I often find myself in conversations with co-workers and clients about the things that we see as common “gotchas” when scaling Salesforce as an organization grows – especially in a manner that supports data longevity, accounts for changes in people and processes over time, and can be easily accessed and understood from the Salesforce.com Reports Tab. Perhaps this series of blog posts is a more granular follow-on to an earlier blog post of mine, “Using the Right Tools for the Right Jobs with Salesforce.com .”Read More
The first rule of fundraising is this: It’s all about relationships. So, when you’re looking for a new fundraising system, keep that rule front-and-center. How will the system I’m considering help me better identify, cultivate and manage relationships? How will the system connect our big picture goals with our day-to-day operations?
Today, fundraisers can reap the benefits of constituent relationship management (CRM) . The beauty of a incorporating a CRM system for fundraising is that it’s designed to help you identify, cultivate and manage important relationships. It’s not like the fundraising databases of yesterday — not just a place to toss in data. It’s not designed to torture you with arcane processes or challenge you to a wrestling match every time you want information. No, a good CRM system can actually reduce the time you spend in front of technology and increase the time you spend in front of people, so you can develop relationships (instead of carpal tunnel).Read More
Now is the ideal time for nonprofits to learn more about business intelligence (BI) — the processes and technologies that transform data into information to help move an organization forward. Heller Consulting’s latest paper, Business Intelligence Applications for the Nonprofit Sector is an excellent way to learn the details of what BI is and what nonprofits need to know about it. It also provides a review of the current BI technology landscape.Read More
The Get CRMready nonprofit CRM readiness workshop wrapped up this week with the final webinar of the three-webinar series. Keith Heller, Smita Vadakekalam, and BJ Cortis of Heller Consulting talked about what it takes to implement a CRM system that will truly support a nonprofit’s strategies and drive growth.Read More
So you’re ready to dive into a CRM implementation project. You’ve determined that your nonprofit needs a CRM system and that your nonprofit is CRM ready . You have weighed considerations for moving your data into a new system , and you’ve gotten the go-ahead to get started.Read More
In our recent discussion with Barry Finestone, Executive Director at the Jewish Community Center of San Francisco (JCCSF) to get his thoughts about the role of executive leadership in a Constituent Relationship Management (CRM) initiative, he offered a few pieces of CRM advice that we just had to share. Whether you’re an executive director kicking off a CRM initiative or a non-executive looking to get an executive team on board with CRM, Barry has some tips for you.Read More
Your nonprofit is excited about its plan for a new CRM system. You’ve planned well – establishing your goals and objectives, understanding your current technology and operational environment, and preparing for change.
Now it’s time to implement your new CRM processes and system. Sound daunting? It doesn’t have to be painful. Concerns about implementing new processes and technology don’t have to hold you back from adopting a CRM system that will truly support your strategies and drive your organization’s growth.Read More
There are many factors to a successful Constituent Relationship Management (CRM) initiative — not the least of which is executive leadership. We recently sat down with Barry Finestone, Executive Director at the Jewish Community Center of San Francisco (JCCSF) to get his thoughts about the role of executive leadership in a CRM initiative.Read More
This month, I became a Salesforce MVP . I’m extremely honored. And excited.
Here’s why: Salesforce created the MVP program to recognize standouts in the Salesforce community for their leadership, expertise and ongoing contributions. Being selected as an MVP puts me in the company of some amazingly talented people (many of whom I have admired for years!) who are sharing their expertise and lessons learned by answering questions, writing blogs, leading user groups, sharing best practices, and more – all to help each other, and the entire Salesforce community, use one of the most effective and efficient tools available for CRM.Read More
The Get CRMready nonprofit CRM readiness workshop continued this week with webinar two of the three-webinar series. Lisa Fay Wellek, National Director of JDRF, joined Keith Heller, CEO of Heller Consulting, to talk about planning ahead and preparing for a successful implementation of a CRM strategy and system.Read More