Category Archives: CRM/Data

What to Know When You’re Implementing a New Tech System

If you’ve noticed I’ve been MIA the past 2 weeks…here’s the scoop.

I am neck-deep in a system migration right now, thanks to the shutdown of our online ticketing system. (If the phrase “Desk to Service Cloud” means anything to you, reach out. You’re likely a Salesforce admin doing the same thing, so we can commiserate together! 😅)

Anyways.

Any database manager will tell you that when it comes to implementing a new system, seamless-ness is next to godliness . If no one complains on launch day, then you knocked it out of the park. That’s my goal.

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

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

If your answer was a big fat NOPE, then this one’s for you.

When we talk about mission-driven work, we hardly ever talk about documenting it. And it’s no mystery why. Documentation is time-consuming. Aren’t we all busy enough?

But we can’t keep ignoring this! Documentation is key to making a lasting impact at work. It allows our projects to outlive (you know what I mean) us when we move on from our orgs.

Plus I’m in documentation purgatory right now. So I can personally 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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