Nonprofit Starter Pack Feature: Ease of Basic Processes

Nonprofit Starter Pack Feature: Basic Ease of Processes

The Nonprofit Starter Pack (NPSP) 3.0 is an App that configures Salesforce for lightweight demographic, relationship management, donation management and volunteer management needs of nonprofits. The NPSP is offered free of charge by the Salesforce Foundation. The Salesforce Foundation makes it easy to get NPSP 3 whether you are new to Salesforce or upgrading from an earlier version. Heller Consulting released a white paper describing the basic features of the NPSP. So far we have covered Data Model and Functionality, Demographics, and Financials.Today we will cover Ease of Basic Processes.

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CRM Fitness -What’s the Nutritional Value of Your Data?

CRM Fitness, - What's The Nutritional Value of Your Data?

Like cupcakes vs. blueberries, not all data are of equal nutritional value. And like the pull of a plate of cupcakes, organizations often say they want to know “everything about everyone.” The CRM itself reinforces this “must-fill-in-record” temptation visually – through empty fields! That said, an animal welfare organization likely doesn’t need to know that I’m a left-handed.

Your CRM can capture a seemingly unlimited amount of dimensions about a constituent – like I’m a lefty and wear black socks – but it doesn’t mean it should. As you work through a new CRM, consider data and data management. It’s a perfect time to get fit.

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Advancement Connect Review

Advancement Connect

Colleges and universities across the nation have been struggling to break down data silos between departments and work collaboratively. No technology was up to the task of handling the complexities of interdepartmental relationships while providing a “360-degree view” of each constituent until now. Advancement Connect is the core fundraising element in the Salesforce for Advancement family, and was developed to support Higher Education institutions as they engage with their alumni through traditional, contemporary, and emerging channels.

The Connected Campus is a unifying platform for engaging with Students and Alumni throughout the Campus Lifecycle. From the first time a potential applicant shows interest in an institution, through the admissions process, while they are a student, and after becoming an alumni, the Connected Campus platform allows colleges and universities to leverage technology to develop deep, personalized and meaningful relationships.

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Why Your Supporters Belong at the Center of Your Marketing

Why Your Supporters Belong at the Center of your Marketing
Picture your next vacation. What sounds better, a pre-organized group trip to see the sites of one of the world’s greatest cities or something off the beaten path that you can tailor on your own? Depending on your preferences, a tourist-packed extravaganza could seem like a blessing or a curse. The point is that everyone has a different opinion of his or her “ideal” vacation.

Your donors are the same way. Some are perfectly happy receiving a flyer in the mail every few months reminding them to donate. Others find these methods outdated and impersonal. While still others want to get information from your organization’s mail, phone, email marketing and social marketing communications at various points in their engagement with you.

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Nonprofit Starter Pack Feature: Financials

Nonprofit Starter Pack Feature: Demographics

The Nonprofit Starter Pack (NPSP) 3.0 is an App that configures Salesforce for lightweight demographic, relationship management, donation management and volunteer management needs of nonprofits. The NPSP is offered free of charge by the Salesforce Foundation. The Salesforce Foundation makes it easy to get NPSP 3 whether you are new to Salesforce or upgrading from an earlier version. Heller Consulting released a white paper describing the basic features of the NPSP. So far we have covered Data Model and Functionality and Demographics. Today we will cover Financials.

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