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 Data Collection: Outlining the Story May 4, 2023 by Kristen Beireis Thinking in: CRM/AMS, Salesforce, StrategyBefore you write a story, it’s a good idea to create an outline so you can see how the structure comes together and elaborate from there. The same applies to the stories you tell through data collection in nonprofit organizations. First you need a story concept, then you can create an outline with all the… Read More
Nonprofit Salesforce Data Management March 1, 2023 by Allie Tabberer Thinking in: CRM/AMS, SalesforceSalesforce holds donor data, volunteer data, contacts, and the tracking data from programs. Decisions are made, trends are acted on, and processes are created based on this data. That’s why it’s important your nonprofit Salesforce data management is optimized. Let’s say it was discovered that a list of names wasn’t assigned to the appropriate place.… 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
IT Solutions for Nonprofits – Why engage with a managed service provider? December 4, 2022 by admin Thinking in: CRM/AMS, Strategy, Support TipsA 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, StrategyDo 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/AMSYour 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, StrategyThere 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, StrategyIf 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 TipsMany 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, SalesforceAre 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, StrategyAnyone 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
