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
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
