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Blog / CRM/AMS

CRM/AMS

Nonprofit Open Source Systems. Are They Really Free?

January 28, 2023 by Paul Keogan Thinking in: CMS/Websites, CRM/AMS, Strategy

Nonprofit Open Source Like A Kitten

It’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

IT Solutions for Nonprofits – Why engage with a managed service provider?

December 4, 2022 by admin Thinking in: CRM/AMS, Strategy, Support Tips

IT Solutions for nonprofits - Cloud Computing

A guest post by our partners at CloudScale 365. When you work for or manage a nonprofit organization, you are usually limited in resources and need to do multiple activities internally or by yourself. Often you need to fight IT challenges, which are vital for your organization’s success and security. Some of them are data… Read More

Scary Stories of Nonprofit Technology Projects

September 30, 2022 by Michelle Paul Thinking in: CMS/Websites, CRM/AMS, Non Profit Tips, Strategy

Scary Stories of Nonprofit Projects - Ghost Picture

Do you have scary stories of nonprofit technology projects from the past? Does it make the hair on your neck stand up every time you think about using a particular system? Are you terrified at the very idea of adding a new tech tool at your organization? How many nonprofits could sit around a campfire… Read More

CiviCRM Security for the Long-Term

September 1, 2022 by admin Thinking in: CRM/AMS

CiviCRM Security for the Long-Term when Updated

Your technology systems are comprised of many different software components, each with their own expected upgrade cadence.  These updates can be about adding new features or functionality, but often it’s more straightforward than that: Updates are released to address serious security risks! That means falling behind on updates is a risky proposition; even if things… Read More

Nonprofit Technology’s Storytelling Role: How Connected Technologies Make the Most Compelling Story

July 29, 2022 by Kristen Beireis Thinking in: CRM/AMS, Non Profit Tips, Strategy

Reading Statue

There are plenty of resources out there on the topic of how to write and share your nonprofit’s story effectively. It’s a crucial skill for anyone looking to increase donations, volunteers, and program services. What’s often overlooked is nonprofit technology’s role in this storytelling. The technology systems you choose can mean the difference between a… Read More

A Nonprofit System Administrator’s Key to Success is Trust-Building

June 28, 2022 by Kristen Beireis Thinking in: CMS/Websites, CRM/AMS, Non Profit Tips, Strategy

Nonprofit System Administrator Getting Help

If you’re reading this post, you probably play at least some part in managing your organization’s technology systems. No one can do this alone. You’ll need support and buy-in across the organization which requires a good amount of trust building. Here are 5 tips to help you get started building trust today. Tip #1: Curiosity… Read More

CiviCRM Functionality and Features Evaluation

June 1, 2022 by Lesley A. Carter Thinking in: CRM/AMS, Strategy, Support Tips

CiviCRM Contributions Menu

Many of us wander through our day not thinking too much about why we do routine tasks, whether they still work or if we might be able to save time with an adjustment or two. Life is busy, so we just do it. Then down the line we find out that because of our routine… Read More

Salesforce Password Security Practices

April 28, 2022 by Ever Rucker Thinking in: CRM/AMS, Salesforce

Salesforce Password Security Setup

Are you still recycling passwords you’ve used before, sharing the same password for multiple accounts, or writing passwords on post-it notes? If so, you’re not alone… but it’s time to break the habit! All of these behaviors can make your Salesforce environment vulnerable, so there’s no time like the present to ramp up your best… Read More

Proactive Cybersecurity Action for Your Website and CiviCRM

April 26, 2022 by Linda Wu Pagano Thinking in: CMS/Websites, CRM/AMS, Strategy

proactive nonprofit cybersecurity

Anyone who owns a home finds themselves doing some kind of maintenance. Tuning up the heating & air conditioning, cleaning off the siding, replacing roof tiles that come off in storms, and more. We all know that keeping up with these ongoing tasks helps prevent bigger problems later. It’s exactly the same when it comes… Read More

Salesforce Global Action for Hope

April 4, 2022 by Allie Tabberer Thinking in: CRM/AMS, Salesforce

Salesforce Global Action List

Have you ever been working in Salesforce and run into an annoying problem you’d like to see changed? What about that one process you keep doing that seems like it should be way easier than it is? Do you lose hope because you think there’s just no way to change it or make it better?… Read More

Connected Islands: A Story of Nonprofit Opportunity

February 25, 2022 by Dave Schafer Thinking in: CRM/AMS, Non Profit Tips

nonprofit discconected islands

With people in the field, and remote work causing staff to be more spread out, it’s imperative nonprofits have connected systems. Over the years, nonprofits collect different technologies for different departments. As part of the everyday busy-ness of nonprofits, staff and volunteers are responsible for collecting data. It’s as if each department is gathering data… Read More

From Manual to Automatic: A Nonprofit integration of CiviCRM & MobileCause

February 23, 2022 by Kevin Stanek Thinking in: CRM/AMS, Strategy

Stick Shift - Manual nonprofit integration of civicrm and mobliecause

When we talk about manual vs. automatic, usually cars come to mind. A lot of people love a manual transmission because they feel more in control and they like the feeling of shifting gears. There’s just something about that rev of the engine that’s fun. When it comes to our technology systems, “manual” processes are… Read More

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