Tag Archives: CRM

When Nonprofit Tech Projects Stall, Part 1: Why It Happens

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.

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8 Questions For Auditing Your Org’s Database Automations

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!)

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9 Nonprofit CRM Cleanup Projects to Tackle This Summer

Gang, I think it’s safe to say: this is not your typical summer.

Coronavirus continues to run rampant in the country (if you’re in the US). We’re still somewhat in a lockdown, and things are a little chaotic!

Still, I’ve always found summer to be the best time to slow down and get organized. That’s especially true when it comes to the database: this is when I begin wrapping my head around all the projects I keep putting off!

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How to Set Up a Naming Convention for Your Nonprofit CRM

If you’re reading this, then deep down, you know it’s time.

The database has gotten out of hand with people entering data any which way. Let’s fix that and talk naming conventions. =D

A naming convention simply dictates how a record gets named in your system. In the grand scheme of things, it’s a tiny process-cog in the larger data machine.

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