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
Boosting Nonprofit CRM Adoption at Your Organization March 29, 2024 by Kristen Beireis Thinking in: CRM/AMS, StrategyYou’ve invested in your CRM to streamline your nonprofit’s operations and help better execute on your mission. Great! But if your team is hesitant to use the system consistently, those benefits will remain out of reach. If that sounds familiar, don’t worry — you’re not alone! Let’s take a look at some common CRM roadblocks… Read More
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 Salesforce Updates for 2024! January 2, 2024 by Andrew Wainacht Thinking in: SalesforceAs the new year unfolds, Salesforce is gearing up to roll out changes and enhancements that will make your CRM experience more secure and up to date. Put your thinking cap on as we dive into the deeper technical aspects of what these changes mean for your organization. Here’s a quick peek at some of… 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
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
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
Salesforce for Donor Relationship Cultivation September 5, 2023 by Andrew Wainacht Thinking in: SalesforceYou already know building deep connections with donors is more than a transaction —it’s about cultivating trust and fostering real relationships. In a time where we are all inundated with ads and emails, folks who feel understood and valued are more likely to become long-term supporters of your cause. An effective way to foster this… 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
Nonprofits Using Salesforce: Tips to Improve User Experience June 1, 2023 by Paul Keogan Thinking in: CRM/AMS, SalesforceObviously we’re big fans of Salesforce as a tool for nonprofits! We’ve seen how it can help organizations get a handle on their data and simplify day to day tasks. Most organizations we work with tend to focus on the basic requirements, making sure everyone has access and knows how to do tasks necessary for… Read More
User Experience for Nonprofits: 5 Tips for Improvement May 30, 2023 by Andrew Wainacht Thinking in: Design, StrategyIf your organization has invested in technologies like a CRM, member management system, or website, you understand the critical role these tools can play in building meaningful relationships with donors, volunteers, and stakeholders. However, to truly harness the power of technology, it’s essential to focus on improving the user experience for nonprofits. Technology is a… Read More
