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.

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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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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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Analytics and Change Management

Analytics and Change ManagementSo far, we have covered everything from planning and involvement to executing a successful CRM Change Management Plan. “Data-driven decisions”, “360-degree view”, and “improved reporting” are all popular reasons we hear for organizations adopting CRM. For many of you, reporting is one of the most difficult parts of the project to do well, and it can be tempting to push it off in the timeline and say you’ll come back to it later.

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Webinar: Fundraising with NGO Connect – The Connected Nonprofit

Webinar: Fundraising with NGO ConnectFor the past two months, NGO Connect has been big news in the Nonprofit world. As the newest member of the Salesforce1 for Nonprofit family, NGO Connect promises to provide nonprofits with the tools they need to maximize fundraising efforts while creating a more effective and efficient organization.

Thinking of making the switch? Don’t miss this free webinar on November 20th! Please join Joseph Jagassar from ASE, Heller Consulting’s Keith Heller and roundCorner founder Nick Ward as they explain the basics of constituent relationship management (CRM) and provide details on how a relationship-centric strategy can use modern tools to establish, nurture, and make the most of those constituent relationships.

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