Category Archives: Data

9 Tips to Live By for Effective Nonprofit Data Management

There are few things I love more than spreadsheets and data. If this blog was any indication.

And what a good time to feel this way! Technology has opened up a world of possibilities when it comes to data and the sector. Organizations are in a great place to ask the tough questions, and start gathering the necessary pieces to form those answers.

However, that doesn’t make this easy. In fact, data can be a giant question-mark: how do we use it, what do we collect, and how do we keep it all organized?

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10 Signs Your Nonprofit is NOT Ready for Salesforce

Salesforce is a powerful tool. And if you’re tasked with implementing a new data system for your org, there are very good reasons why this might be the way to go.

But there are valid reasons to stay away, too.

My staff knows how much I love Salesforce. And as much as I wish every org could implement it without issue, that’s just not how it works! Your org needs to be in the right headspace to knock a Salesforce implementation out of the park. Take it from someone who’s experienced some of these issues firsthand: this isn’t the right tool for everyone. And that’s okay.

So, how can tell when Salesforce is just not the right fit? Check to see if any of these indicators are present before you commit your nonprofit to the Salesforce Ohana.

10 Valid Reasons NOT to Implement Salesforce

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10 Signs Your Nonprofit is Ready For Salesforce

Is Salesforce the right tool for my organization?

If you’re implementing a new CRM at your org, then this has likely crossed your mind. Platforms abound for nonprofits ready to track their constituent data, and Salesforce is no exception.

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5 Helpful Implementation Reminders for Your Org (via Salesforce)

“Don’t solve problems you don’t have.”

When it comes to tech implementations, truer words have never been spoken.
Today was the Salesforce World Tour, an annual expo-ish event hosted in several cities by the CRM powerhouse. There are product demos, keynote speakers, and mini-sessions all designed to leave attendees feeling curious and excited about what’s possible.

For current clients, it’s a chance to network & explore the different “clouds”. For those on the fence, it’s an accurate – if not dizzying – intro to the community you’re about to join. Plus, it’s free!

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20 Things Every Nonprofit Database Admin Can Understand (with GIFs)

Lucifer - We've all been there, right? Database-admin

Credit: Giphy

Some of us may love the work, but maintaining your team’s database isn’t always easy! Continue reading

Implementing a New System? Here’s What Everyone is Thinking.

“Our organization is transitioning to a new system.”

When a nonprofit leader first utters these words, it can turn our worlds upside down. Sure, you’ve heard the terms ‘CRM’ and ‘Sales force’ before. You may know people who’ve had something similar happen at their org. Now, it’s your nonprofit’s turn. Exciting, right?!

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5 Excel List Nightmares Any Nonprofit Employee Can Fix

 

No matter which department you work for at your organization, chances are that Excel spreadsheets have touched your life in one way or another.

 

If you’re like me, then you’re eager to dive into that world of cells and formulas. Or, maybe you dread it each time you see an email request with a .csv or .xlsx attachment. Continue reading