Are you skeered of Online Strategies?

Scared of Online Strategies
Developing online strategies for a nonprofit organization is a constantly evolving challenge, and too often treated as a completely independent entity from the rest of the organization. Sadly, this constant flux and silo’d approach is one of the things that contributes to a lack of truly effective digital marketing efforts. To horribly paraphrase Olive Ann Burns, creating an online strategy is like pouring water into a Coke bottle, if you skeered, you can’t do it. If you approach it with the same care and planning as your direct response fundraising efforts, you won’t slosh a drop. The ALS Association is a recent example of an organization that wasn’t skeered to try something different and the return has been tremendous.

Can we all do an ice bucket challenge and get the same results? Maybe, maybe not. But we can all learn something from what they did and apply it to the effective tools and techniques that we have used for direct response fundraising for years. There was a time when someone did the very first run/walk fundraiser. Now activity-centered events have an entire genre of fundraising all their own. What will be the online fundraising cornerstone in 30 years? Who knows, but I’ll bet when we break it down to it’s core components, it will look pretty familiar and fit perfectly in your already robust CRM. (You do have a CRM, right?)

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Three Takeaways from #14LCS

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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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This is Not a CRM

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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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