NGO Connect Feature: Salesforce Case Management

NGO Connect Feature: Salesforce Case Management

Heller Consulting put together a list of the top 5 NGO Connect features in their paper, NGO Connect – Maximizing its Potential for You. So far, we have gone over Ease of Access and Viewing, Giving Summaries, Badges and Chatter. Today we will be going over Salesforce Case Management.

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Developing Skills in Your CRM Implementation

DevelopinDeveloping Skills for Change ManagementSo far, we have gone over a few important parts of a successful change management campaign: Communication Plans, Building Momentum, Reporting and Analytics, and Timely selection and Strategic Guard Rails. Today, we will cover the final step in your change management campaign: Developing Skills in your CRM Implementation.

Prep Staff

Preparing fellow staff with the skills they will need to master their new CRM environment is both a good tactical decision as well as helpful with change management. Your primary system administrator(s) and a couple of power users need to be champions of the CRM cause and the plan to execute on the vision. In early stages, these folks will be some of the few people working across business units, which makes them excellent ambassadors for the project.

Plan, Plan, Plan

Too often organizations do not plan ahead – they hold off on obtaining necessary training, or don’t hire a key position until after the project is underway. It’s important not to lose sight of the fact that as each milestone of CRM implementation is reached, there’s a transition from implementation to regular usage. This actually is where the rubber meets the road for all of your change management efforts – this is where adoption happens. Don’t let your colleagues get all the way to the finish line, only 
to struggle with picking up the reins and carrying the work forward.

For more information on change management including best practices and how to involve your team, download our paper on CRM and Change Management now:

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How to Ramp Up Your Recurring Revenue Program

How to Ramp Up Your Recurring Revenue Program

Idealist Consulting recently partnered with Mike Spear of Classy and Matt Scott of UpRaise Consulting for a webinar on how to ramp up your recurring revenue program. Recurring donations can be a game-changer for nonprofits of all sizes – up to 75% of one-time donors do not give again the following year, but most of this is preventable just by changing “the ask.”

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NGO Connect Feature: Chatter

NGO Connect Feature: Chatter

Back in September, Heller Consulting put together a list of the top 5 NGO Connect features in their paper, NGO Connect – Maximizing its Potential for You. So far, we have gone over Ease of Access and Viewing, Giving Summaries and Badges. Today, we are going over the NGO Connect feature: Chatter.

Chatter is a powerful collaboration tool that has the potential to revolutionize your internal and external communications. Chatter is a native feature of Salesforce and is available to any client on the platform. Once nonprofits develop a few of their own use cases, they find Chatter to be a valuable addition to their daily toolset.

Chatter showed up on The Connected Cause in this post and some of the points we made then deserve to be restated here.

  • Chatter allows fund raisers to “follow” records, which means automatic updates whenever something changes on a record you care about. This is something that many fund raisers have been dreaming about for years.
  • Chatter usage can be freely extended to people in your organization who don’t normally access Salesforce, and also with anyone outside the organization. This is a great way for organized group communication without relying on complicated e-mail chains.
  • Chatter enables collaboration between people in the organization, with the benefit that all the history of the conversations and decisions is automatically kept in the CRM system. No more worrying about how to attach an e-mail, or copy in your notes.

To learn more about Chatter and all things NGO Connect, download our white paper here:

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CRM, a Change Campaign: Shine in the Light in Public!

CRM, a Change Campaign - part-2CRM implementation should be modeled like a fundraising campaign – a CRM deployment is not all boring techie geek stuff; it really an excuse to modernize and change your entire business. And like fundraising, a CRM campaign has phases: a silent phase, a public phase and “done but let’s talk about what’s next.”

Today’s topic is the public phase. First, you should create a communications plan bearing in mind that you can and will adjust as you go along. Be flexible. You want to get buy-in from your various stakeholders and end users at the onset and as you go along; if you need to change your communications, do it. You have to be part of the change management yourself.

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Timely Selection and Strategic Guard Rails in Change Management

Timeline Selection and Strategic Guard Rails in Change Management

Congratulations! Your change management campaign is well underway. You’re in the process of executing your communication plan, your team is motivated, and you are not slacking on reporting. Now it is time to set time lines and set strategic guard rails.

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