• Skip to primary navigation
  • Skip to main content
  • Skip to footer
BackOffice Thinking logo

BackOffice Thinking

We make it easier for you to make a difference.

Show Search
Hide Search
Mobile
  • Who We Help
        • Technologies that ease staff processes, make reporting more effective, and drive engagement.

        • Increase member engagement with effective technology solutions.

        • Powerful solutions bringing all land trust activities together for success.

        • Drive engagement with solutions connecting visitor management to your workflow.

        • Nonprofits
        • Associations
        • Land Trusts
        • Museums and Gardens
  • How We Help
        • Harness the power of your data to operate more effectively, efficiently, and intelligently.

        • Solid digital experiences that drive action are the difference between good and great results.

        • A trusted partner to help develop and navigate your technology roadmap.

        • Your starting point for getting unstuck.

        • Connected systems mean more time for staff to interact with constituents.

        • CRM / Database Management
        • Website Design
        • Technology Assessment
        • Ongoing Support
        • Systems Integration
  • Technologies
        • Feature-rich and ultra-flexible open-source CRM.

        • A powerful CMS platform for a sophisticated and savvy site.

        • An affordable CRM solution with best-in-class features.

        • Technology for nonprofits built on the top enterprise CRM.

        • The most popular CMS with a user-friendly backend.

        • The best Salesforce app for Land Trusts, built by yours truly.

        • CiviCRM Implementation & Support
        • Drupal
        • Neon One
        • Salesforce
        • WordPress
        • LOCATE
  • Resources
        • Successful client snapshots.

        • Topical insights on nonprofits and technology.

        • Our Work
        • Our Thinking
  • About
        • People passionate about the transformative power of technology for nonprofits.

        • Work with a team of thinkers who are passionate about nonprofits.

        • Technology experts well versed in the complexities of nonprofits.

        • Meet Our Team
        • Careers
        • About Us
  • Contact Us
  • Get Support
Blog / CRM/AMS

CRM/AMS

Nonprofit Website Engagement through Data Storytelling

February 4, 2025 by Paul Keogan Thinking in: CMS/Websites, CRM/AMS, Strategy

Nonprofit Website Engagement Data Storytelling

Nonprofit organizations are increasingly recognizing the power of data to tell compelling stories and engage website visitors. While many organizations rely on text-based narratives, data can strengthen your message and allow you to more effectively communicate your mission and achievements. Does your nonprofit website engagement strategy include data in stories? Integrating Data for a Holistic… Read More

Salesforce Workflow & Process Builder End-of-Life

January 6, 2025 by Andrew Wainacht Thinking in: CRM/AMS, Salesforce

As of December 2025, Salesforce will officially sunset its Workflow and Process Builder tools in favor of the newer automation tool, Flow. Nonprofits will need a plan to migrate or rebuild their older automations in the new tool. This post guides you through the process, ensuring a smooth transition and unlocking the full potential of… Read More

Nonprofits Proactive with Salesforce Now, Save Time Later

December 2, 2024 by Andrew Wainacht Thinking in: CRM/AMS, Salesforce, Support Tips

nonprofits proactive with salesforce planning ahead

Is Salesforce consuming your time or freeing it up? If you feel like it’s weighing you down, perhaps I can convince you that spending a little time up front with Salesforce will help you gain a lot more time later. Used proactively, Salesforce can be a powerful tool to automate tasks, create efficient workflows, and… Read More

Nonprofit Database Management is More than Just Knowing Technology

June 21, 2024 by Kristen Beireis Thinking in: CRM/AMS, Non Profit Tips, Strategy

Nonprofit Database Management Happy Team

When 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

Beyond the Basics: Nonprofit fundraising with Salesforce AppExchange Apps

May 28, 2024 by Andrew Wainacht Thinking in: CRM/AMS, Support Tips

Salesforce logo

Salesforce Nonprofit Cloud, with its Nonprofit Success Pack (NPSP) at its core, is a robust CRM foundation for nonprofits. However, to truly maximize your fundraising potential, consider these powerful third-party applications available on the Salesforce AppExchange. Fundraising Apps for Salesforce These apps seamlessly integrate with Salesforce, enhancing various aspects of donor management, communication, and overall… Read More

AI for Nonprofits: What You Need to Know About Fundraising AI

May 23, 2024 by Paul Keogan Thinking in: CRM/AMS, Strategy, Support Tips

AI for Nonprofits

AI is certainly the hottest topic in conversations about technology this year. “Generative AI” tools like ChatGPT draw a lot of attention, for better or for worse – but AI technology goes beyond that. More and more nonprofit CRMs are adding AI features intended to assist development teams with enhanced data. Are the newest fundraising… Read More

Who makes the best nonprofit CRM Administrator? See our Job Description

May 2, 2024 by Paul Keogan Thinking in: CRM/AMS, Non Profit Tips

I am often asked by our clients to help with hiring a CRM Administrator.   Who makes the best administrator? Is it a developer? or some sort of technologist? Actually, it’s neither. The best person for the job is a customer focused, curious business analyst! Although every nonprofit CRM and organization has specific needs, I’ve found… Read More

Boosting Nonprofit CRM Adoption at Your Organization

March 29, 2024 by Kristen Beireis Thinking in: CRM/AMS, Strategy

Nonprofit CRM Adoption Challenge

You’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 Technology Trends for 2024

January 1, 2024 by Paul Keogan Thinking in: CMS/Websites, CRM/AMS, Strategy, Support Tips

Nonprofit Technology Trends for 2024

Every year, we keep an eye on nonprofit technology trends in order to provide the best recommendations and provide high quality support to our clients. In 2023, we saw robust CRM systems come into the market with an array of robust features including built-in websites. In 2024, we’re going to see more of these options… Read More

The Secret to Building Amazing Donation Pages

December 4, 2023 by admin Thinking in: CRM/AMS, Strategy

Man looking at donation pages on smart phone.

A guest post by our partners at Neon One If you google anything related to donation page optimization, you’ll find tons of results. There will be articles on donation page experiments, optimization best practices, step-by-step guides on how to set up a donation form, and lots more. All of those resources are valuable. But every… Read More

Increase Your Nonprofit Impact: Integrating Websites with Salesforce

October 30, 2023 by Andrew Wainacht Thinking in: CRM/AMS, Salesforce, Support Tips

Trending Upward: Increase Nonprofit Impact

When 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

Year-End Fundraising Campaigns: The Missing Piece

October 26, 2023 by Kristen Beireis Thinking in: CMS/Websites, CRM/AMS, Non Profit Tips, Strategy, Support Tips

Missing Piece of the Year-End Fundraising Campaign

Giving Tuesday and year-end fundraising campaigns are almost upon us – are your technology systems prepared? Have you ever worked on a big jigsaw puzzle, and just when you’re about to complete the picture, you discover the final piece is missing? Oh, the aggravation of being left with that one little gap in the center,… Read More

  • Go to page 1
  • Go to page 2
  • Go to page 3
  • Interim pages omitted …
  • Go to page 6
  • Go to Next Page »

Footer

Address

129 S. High Street
West Chester, PA 19382

Phone

610-709-6570

Connect with us

  • LinkedIn
  • X
  • Facebook
  • RSS
  • Our Solutions
    • CRM / Database Management
    • Website Design
    • Systems Integration
    • Technology Assessment
    • Ongoing Support
  • Resources
    • Our Thinking
    • Our Work
  • About Us
    • Meet Our Team
    • Careers
    • Privacy Policy

Get in Touch

Get Our News

BackOffice Thinking logo

Copyright © 2006 - 2025 BackOffice Thinking LLC. All Rights Reserved.

Copyright © 2025 · BOT Custom on Genesis Framework · WordPress · Log in

We are using cookies to give you the best experience on our website.

You can find out more about which cookies we are using or switch them off in .

BackOffice Thinking
Powered by  GDPR Cookie Compliance
Privacy Overview

This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.

Strictly Necessary Cookies

Strictly Necessary Cookie should be enabled at all times so that we can save your preferences for cookie settings.

If you disable this cookie, we will not be able to save your preferences. This means that every time you visit this website you will need to enable or disable cookies again.