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”
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”