Update: Quick Review of Luminate CRM

Review Nonprofit Salesforce Applications: Luminate CRM

Heller Consulting recently updated their report on the top 5 donor management applications for Salesforce with updates focusing on Blackbaud’s Luminate CRM.

Luminate CRM was spun off in 2010-2011 as a separate product and descendant of the original Common Ground product offered by Convio, which was acquired by Blackbaud in mid-2012. Blackbaud has focused its Luminate CRM development efforts on strengthening the integration with Luminate Online while has also designing Luminate Analytics to be a powerful segmentation and reporting tool for the Luminate suite. This is a large App that interacts heavily with many Salesforce.com standard objects, meaning that Luminate CRM customers, and all Salesforce customers in general, should carefully design and test additional non-fundraising uses of Salesforce.com.

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Web Page Manager (Blackbaud NetCommunity) Review

Selecting the right CMS solution for your nonprofit organization - Blackbaud's NetCommunity

Blackbaud offers many different content management system (CMS) solutions for their users including PageBuilder, Luminate Online CMS (LO CMS) and NetCommunity (BBNC). We’ve already reviewed PageBuilder and LO CMS and today we will be reviewing the Blackbaud NetCommunity solution, which is the only CMS on the market that is natively designed to integrate with Blackbaud’s Raiser’s Edge® (RE) and Education Edge® (EE) applications.

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One Night Only: Your Redesign Project & The 5 P’s

Your Redesign Project and The 5 P's

You’ve probably heard the old adage: Proper Planning Prevents Poor Performance, aka the 5 Ps. (Or perhaps you prefer the 6 Ps: Proper Planning Prevents P*** Poor Performance.) Either way, the 5 Ps are an important principle to live by when you’re undertaking a web site redesign process. As with any large undertaking, it is important to plan and prepare appropriately before diving in.

We like to plan, and when the plan wanted to come up with 5 more Ps – the 5 Ps you should pay attention to BEFORE starting a web site redesign project.

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Segmenting Your Database with Campaign Combiner

Segmenting Your Database with Campaign Combiner

When it comes to getting your nonprofit’s message out there, list segmentation is as important as content construction. Savvy nonprofits know that blanket solicitations, whether through direct mail or email, rarely yield the best results.

Out of the box, Salesforce offers flexible reporting that allows you to build lists of contacts and leads based off of relevant and available criteria, such as where constituents live or the last time they donated. These lists can then be added to campaigns so that your targeted message reaches its intended audience. But what if you want to leverage your existing campaigns to create a segmented list based off of which communications your constituents received from you, or better yet, how they responded? Sure, you could start from scratch in reports, but that isn’t very efficient. Plus, segmenting gets a bit messy when you begin adding multiple inclusion and exclusion criteria based off of campaign and response.

This is an issue that I’ve run into a few times with clients. For instance, a client recently wanted to create an email list of everyone who did not open the last email they sent and exclude everyone who was about to receive their upcoming direct mailing. While this isn’t impossible in reports, it can be difficult to keep the filter logic straight, or to even know which report to start with, especially for non-DBA staff who may not spend much time in Salesforce Reports Luckily, I found Campaign Combiner by Groundwire which allows you to take list segmentation in Salesforce to the next level. With Campaign Combiner, you can build off of your existing campaigns, creating both inclusion and exclusion lists, with just a few clicks and no reports needed.

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9 Reasons your Nonprofit Should use Online Petitions

9 Reasons your Nonprofit Should use Online Petitions

Raising money for your organization requires more than just including a ‘donate’ button on your website. There are so many tools available for organizations to cut down on overhead while still reaching the right constituents, but how do you determine which of these are for you? Maybe you’ve overlooked a whole group of tools because you didn’t think they were right for your type of organization.

Luckily we have friends like PICnet who shared with us these 9 tips on why online petitions are great for all nonprofit organizations, not just advocacy groups.

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A Tale of Two Intranets

Tale of two intranets

An intranet – an internal internet – is a very useful tool for any organization. Having a centralized file-sharing system is key to collaboration. Many nonprofits today use a shared network drive on their office network (LAN) as a basic sort of intranet. However, nonprofits often struggle with keeping that shared space from getting full of clutter: multiple versions of the same documents, a crazy confusing folder tree, running out of space or simply not being able to find what you need. Everyone agrees it’s probably time to clean up the mess but it’s a herculean task that’s easier to put off in favor of more pressing needs.

Often, the best recipe for success is to actually have two intranets: one that is web-based and carefully curated, and one that is allowed to run with little oversight. There are many platforms you could choose to use for each of these, but perhaps one of the simplest is a private section of your own website, plus that shared network drive you’ve already been using.

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