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?”
If the difference is escaping you, no worries. Here’s what you have to know.
I’ve seen this topic come up quite a bit online, and I think it’s time we shed some light.
If you’re new to Salesforce and work in this sector, then you’ve likely heard about the Nonprofit Success Pack (also known as NPSP). Either your org is already on it, or you’ve heard peers/consultants toss the term around.
But what exactly is NPSP, and how does (or doesn’t it) relate to Salesforce?Continue reading “Here’s the Difference Between NPSP & Salesforce.”
If you’ve been tasked with shopping for your org’s next CRM/donor/volunteer database, start here. There are a few things you’ll want to get clear on first.
Okay gang! It’s a new year, and for many of our orgs, it’s shopping time.
Database shopping, that is.Continue reading “9 Factors To Consider For Your Next Nonprofit Database or CRM”
Tech implementations are tricky – CRM, donor database, you name it! Whether it’s your first implementation or your fifth, here’s what you should know.
When it comes to implementing ANY new system, seamless-ness is next to godliness .
Sure, getting the system up & running is important too! But if no one complains on launch day, that’s how you know you knocked it out of the park. Smooth implementations are the dreammm.
They just take tons of work & planning.Continue reading “What to Know When You’re Implementing a New Tech System”
As someone who’s employed *because of* Salesforce, I’ll be honest. It isn’t right for everyone.
Salesforce is a powerful tool. If you’re 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 you tell? Check for these flags before committing your org to the Salesforce Ohana.