To those shopping for your org’s next CRM: how’s that process treating you?Continue reading “8 Kinds of Nonprofit “CRM” Databases for Managing Constituents”
For many orgs, it’s the the end of the fiscal year. So it’s about that time when devo, IT, program and executive staff across the sector begin to ask the controversial question.
Is it time to ditch our nonprofit CRM / ESP / other database system?Continue reading “Should your nonprofit migrate to a new database?”
Gang. I’ve learned a ton working as a database admin.
Obviously, there’s the technical stuff I never thought I’d ever know. Like what it takes to build a Salesforce flow, the difference between coding languages (ish), and even how an API works.
Not that I could tell you what API actually stands for.Continue reading “11 Lessons Learned for being an Effective Database Admin”
The project management tool your org needs to know.
Somebody get me an Asana mug, because I’m going through a phase.
For those who don’t know, Asana is an online project management tool. The free version (which I use for most of my work & blog projects) has great features for tracking tasks, deadlines and assignees.Continue reading “How to Organize an Email Marketing Campaign in Asana”
A checklist, for that one aspect of Giving Tuesday that doesn’t get discussed enough.
Hello! Consider this your friendly reminder that Giving Tuesday is only 7 weeks away.
Some orgs prep for this day months in advance. So if your org defied the odds of 2020 and already has a complete plan, I tip my hat to you.
But if that’s not your org, don’t worry. That’s why we’re talking about this now.Continue reading “How to Organize Your Marketing Ops for a Successful Giving Tuesday”
Whether it’s your donor database, email marketing platform or other CRM – here’s how to make sure those automated processes are serving your org.
Automations are like magic to end-users. They inexplicably make life easier.
But for the admins who build them, they can feel closer to rocket science. So it’s no wonder that some orgs take a set-it-and-forget-it approach. Why fix what isn’t broken?
But you never want to wait for something to break to get your attention. Crashed automations can cost your org – if not financially, then at least in data quality or time. (p.s. This is also true for integrations, which are even more delicate since they require third-party access to your data!)Continue reading “8 Questions For Auditing Your Org’s Database Automations”