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
Connected Islands: A Story of Nonprofit Opportunity February 25, 2022 by Dave Schafer Thinking in: CRM/AMS, Non Profit TipsWith 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, StrategyWhen 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
CiviCRM Flags of Importance February 2, 2022 by Lesley A. Carter Thinking in: CRM/AMS, DesignHave you ever looked at your summary screen in CiviCRM and wondered where a donor is in the cycle? Do you want to know, at a quick glance, the status of a member? We have a small, easy, dream come true, enhancement just for you. You can include global CiviCRM flags of importance for everyone.… Read More
Nonprofit Tech Time Waster or Saver? January 10, 2022 by Kristen Beireis Thinking in: CRM/AMSEvery day, there are way too many nonprofit professionals staring at their computer screens for hours on end. Are you one of them? Clicks with different times in a pile. Technology is a necessary piece of infrastructure for any nonprofit. It can be a wonderful time saver. It can also become a big time waster.… Read More
Connecting CiviCRM to Trackers and Data Tools (guest post by Harlem Lacrosse) October 22, 2021 by Lesley A. Carter Thinking in: CRM/AMS[We’re delighted to present this guest post by Jill Rodde, Chief Operating Officer at Harlem Lacrosse. Jill came up with a great solution for getting her team more engaged with their CiviCRM database, and we suggested sharing it here for other organizations to consider adopting. Enjoy!] While Civi is our system of record for all… Read More
CiviCRM Tips for Your Year End Receipts and Letters for Donors December 10, 2019 by Lesley A. Carter Thinking in: CRM/AMSAh, year end… that magical time of snow, holidays, way too much to eat, and, oh yes, year end receipts and letters for donors. This can be one of the most onerous and time-consuming tasks of the year, but thankfully CiviCRM offers some ways to make it a bit easier. Here are some of our… Read More
Using Mosaico vs Mailchimp with CiviCRM November 21, 2019 by Brent Delperdang Thinking in: CRM/AMSDo you use CiviCRM as your email database? This article is for you. Many of our clients using CiviCRM have switched to using Mosaico in order to leverage the power of their CiviCRM database for their email mailings. Mosaico most commonly gets compared with MailChimp, because they both have a visual drag and drop interface.… Read More
Importing CiviCRM Contributions October 16, 2019 by Lesley A. Carter Thinking in: CRM/AMSWe get questions about importing contributions fairly often, so we thought we’d walk you through the steps we typically follow to ensure that the contributions are a) imported correctly and b) attached to the correct contacts. Does it take a bit longer? Perhaps – but we believe accuracy is well worth the few extra steps.… Read More
Tired of Pasting Emails Into CiviCRM? There Are Tools for That! July 7, 2019 by Lesley A. Carter Thinking in: CRM/AMSOne of the benefits of having a CRM is the ability to see and track engagement in a wide variety of ways – contributions, bulk mailings opened, registrations for events, and so forth. CiviCRM also provides the ability to track direct ‘touches’ with constituents via activities, and I know a lot of you use Civi’s… Read More
Is your Nonprofit Organization considering a Mobile App? February 13, 2018 by Brad DeForest Thinking in: CMS/Websites, CRM/AMS, Design, StrategyPerhaps your nonprofit wants to keep your constituents “in the loop” and updated on your organization’s latest efforts, impact stories, and events. Maybe you are doing that now using letters and newsletters through postal mail and emails. Perhaps you publish an annual report in PDF format or on your website. Maybe you even write regular… Read More
