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”
Got some down time? Here are all the database projects we admins rarely have the time for, but that go along way in making our CRM & tech systems better.
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!
Continue reading “9 Nonprofit CRM Cleanup Projects to Tackle This Summer”
When staff are entering lots of data into your CRM system, a good naming convention is a must for certain records. Here’s how to go about creating one.
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.
Continue reading “How to Set Up a Naming Convention for Your Nonprofit CRM”
Duplicate record sets can be a low-lift, high-impact feature for maintaining your org’s Salesforce data. Here’s why you should set them up ASAP.
If you’re a new Salesforce org, or one with a tight budget, make sure you know about duplicate record sets.
Duplicate record sets are a Salesforce feature/object that can detect duplicate records in your instance. They’ll appear as flags on individual records, and can also be included in reports.
Continue reading “The Quick & Easy Way to Manage Duplicates in Salesforce”
You ever find yourself trying to explain something technical to someone, and feeling as if you’re speaking another language?
Good. So it’s not just me.
Being in a technical role, and the only person who understands some parts of that tech, means I get the job of explaining to people why things work the way they do. I’m a nerd about bringing people into my work, so I’m happy to do it.
Continue reading “The Trick to Documenting & Explaining Any Complicated Tech Process”
Your gala or annual fundraiser is one of the most important events of the year! Here are some easy metrics you’ll want to capture to measure the success.