Category Archives: CRM/Data

You need to document your work. Here are 6 reasons why.

If you won the lottery and left your job tomorrow, could your org pick up where you left off?

If you’re thinking NOPE, then this one’s for you. Let’s get into it.

When we talk about doing mission-driven work, we hardly ever talk about documenting it. That’s cause when you’re already so busy, this can be a drag! Documentation is the grunt work of event-planning with all the thrill of watching paint dry.

Writing this post, I was skeptical this would even make for an interesting topic.

But we can’t just ignore this topic! Drudgery aside, documentation is key to making a lasting impact at work. Plus I’m in documentation purgatory right now. …so I can attest, this task is so worth your while to do early. 😇

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10 Ways Your Nonprofit Isn’t Using Google Forms, But Could Be

Whether your nonprofit is using it or not, let’s talk Google Forms for a second.

In case you’re not familiar, Google Forms is a survey app that comes with the Google Suite of products. Much like Google Docs and Google Sheets, it has its own place in the G-Drive and lets you easily build form surveys.

Google is not sponsoring this post. I’m not even claiming it’s the best survey tool out there. BUT, it’s worth highlighting for three very nonprofitty reasons:

  • It’s simple.
  • It’s free.
  • It’s accessible. Even if your org doesn’t use Google products, you could sign up right now to build your first form with no fuss.

This means that Google Forms has many applications for our work, regardless of how large or technologically sophisticated the org. A simple tool that can do all the things? Prettyyyy cool.

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7 Tips to Balance Database Management With Your Day Job

What’s one thing that development staff, volunteer coordinators, operations managers, HR and Program people all have in common?

At any time, we can become our org’s database admin, too.

“Accidental admin” is the term we’ve lovingly coined to all the database managers who never signed up for this. Typically the consequence of multiple-hat syndrome, these are the nonprofit professionals who were standing closest to the system at the time when their org desperately needed an admin.

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How to Coordinate Your Org’s Next Big Email Campaign

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Getting ready to send out an email out on behalf of your nonprofit?

If there’s one project that unifies (or divides!) departments most, it’s the email campaign. Volunteer managers, fundraisers, & program staff all need to email their constituents. Even the ops staff don’t get a break, as they’re often the ones putting those lists together for us!

But whether this is your first campaign or your fiftieth, this doesn’t have to be chaos.  A good process never hurt nobody, and you’ll definitely need one to execute something this important.

There’s a method to this particular nonprofit madness. Let’s talk email.

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9 Tips To Effectively Manage Your Nonprofit’s Data

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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