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
Salesforce Global Action for Hope April 4, 2022 by Allie Tabberer Thinking in: CRM/AMS, SalesforceHave 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 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
We ♥ Engagement Plans January 28, 2022 by Justin Gilmore Thinking in: CRM/AMS, Salesforce, StrategyPlanning an engagement? This Valentine’s Day, take a moment to show some love to your own process and constituents by exploring Engagement Plans, a Salesforce Nonprofit Success Pack feature. Engagement Plans allow you to easily and efficiently create a series of multiple tasks related to a process. Engagement Plans are great for any process that… Read More
