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”
Real advice on how to answer a question using the Salesforce Help site.
When you have a Salesforce q, where’s the first place you go to find the answer?
Sure, Google is the obvious choice. And if that doesn’t pan out, we’re only one case away from speaking with Salesforce Support.
But the Support route isn’t always the fastest. And while googling may be our lifeline, it becomes less helpful if you’re not familiar with how the Salesforce Help Site works.
Continue reading “Where to Go When You’re Stuck with a Salesforce Question”
Losing traction on a project? You might actually be able to turn things around.
Imagine this. You’re the lead on a major tech project that’s been underway for a while – like a CRM implementation.
All of a sudden, things stop. Decisions aren’t being made. Your Director’s not committing to a contract. All that work, basically frozen in time.
Continue reading “When Nonprofit Tech Projects Stall, Part 2: How to Move Forward”
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”
Have you ever looked at a spreadsheet and thought “where do I even begin?”
Sometimes it’s a file we inherit from someone else in our org. Other times, it’s a data entry project turned disaster. Either way, our sector is no stranger to the messy spreadsheet.
Continue reading “VIDEO: How to Clean a Messy Spreadsheet in under 10 min”
No more sorting, cutting, pasting and resorting to calculate data. These formulas have got you covered.
This post is the second part of a Formulas-You-Need-to-Know series. If you haven’t seen the first part, you’ll want to start here.
But assuming you’re up to speed, get ready! This is another game changer.
Continue reading “Spreadsheet Formulas You Need to Know, Part 2: 3 Simple Conditionals”