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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Webinar Recap: Maximize Year-End Fundraising

Year-End Fundraising Webinar Recap

It’s the most wonderful (and critical) time of the year for all nonprofits. As many of you are well aware, these next few weeks account for 40% of fundraising efforts. While this may seem overwhelming, there is still plenty of time to make sure you’re all set up to make this year-end campaign a great success. During our webinar with Heller Consulting and, seasoned fundraisers, Jenn Smith and Mike Spear, went through a crash course on everything you and your organization can do to prepare and execute an effective strategies to meet your fundraising goals this holiday season.

While there is no one solution that is proven to be successful, we’ve developed five key phrases that our experts have found very useful in past campaigns. These are outlined below.

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NGO Connect Feature: Badges

NGO Connect Features: Badges

Saleforce’s NGO Connect (formerly named roundCause) is the gift that keeps on giving. It is the cornerstone in Salesforce’s comprehensive CRM offering – Salesforce1 for Nonprofits. NGO Connect has leapfrogged both the Nonprofit Starter Pack (NPSP) and traditional fundraising applications to become the long-awaited “next generation” solution that eliminates data silos, provides the much-desired “360-degree view” of constituents, and drives increased engagement and fundraising.

Heller Consulting has 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 and Giving Summaries. Today, we are going over the NGO Connect feature: Badges.

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Building Momentum to Create Impact with Change Management

Building Momentum to create impact with change management

Your CRM vision is set and you have come up with an effective communications plan for your project team and organization. Now what? Today, we will go over the importance of building momentum to create an impact with change management.

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