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
Nonprofit Technology Tools That Are the Icing on the Cake April 3, 2023 by Kristen Beireis Thinking in: Support TipsWe are big advocates of making technology work better for nonprofits around here. While our consulting services tend to center on implementing and supporting larger systems like a CRM or website for our clients, we also geek out over the day-to-day apps and services that can augment those larger systems. You can think of these… Read More
Nonprofit Data Hygiene: Take Time Now, Save Time Later February 24, 2023 by admin Thinking in: Non Profit Tips, Strategy, Support TipsWritten By: Molly Riordan and Allie Tabberer Does your nonprofit practice good data hygiene? Just like brushing your teeth every day is a good way to prevent dental problems down the road, establishing good habits around data will help keep your technology systems healthy and functional. While overlooking good data hygiene might not cause cavities,… Read More
Nonprofit Password Management December 29, 2022 by Jeremy DeLong Thinking in: Strategy, Support TipsWhat does password management look like at your nonprofit organization? While you may have password setting policies in your systems (see our Salesforce password security tips here for ideas), do you know how your users are storing their login information? Are passwords saved in browsers, on physical notepads, and/or in shared documents? Is there even… Read More
Nonprofit Technology Processes: The Key To Maintaining Clean and Healthy Systems December 27, 2022 by Kristen Beireis Thinking in: Non Profit Tips, Support TipsHistorical records are important. When the people who experienced what’s been tried, adapted, and improved are no longer around for us to talk to, these records provide valuable information to learn from. We create delicious food by following the steps on a notecard with an old family recipe. Most great family recipes handed down have… Read More
Nonprofit System Administrator Role In the Technology Movie December 5, 2022 by Kristen Beireis Thinking in: Non Profit Tips, Strategy, Support TipsThis year has solidified just how crucial tech is and will be, long-term in nonprofits, and an Administrator is a necessity. Whether you are an “accidental administrator,” or an intentional one, you are the one who leads any technology project and maintains the system once it’s implemented. The nonprofit system administrator has a very important… Read More
IT Solutions for Nonprofits – Why engage with a managed service provider? December 4, 2022 by admin Thinking in: CRM/AMS, Strategy, Support TipsA guest post by our partners at CloudScale 365. When you work for or manage a nonprofit organization, you are usually limited in resources and need to do multiple activities internally or by yourself. Often you need to fight IT challenges, which are vital for your organization’s success and security. Some of them are data… Read More
Nonprofit Technology Project Management Tips for a Smooth Ride December 2, 2022 by Kristen Beireis Thinking in: Non Profit Tips, Strategy, Support TipsIt’s quite a trip to go down the road of getting a new website, CRM, or other system. All too often, nonprofit technology projects are like taking a cross-country road trip riding in an Indy 500 race car: driving into curves so fast the wheels come off the ground and screeching into turns as your… Read More
Shiny New Nonprofit Technology? Don’t Forget the Batteries! October 31, 2022 by Lesley A. Carter Thinking in: Non Profit Tips, Strategy, Support TipsAh, your organization has just upgraded to a shiny new nonprofit technology system. The staff has been learning how to use it, you’ve made sure everyone has access, and you’re excited to reap all the benefits this new system can offer. Once you’ve unwrapped the package and started playing, it’s easy to become so enamored… Read More
