NGO Connect Feature: Personal Attention

NGO Connect Feature: Personal Attention

Saleforce’s NGO Connect (formerly named roundCause) 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.

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CRM, a Change Campaign: You’re Done. Now What?

CRM, a Change Campaign: you’re done, now what?

You are done?! Yes, “live” on your CRM! Now what? You want to be more than just “technically” live on CRM – you want people using it in targeted, high-value ways that grow your business.

Today’s topic is your “post go live” operations and process. First, though you should have all this outlined, resourced, communicated weeks before go live. In fact, to be most effective, create your staffing plan and process for post-implementation before you even begin your CRM project. With the proper resources in place, you can achieve practical success (in addition to technical success) through proper communications and expectations management.

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Year-End Fundraising Hot Topic: To Set a Goal or Not to Set a Goal…

Year-End Fundraising Hot Topic

Many organizations struggle with the decision of whether or not to post a dollar amount during their fundraising campaign. While it can be stressful and at times quite scary (what if the goal is not met?), announcing a number is helpful in motivating and inspiring your donors to give more.

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Best Practices in Change Management

Best Practices in Change Management

The real challenges to implementing CRM are defining your overall strategy and managing the organizational change necessary to make it happen. Over the past few weeks, we’ve discussed our top insights into change management we’ve gleaned from our work with nonprofits of all sizes and types. Today, we’ve gathered them into one post for your convenience. Still have questions? Check out our white papers on CRM and change management.

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The Feeling of CRM

Feeling CRM Bernese Mountain Dog

What exactly is the feeling of CRM? Does it have a feeling, or is it just a communication industry buzz phrase? I’m certain that it does have a feeling, and an important one that can help measure how effective a CRM is. The way I experience it, the feeling of CRM comes from when I know an organization remembers me. Not just knows my name and email address, but actually recognizes me as a person beyond just simple data points. It’s a similar to the feeling I get when a server at my favorite restaurant knows I’ll like today’s special. I’m not just another three-top who need water and bread, I feel welcomed and appreciated. The feeling is amplified even more when it happens someplace unexpected. I want to share an example of the feeling of CRM, and how it relates to my dog Poe and me. That’s him above, and he’s pretty small.

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