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”
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”
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”
To anyone who’s ever had a project unexpectedly lose momentum – let’s chat.
Imagine this. You’re the lead on a major tech initiative, like evaluating a new CRM.
You pour your heart into the research. You spend hours watching demos. You come up with a spreadsheet comparison – or eloquently written Word Doc proposal – to share with your Director.
Then, crickets. And you’re left wondering where you went wrong.
This is a common narrative in the sector. Whether you work in programs or technology, projects can seem to go full steam ahead before coming to a sudden, screeching halt.Continue reading “When Nonprofit Tech Projects Stall, Part 1: Why It Happens”
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”