Three Takeaways from #14LCS


I recently had the chance to participate in NTEN’s inaugural Leading Change Summit, a conference designed for nonprofit leaders. This was a very different sort of conference from NTC – with about 200 attendees, it was much more intimate and the sessions and keynotes were structured in longer chunks, allowing for deeper conversations. There were three track options to accelerate career development: Impact Leadership, Digital Strategy, or the Future of Technology. Here are several of the trends I noticed over the course of three days of conversations with nonprofit leaders.

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Salesforce and roundCorner Release NGO Connect


The big news for nonprofits this week is the announcement of NGO Connect by Salesforce. As the next step in the evolution of their Salesforce1 for Nonprofits innovation plan, Salesforce has introduced a new app designed to connect the many needs of a modern nonprofit organization all under one roof: NGO Connect. Created in partnership with roundCause developers roundCorner, NGO Connect is focused on creating and managing constituent relationships in ways that have been out of reach for many nonprofits.

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Is Your Nonprofit Organization Conversion Ready?

nonprofit conversion CRM implementation
As your nonprofit prepares for a Constituent Relationship Management (CRM) implementation that will involve a fundraising system conversion, it is important to consider the qualities that describe an organization that is prepared for such a project. We’ve compiled a list of qualities that you can use as a self-assessment to identify and plan for preparation activities.

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This is Not a CRM


If you subscribe to any of the nonprofit news feeds that I do, you’ve seen a few (or more than a few) articles about Salesforce1 for Nonprofits and a slew of other “CRM” systems. Every one is all new, connects everything together, and makes it easy to do all the things a nonprofit needs to do to deliver on their mission. And while I’m always excited to have more technology companies take an interest in the needs of nonprofits (and we have a lot of needs), I want to give a little blog time back on the concept that is the core issue here: CRM – Constituent Relationship Management.

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Salesforce Activities – What You Need to Know [Tech Tips]

Salesforce Activites
While helping with the Salesforce Foundation office hours a few weeks ago, I was asked an excellent question. Someone asked if there was any place where they could find all the limitations/gotchas on Salesforce Activity records (i.e., Tasks and Events). While I had a few answers, I knew there must be more, and I realized I had never seen a single location describe all of them. I’ve collected all the major ones I could find from friends in the Salesforce Community, both nonprofit and for-profit. This includes fellow MVPs as well as gracious persons in the Power of Us HUB. Of course, you could scan through the Ideas site as well, but I think these are the ones that affect people the most and I’ve heard of more than once.

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How To Involve Everyone in Change Management

Involve everyone in Change Management
We’re covering the most important part of Change Management today: the people. Make sure you involve everyone, and involved them early when taking on a project like a Constituent Relationship Management (CRM) implementation. In order to do this you need identify a few key people to help be your cheerleaders throughout the implementation.

Core Leadership Team

Identify your core leadership team and cheerleaders who will spearhead the effort. CRM project leaders are the ambassadors of change. These leaders must be ready for the sustained effort of bringing the entire team along through the process.

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