Interview with a CRM Expert: Business Intelligence

Interview with a CRM Expert: Business Intelligence

This post is an abridged version of an article that originally appeared on npENGAGE.

I’m so excited to kick off my “Interview with a CRM Expert Series” and particularly pumped that we get to start with one of my favorite topics: BI, a.k.a. Business Intelligence. Today’s featured guest is Jay Nathan, Director of Platform Product Management at Blackbaud. Jay brings more than 12 years of experience in software, CRM and business intelligence with more than seven years working directly with nonprofits of all sizes. Jay also frequently blogs about topics such as software product development, entrepreneurship, books, and the wonders of the digital age.

Read More

8 Steps to Salesforce Success

8 Steps to Salesforce Success

Clients often ask us what can they do to help contribute to Salesforce success and a smooth and effective deployment. After 7 years and 700 plus projects we came up with eight general requirements for project success:

Listen to your Consultant

Client should follow the consultant’s advisement in implementing technology and changing business processes within scope. If client make changes without consent from consultant, it places the consultant in a reactive mode instead of executive mode. This interferes with project planning and methodology and may even force major adjustments to the project.

Read More

Access the Wealth Within – Uncovering Talent and Utilizing Technology

Access the Wealth Within - by Avectra

In her work with nonprofits Amy Quinn often refers to the “New Normal”. She believes, and has personally witnessed, how leveraging technology and the solutions and innovation it offers, can help organizations achieve higher levels of success.

In her Avectra blog post “The Wealth Within”, Amy urges organizations to focus less on what they don’t have, or can’t afford, and instead look within to uncover untapped resources and talent to bring innovation to their programs.

Read More

Business Intelligence Applications for the Nonprofit Sector

Business Intelligence Applications for the Nonprofit Sector

Now is the ideal time for nonprofits to learn more about business intelligence (BI) — the processes and technologies that transform data into information to help move an organization forward. Heller Consulting’s latest paper, Business Intelligence Applications for the Nonprofit Sector is an excellent way to learn the details of what BI is and what nonprofits need to know about it. It also provides a review of the current BI technology landscape.

Read More

Using CRM and a Narwhal Effectively

This is not the narwhal of which we speak.

One night when I was discussing databases with a friend at a bar (yes, this really does happen in San Francisco) he mentioned “Narwhal,” the database the Obama reelection team created to keep track of supporters for the 2012 election. Later that evening I did some research and discovered two interesting facts: (1) narwhals actually do exist (they’re a type of whale), and (2) the database that the Obama campaign named after this sea beast was the basis of a CRM system and strategy so sophisticated that the campaign raised $2.4 million in ONE DAY through a single, well-researched, well-executed email.

Read More
Page 1 of 1012345...10...Last »