CRM, User Acceptance Testing (UAT)…Unite All Teams (UAT)

CRM, User Acceptance Testing (UAT)...Unite All Teams (UAT)

And yet another acronym – UAT. User Acceptance Testing. It sounds so brainwashy. Let’s change that attitude and, while we’re at it, the words behind the acronym. The purpose of UAT is for end-users to take a look at new but-not-final system. That said, it’s much more than a series of scripts and tests; it’s an opportunity to Unite All Teams. UAT, that’s much better.

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Nonprofit Starter Pack feature: Data Model and Functionality

Nonprofit Starter Pack Feature: Data Model and Functionality

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. NPSP 3 has also been updated to fully support Salesforce 1 for Nonprofits. Updates to the application are pushed out every few weeks and update your system automatically. Updates are based on a combination of roadmap items, responses to customer requests for functionality, and community-generated features. Heller Consulting released a white paper describing the basic features of the NPSP. Today we will be going over Data Model and Functionality.

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Fundraising with NGO Connect: Webinar Transcript

Fundraising with NGO Connect: Webinar Transcript

On November 20, Keith Heller talked with Joe Jagassar of Alliance to Save Energy, one of the first organizations to go live with NGO Connect. Also joining the conversation was Nick Ward, founder of NGO Connect creators roundCorner, as well as NGO Connect expert Stuart Longley providing a detailed demo of the product. The first part of the transcript is below, and you can watch the full webinar here. Bryan Giese serves as moderator and starts off the presentation.

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Nonprofit Starter Pack and NGO Connect Review

Nonprofit Starter Pack and NGO Connect: Unique solutions for unique organizations

Nonprofit Starter Pack and NGO Connect are two separate entities of the Salesforce1 for Nonprofits Family. While each is part of a long-term roadmap for how an organization can realize the vision of a true Constituent Relationship Management (CRM) and becoming a Connected Nonprofit, they are different applications for different organizations.

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NGO Connect Feature: Online Donation Forms and Event Registration

NGO Connect Feature: Online Donation Forms and Event Registration

In addition to the top five features of NGO Connect, Heller Consulting outlines five important features to take advantage of in their white paper, NGO Connect – Maximizing its Potential for You. So far, we have covered Personal Attention and Event Management. In this post, we will discuss the third NGO Connect feature from this series: Online Donation Forms and Event Registration.

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