Nonprofit Salesforce Data Management March 1, 2023 by Allie Tabberer Thinking in: CRM/AMS, SalesforceSalesforce holds donor data, volunteer data, contacts, and the tracking data from programs. Decisions are made, trends are acted on, and processes are created based on this data. That’s why it’s important your nonprofit Salesforce data management is optimized. Let’s say it was discovered that a list of names wasn’t assigned to the appropriate place.… Read More
Nonprofit Website Migration Lessons To Save Time, Money, & Headaches February 27, 2023 by Kristen Beireis Thinking in: CMS/WebsitesIt’s quite the investment for a nonprofit to get a shiny, new, website. At some point it needs to be done and hopefully, it will last a good long time so you don’t have to make that investment again in 2-3 years. Too often, we have seen nonprofits come to us sooner than they should… 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
Donor Portals Create a Personalized Digital Experience January 31, 2023 by Kristen Beireis Thinking in: CMS/Websites, Design, StrategyYou already know the value of having a well-designed website that leads people to take action. In this time of remote and hybrid work, people would rather save their face-to-face time for their friends and family. 35% of Americans say that “large gatherings, going out, and socializing” are less important since the pandemic (World Economic… Read More
Nonprofit Open Source Systems. Are They Really Free? January 28, 2023 by Paul Keogan Thinking in: CMS/Websites, CRM/AMS, StrategyIt’s enticing to think about having a free CRM or website, especially for nonprofit organizations that have other places they’d rather spend their donor or grant dollars. If that’s what you’re after, are open source systems the way to go? Well, maybe! The biggest misconception about open source systems is that they’re free to use.… Read More
Salesforce Data Tables Are Now Available in Flow January 2, 2023 by Tom Vance Thinking in: SalesforceWe are always keeping our eye out for new features that will make Salesforce better. Flow is now the tool for automations in Salesforce. Is your nonprofit working with Flow? In the winter release of Salesforce, a new feature has been added that you don’t want to miss. Data tables are now available in Flow.… 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
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
Nonprofit Programs Need Technology That Drives The Mission October 28, 2022 by Kristen Beireis Thinking in: Non Profit Tips, StrategyMost of my career has been in marketing where I had the opportunity to play with all sorts of online technologies from CRM’s, to websites, to autoresponders and more. Then I picked up my marketing skills and decided to put them to use for good in the nonprofit world. I had several jobs in Volunteer… Read More
Nightmare Salesforce Naming Conventions: So, What’s in a Name? October 2, 2022 by admin Thinking in: Salesforce, Support TipsWhen you hear the phrase “naming conventions,” you may think mostly about the technical implications – if you’re a nonprofit Salesforce Admin who’s ever relabeled a field in Setup, for example, you’ve seen the warning about how the change can impact merge templates. But how you name Objects, Fields, Flows, Profiles, Roles, Groups, List Views,… Read More
