Nonprofit Salesforce Admin: It’s Ok to Ask for Help! January 31, 2024 by Andrew Wainacht Thinking in: Non Profit Tips, StrategyManaging a powerful platform like Salesforce (or any other CRM) comes with a unique set of challenges and this is especially true in the resource strapped nonprofit space. As a Nonprofit CRM Admin, I’m sure you’re used to wearing many hats and employing a “get it done” attitude. You don’t have to go it alone.… Read More
Nonprofit Technology Policies and Processes: Increasing Security, Long-Term Budget Planning, and Longevity January 29, 2024 by Kristen Beireis Thinking in: StrategyEvery person in a nonprofit interacts with technology on a daily basis, no matter their role. Do you have clear processes and policies in place to guide the usage of technology in your nonprofit? You (hopefully!) follow a set of processes and policies for your mission-oriented work: your “standard operating procedures” for programs, volunteer management,… 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
Five Nonprofit Technology Project Management Hacks to Stay On Time and On Budget December 6, 2023 by Kristen Beireis Thinking in: Non Profit Tips, StrategyWe’ve discussed the four most important tips for planning ahead to create a smooth ride for nonprofit project management. Your implementation team has the roadmap in their head, knows the general path, and guides the experience, but there are so many ways to get to your destination. It’s important that you, as the Project Manager,… 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
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 Digital Security Policies September 27, 2023 by Kristen Beireis Thinking in: Non Profit Tips, StrategyIs your nonprofit’s digital security policy keeping you safe? Or is it hidden away, gathering dust? You can think of your organization’s digital security policies as the intricate threads of a spider’s web, crucial for both protection and efficiency. Much like how a spider’s web is strategically designed to collect food and offer shelter, nonprofit… 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
Strengthen Donor Trust Through Technology September 1, 2023 by Kristen Beireis Thinking in: Non Profit Tips, StrategyImagine going to an amusement park and you’re excited for a day of fun! The signage getting into the park is confusing and you spend 15 minutes just figuring out how to access the parking lot. As you approach the entrance, you can ALMOST read the name of the park over the entrance as the… Read More
