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
A Nonprofit Technology Adventure: Taming the Digital Wilderness July 31, 2023 by Kristen Beireis Thinking in: Non Profit Tips, StrategyNavigating the vast amount of nonprofit technology options can sometimes feel like trekking through a dense jungle. Fear not! Let us guide you on a nonprofit technology adventure through this digital wilderness, so you can find the right systems to enhance engagement, impact, and efficiency. Embrace the Unpredictable Jungle Think of you and your team… Read More
Nonprofit Technology Committee: A Strategy for Long-Term Efficiency & Effectiveness July 5, 2023 by Kristen Beireis Thinking in: Non Profit Tips, StrategyWho holds the big picture of your nonprofits’ technology environment? Are there different people in charge of your CRM, CMS, volunteer, financial, and ticketing systems? Do they meet regularly to talk about the different technologies they administrate? There comes a point in the life of many growing nonprofits where the short-term strategies of disparate technology… Read More
A Nonprofit Technology Mindset to Drive Impact July 3, 2023 by Andrew Wainacht Thinking in: Non Profit Tips, StrategyTechnology has the potential to greatly enhance the way nonprofits operate, enabling them to scale their mission and reach more people than ever before. However, effectively using these tools for greater impact requires more than just buying the latest and greatest apps and gadgets. It demands a shift in mindset and a careful consideration of… 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
Nonprofit Data Collection: Outlining the Story May 4, 2023 by Kristen Beireis Thinking in: CRM/AMS, Salesforce, StrategyBefore you write a story, it’s a good idea to create an outline so you can see how the structure comes together and elaborate from there. The same applies to the stories you tell through data collection in nonprofit organizations. First you need a story concept, then you can create an outline with all the… Read More
Nonprofit Website Stories By Design May 1, 2023 by Brad DeForest Thinking in: CMS/WebsitesWhen most nonprofits think about telling their stories through website design, they usually think of navigation and the content of the site. While navigation and content are important for telling visitors about the organization, and the “About” page should be easily found, most visitors just want to find something useful to them when they first… Read More
Nonprofit Center of Excellence for Technology April 28, 2023 by Andrew Wainacht Thinking in: Non Profit Tips, StrategyNonprofit organizations, like any business, are increasingly relying on technologies like CRMs to carry out their missions and achieve their goals. From fundraising to program management, technology plays a crucial role in helping nonprofits more effectively engage with their constituents and execute on their missions. Managing that technology however can be a daunting task for… 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 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
