Tag Archives: CRM

7 Tips to Balance Database Management With Your Day Job

duck photo

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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9 Resources Every Nonprofit Salesforce Admin Needs to Know

Nonprofit Salesforce Admin Resources

Are you the Salesforce Admin for your nonprofit? Was that always meant to be your role, or is it one you’re assuming because #multiplehats?

We have a phrase for those in the latter. We call you “accidental admins”, because so often that’s what nonprofit database administration is. It’s also how many of us got our start in Salesforce land.

Whether you’re in this for the long haul or desperately looking to break free, Salesforce can be overwhelming. It’s a a complex product, backed by a massive ecosystem. Where does one start?

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How to Plan & Organize Your Nonprofit’s Email Campaign

Employed for Good – Email Campaign

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

If there’s one task that unites most departments, it’s the email campaign. Volunteer managers, fundraisers, program & comms staff all need to email our respective constituents. Even the ops/ tech staff don’t get a break: they’re often the ones getting those lists together for us!

But more on that later.

The point is, 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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7 Reasons Your Nonprofit Will Want to Move to Lightning

Lightning Dashboard Example

Okay, nonprofits. It’s time to move to Salesforce Lightning.

I know you love (or at least tolerate your disdain) for Salesforce Classic. I get that the idea of switching sounds like a nightmare! But surely you knew this was coming.

In case you’re a Salesforce admin who somehow hasn’t heard, Lightning is the newest Salesforce interface. Without intending to sound like a gimmicky salesperson, Lightning is the way of the future for Salesforce customers.

I mean really. We’re going from this…

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9 Tips to Live By for Effective Nonprofit Data Management

Nonprofit Data Management Best Practices

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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An Introvert’s Nonprofit Career Story: 5 Lessons from My Switch to External Facing Work

An Introvert’s Nonprofit Career Story: 5 Lessons from My Switch to External Facing Work
Work trip turned mini vacation

INFP. The Myers Briggs test didn’t tell me anything I didn’t know. But it gave me a way to fit my skills, professional experience and personal interests into a neat little framework. Nearly 10 years later, I don’t think much has changed.

On this blog, you know me as Dee. In the real world, I’m a business systems manager for a nonprofit organization. It’s a catch-all title, meaning I manage our Salesforce database…but also, any other systems we might adopt. Because #multiplehats.

Getting here —in my career and this blog— hasn’t been a total accident! So I thought I’d share a bit about what that path has looked like for me.

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