations get a handle on their data and simplify day to day tasks. Most organizations we work with tend to focus on the basic requirements, making sure everyone has access and knows how to do tasks necessary for… Read More
Nonprofit Open Source Systems. Are They Really Free? January 28, 2023 by Paul Keogan Thinking in: CMS/Websites, CRM/AMS, StrategyIt’s enticing to think about having a free CRM or website, especially for nonprofit organizations that have other places they’d rather spend their donor or grant dollars. If that’s what you’re after, are open source systems the way to go? Well, maybe! The biggest misconception about open source systems is that they’re free to use.… Read More
Quiz: How Can You Improve Your Digital Experience? August 6, 2021 by Paul Keogan Thinking in: Non Profit TipsWhen it comes to supporting the many goals of your nonprofit, no one element is as important as your overall digital experience. A high-performing website can help you better engage with your constituents, drive the actions that are most important to your nonprofit, and support your overarching mission. How does your site measure up, and… Read More
How to Create A Nonprofit Mission Delivery Platform July 29, 2021 by Paul Keogan Thinking in: CMS/Websites, Non Profit Tips, StrategyWhen your website and CRM are integrated seamlessly, they magnify the impact of your mission, transform your constituent experience, and empower your team. Once you see how technology can help advance your mission, you’ll never look back. Utilizing the right tools, in the right way, will set your organization up for success for years to… Read More
Creating a Mission Delivery Platform – Video July 19, 2021 by Paul Keogan Thinking in: CMS/Websites, Design, StrategyIs your website serving as a true “mission delivery platform” for your nonprofit? In this video, Paul Keogan, Founder and CEO of BackOffice Thinking, shares how to make sure your digital experience is successfully engaging your audience. To learn more about how to make sure your digital experience helps deliver on your mission, check out… Read More
4 Signs Your Nonprofit is Ready for a Digital Transformation June 22, 2021 by Paul Keogan Thinking in: Design, Non Profit TipsAre you working with outdated digital systems and technologies that cause unnecessary pain and frustration? Is your nonprofit ready for a digital transformation?
Gift Entry – There are many options. Which is right for you? May 28, 2019 by Paul Keogan Thinking in: CRM/AMS, Salesforce, StrategySalesforce’s NonProfit Success Pack (NPSP) gift entry and payment flexibility was certainly not a strength a few years ago, but NPSP has come a long way over the past few years. We thought it would be good to provide an update. This tip is going to focus on traditional gift (check) entry. If you’re interested… Read More
Using Cross Filters on Reports April 25, 2019 by Paul Keogan Thinking in: CRM/AMS, SalesforceHave you ever had a need to search for something that hasn’t happened or doesn’t exist in Salesforce? Try cross filters. Here’s how.
Big Increase in Salesforce Data Storage Limits February 14, 2019 by Paul Keogan Thinking in: CRM/AMS, SalesforceWith Salesforce’s Spring 2019 release, the base data storage limit is increasing from 1 GB to 10 GB. Up until now, many nonprofits needed to be careful about their data storage limits and several of our clients needed to purchase additional data storage, so if you have purchased additional data storage, please check with your… Read More
Who makes the best nonprofit CRM Administrator? See our Job Description December 6, 2016 by Paul Keogan Thinking in: CRM/AMS, Non Profit TipsI am often asked by our clients to help with hiring a CRM administrator. What type of person makes the best admin? It’s not a developer or technologist, its a customer focused, curious analyst! Although every nonprofit CRM and organization has specific needs, I’ve found the job description below to be helpful as a starting… Read More
