Home

8 Questions to Help You Audit Those Database Automations

Whether it's your donor database, email marketing platform or other CRM - here are 7 questions to make sure those automated processes are serving your org. Read more...

Posted July 28, 2020 | Topics: CRM/Data

9 Nonprofit CRM Cleanup Projects to Tackle This Summer

Got some down time? Here are all the database projects we admins rarely have the time for, but that go along way in making our CRM & tech systems better. Read more...

Posted July 21, 2020 | Topics: CRM/Data

How can fundraisers & database managers best work together?

This week, I teamed up with prospect researcher Joan Ogwumike to share tips on what what makes for a great fundraiser/database manager working relationship. Check Read more...

Posted July 16, 2020 | Topics: Productivity

How to Set Up a Naming Convention for Your Nonprofit CRM

When staff are entering lots of data into your CRM system, a good naming convention is a must for certain records. Here's how to go about creating one. Read more...

Posted July 14, 2020 | Topics: CRM/Data

2 Tricks for Better Looking Google Sheets (in under 3 minutes)

If you've ever spent too much time trying to make a Google Sheet look nice, be it for your director or a board meeting....then this Read more...

Posted June 30, 2020 | Topics: Spreadsheets

Why You Should Use Salesforce Sandboxes (& How to Start)

Sandboxes are a must-know for any Salesforce Admin, in any sector. Here's the short version of why you should use them and how to start. Read more...

Posted June 23, 2020 | Topics: Salesforce

How to Create a User Manual For Your Database (7 Steps)

End-user documentation is an important, albeit daunting, task for any database professional. Here are some tipsto help you get started. Read more...

Posted May 27, 2020 | Topics: CRM/Data
1 2 3 8