Nonprofits Proactive with Salesforce Now, Save Time Later December 2, 2024 by Andrew Wainacht Thinking in: CRM/AMS, Salesforce, Support TipsIs Salesforce consuming your time or freeing it up? If you feel like it’s weighing you down, perhaps I can convince you that spending a little time up front with Salesforce will help you gain a lot more time later. Used proactively, Salesforce can be a powerful tool to automate tasks, create efficient workflows, and… Read More
2024 Year in Review: Proactive Strategies taken to Avoid Nonprofit Tech Time Bombs November 29, 2024 by Kristen Beireis Thinking in: Strategy, Support TipsNonprofit organizations are the backbone of our communities, working tirelessly to make a positive impact. But let’s face it, the relentless pace of technological change can often leave you feeling overwhelmed and behind. There were quite a few important measures our clients (and similar organizations) needed to take to avoid nonprofit tech “time bombs” this… Read More
Hello Salesforce Flow. Farewell Workflows and Process Builder. October 30, 2024 by Andrew Wainacht Thinking in: Salesforce, Support TipsAs Bob Dylan said, “The times they are a-changin.” Are you still relying on Workflow Rules and Process Builder to automate tasks in your nonprofit’s Salesforce org? (Hint: if you’re reading this you almost certainly are!) It’s time for a transition. Salesforce is retiring these trusty tools, but don’t worry – you’ve got time, help,… Read More
Tracking Events for Nonprofit Salesforce Campaigns October 1, 2024 by Andrew Wainacht Thinking in: Salesforce, Support TipsNonprofits using Salesforce’s NPSP as their primary CRM have a valuable tool at their disposal – sometimes more valuable than they even realize! We’ve found many organizations keep using spreadsheets for managing work when they could be using Salesforce instead. Here’s one example: Nonprofit Salesforce campaigns can act as a centralized hub for all your… Read More
Guide to Nonprofit Strategic Tech Selection: Aligning with Your Mission August 30, 2024 by Andrew Wainacht Thinking in: Strategy, Support TipsTechnology is no longer just a ‘nice-to-have’ for nonprofits; it’s an essential tool for achieving mission impact and organizational sustainability. However, nonprofits (more than anyone!) need to be strategic in aligning technology choices with their mission and goals. This ensures that every nonprofit strategic tech selection delivers maximum value and contributes to the organization’s overall… Read More
Safeguarding Your Nonprofit’s Salesforce Login Access: A Preparedness Guide for Administrators June 26, 2024 by Andrew Wainacht Thinking in: Salesforce, Strategy, Support TipsIt’s Monday morning, and you’re excited: You’re the Salesforce Admin for your nonprofit organization, and an hour from now, you’re running an onboarding session with a new hire. You open your browser to sign in and get ready for training. You fill in your usual credentials and hit enter. “Access denied.” Oops, that didn’t work.… Read More
Beyond the Basics: Nonprofit fundraising with Salesforce AppExchange Apps May 28, 2024 by Andrew Wainacht Thinking in: CRM/AMS, Support TipsSalesforce Nonprofit Cloud, with its Nonprofit Success Pack (NPSP) at its core, is a robust CRM foundation for nonprofits. However, to truly maximize your fundraising potential, consider these powerful third-party applications available on the Salesforce AppExchange. Fundraising Apps for Salesforce These apps seamlessly integrate with Salesforce, enhancing various aspects of donor management, communication, and overall… Read More
AI for Nonprofits: What You Need to Know About Fundraising AI May 23, 2024 by Paul Keogan Thinking in: CRM/AMS, Strategy, Support TipsAI is certainly the hottest topic in conversations about technology this year. “Generative AI” tools like ChatGPT draw a lot of attention, for better or for worse – but AI technology goes beyond that. More and more nonprofit CRMs are adding AI features intended to assist development teams with enhanced data. Are the newest fundraising… Read More
Don’t Lose Your Data! Prepare for Google Analytics UA End of Life for Nonprofits May 13, 2024 by Brad DeForest Thinking in: CMS/Websites, Support TipsAct Now, Nonprofits! Export Your Universal Analytics Data Before It’s Gone For many nonprofits, Google Universal Analytics (UA) has been a cornerstone of website traffic analysis. However, with the release of Google Analytics 4 (GA4) a crucial deadline is approaching: The week of July 1, 2024, access to your historical Universal Analytics (UA) website traffic… Read More
Essential Marketing Tools for Nonprofits on Salesforce: A Guide for Admins May 1, 2024 by Andrew Wainacht Thinking in: Salesforce, Support TipsNonprofits face the challenge of having to compete against large businesses for their constituents’ attention while often working with limited resources. The good news is that many of the same tools used by businesses are available to nonprofits on Salesforce as well – and often at a discounted price! Let’s take a look at these… Read More
Imminent Changes Impacting Email Deliverability February 1, 2024 by Kristen Beireis Thinking in: Support TipsEmail Deliverability Changes in 2024 It’s here! Today is the day Google and Yahoo have made email deliverability changes all nonprofits need to pay attention to. Sending email through your CRM or an Email provider such as MailChimp or Constant Contact, now requires some extra settings. Whether your organization sends 5000 messages a day to… 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
