Salesforce Backup Plans and Backups: Succession Planning for Your Salesforce Administrator March 6, 2024 by Andrew Wainacht Thinking in: Salesforce, StrategyA Salesforce administrator holds a uniquely powerful position within your organization. They’re the architects of your CRM, responsible for maintaining, customizing, and optimizing what is likely your nonprofit’s most valuable asset – your data. So, what happens if your beloved admin wins the lottery, retires, or simply moves on? Does your organization have Salesforce backup… Read More
Nonprofit System Backups: Create a Fortress March 5, 2024 by Kristen Beireis Thinking in: Non Profit Tips, StrategyThe last thing any nonprofit wants is lost donor data, fundraising campaigns grinding to a halt, and the website going dark. Of course, these disasters can be minimized when you have backups in place. Last month, we shared a roundup of policies and processes you’ll want to make sure are in place. This month, let’s… Read More
Nonprofit Salesforce Admin: It’s Ok to Ask for Help! January 31, 2024 by Andrew Wainacht Thinking in: Non Profit Tips, StrategyManaging a powerful platform like Salesforce (or any other CRM) comes with a unique set of challenges and this is especially true in the resource strapped nonprofit space. As a Nonprofit CRM Admin, I’m sure you’re used to wearing many hats and employing a “get it done” attitude. You don’t have to go it alone.… Read More
Nonprofit Technology Policies and Processes: Increasing Security, Long-Term Budget Planning, and Longevity January 29, 2024 by Kristen Beireis Thinking in: StrategyEvery person in a nonprofit interacts with technology on a daily basis, no matter their role. Do you have clear processes and policies in place to guide the usage of technology in your nonprofit? You (hopefully!) follow a set of processes and policies for your mission-oriented work: your “standard operating procedures” for programs, volunteer management,… Read More
Nonprofit Technology Trends for 2024 January 1, 2024 by Paul Keogan Thinking in: CMS/Websites, CRM/AMS, Strategy, Support TipsEvery 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
Five Nonprofit Technology Project Management Hacks to Stay On Time and On Budget December 6, 2023 by Kristen Beireis Thinking in: Non Profit Tips, StrategyWe’ve discussed the four most important tips for planning ahead to create a smooth ride for nonprofit project management. Your implementation team has the roadmap in their head, knows the general path, and guides the experience, but there are so many ways to get to your destination. It’s important that you, as the Project Manager,… Read More
The Secret to Building Amazing Donation Pages December 4, 2023 by admin Thinking in: CRM/AMS, StrategyA 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
Year-End Fundraising Campaigns: The Missing Piece October 26, 2023 by Kristen Beireis Thinking in: CMS/Websites, CRM/AMS, Non Profit Tips, Strategy, Support TipsGiving 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
Nonprofit Digital Security Policies September 27, 2023 by Kristen Beireis Thinking in: Non Profit Tips, StrategyIs your nonprofit’s digital security policy keeping you safe? Or is it hidden away, gathering dust? You can think of your organization’s digital security policies as the intricate threads of a spider’s web, crucial for both protection and efficiency. Much like how a spider’s web is strategically designed to collect food and offer shelter, nonprofit… Read More
Strengthen Donor Trust Through Technology September 1, 2023 by Kristen Beireis Thinking in: Non Profit Tips, StrategyImagine going to an amusement park and you’re excited for a day of fun! The signage getting into the park is confusing and you spend 15 minutes just figuring out how to access the parking lot. As you approach the entrance, you can ALMOST read the name of the park over the entrance as the… Read More
A Nonprofit Technology Adventure: Taming the Digital Wilderness July 31, 2023 by Kristen Beireis Thinking in: Non Profit Tips, StrategyNavigating the vast amount of nonprofit technology options can sometimes feel like trekking through a dense jungle. Fear not! Let us guide you on a nonprofit technology adventure through this digital wilderness, so you can find the right systems to enhance engagement, impact, and efficiency. Embrace the Unpredictable Jungle Think of you and your team… Read More
Nonprofit Technology Committee: A Strategy for Long-Term Efficiency & Effectiveness July 5, 2023 by Kristen Beireis Thinking in: Non Profit Tips, StrategyWho holds the big picture of your nonprofits’ technology environment? Are there different people in charge of your CRM, CMS, volunteer, financial, and ticketing systems? Do they meet regularly to talk about the different technologies they administrate? There comes a point in the life of many growing nonprofits where the short-term strategies of disparate technology… Read More
