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
Working with Leadership to Get Updated or New Nonprofit Software Needed October 28, 2024 by Kristen Beireis Thinking in: Non Profit Tips, StrategyTechnology is essential for nonprofits to operate efficiently and effectively. However, it can be challenging to get leadership on board with the need for updated or new nonprofit software. In this blog post, we will discuss some tips for working with leadership or your board to get the technology your nonprofit needs. 1. Identify the… 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
Evaluating Technology for Successful Year-End Giving Campaigns September 26, 2024 by Kristen Beireis Thinking in: Non Profit Tips, StrategyAs your nonprofit prepares for its year end giving campaign, it’s essential to assess your technology infrastructure in advance. The right tools can streamline your fundraising efforts, enhance donor engagement, and ultimately help reach your goals. Running successful year-end giving campaigns, learning from past experience. Take a look at what worked well in other campaigns,… 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
Nonprofit Strategic Planning and Technology August 29, 2024 by Kristen Beireis Thinking in: Non Profit Tips, StrategyNonprofit strategic planning is a big part of planning for the future of your organization. It’s common to think about mission, vision, general operations, increasing donations, and so forth. What is often overlooked in a strategic plan is technology, leaving too many organizations scrambling for funds with a short deadline and trying to replace or… Read More
Supercharge Your Nonprofit Salesforce with a Center of Excellence July 30, 2024 by Andrew Wainacht Thinking in: SalesforceAs a nonprofit, your CRM is crucial for donor management, fundraising, and more. Keeping it running smoothly is more important than ever, but who has the time and budget for a whole team of technology experts? Good news: you can supercharge your nonprofit Salesforce by creating a lean, effective Center of Excellence even with limited… Read More
The Role of Leadership in Nonprofit Technology July 25, 2024 by Kristen Beireis Thinking in: Non Profit Tips, StrategyPreviously, we shared the importance of having a Center of Excellence (CoE) to oversee your nonprofit’s technology. Including leadership in nonprofit technology through this “committee” is a key to the ROI on any technology investment. It’s a common refrain: “I don’t do technology.” But the truth is everyone in your organization uses it in some… 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
Nonprofit Database Management is More than Just Knowing Technology June 21, 2024 by Kristen Beireis Thinking in: CRM/AMS, Non Profit Tips, StrategyWhen you think about nonprofit database management, what do you think of? Your mind probably jumps to questions of what platform is involved, and what technical skills the admin has. We talk a lot about the importance of choosing the right technology systems for your nonprofit, but once the tool is selected: The most important… Read More
