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
Increase Your Nonprofit Impact: Integrating Websites with Salesforce October 30, 2023 by Andrew Wainacht Thinking in: CRM/AMS, Salesforce, Support TipsWhen your individual technologies are working for you independently, but you’re manually exporting/importing data or having to log in into multiple systems for one process, it’s time to look at integrations. Your payment software could be automatically sharing contact information with Salesforce. Your volunteers could have a place on your website to track their time… 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 Data Security: A Comprehensive Guide to Safeguarding Your Salesforce Data October 3, 2023 by Andrew Wainacht Thinking in: CRM/AMS, Salesforce, Support TipsJust as a Captain ensures a ship’s cargo remains safe and secure, nonprofits must prioritize the careful management of confidential donor information, volunteer details, and program data to maintain trust and compliance. Fortunately, Salesforce provides a treasure chest of powerful tools to help nonprofits safeguard their data effectively. Join us on this voyage as we… Read More
Nonprofit Salesforce Administrator Overwhelm: The Prevention Guide August 2, 2023 by Andrew Wainacht Thinking in: Salesforce, Support TipsSalesforce administrators play a critical role in ensuring the smooth and effective functioning of the Salesforce platform within an organization. As the backbone of the CRM implementation, admins are responsible for customization, maintenance, data integrity, and user support. All of these responsibilities can feel overwhelming at times, but having the appropriate tools and processes in… Read More
