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”Tag: CRM
How to Organize an Email Marketing Campaign in Asana
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”When Nonprofit Tech Projects Stall, Part 2: How to Move Forward
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”How to Organize Your Marketing Ops for a Successful Giving Tuesday
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”When Nonprofit Tech Projects Stall, Part 1: Why It Happens
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”8 Questions For Auditing Your Org’s Database Automations
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”