Top Qualities in a Great CRM Administrator

7 Things to Think About Before You Implement a Fundraising System

If you want your nonprofit’s Constituent Relationship Management (CRM) system to function at its best, you need a good set of eyes and hands managing it. A CRM Administrator is crucial for the success of your database.

Almost daily, nonprofits ask us to provide advice and insight about this valuable position. So, over the next few months, we’ll share our top tips — drawn from our 16 years of experience working with over 800 nonprofits — in a series of articles on this topic. Our goals: to give you an understanding of the best-case roles and responsibilities of a CRM Administrator and raise the level of expectations for this often under-valued position.

Read More

7 Ways to Streamline Your Fundraising System for End-of-Year Success [Tech Tips]

7 Things to Think About Before You Implement a Fundraising System
It’s here. The end of the year!  Time to think about streamlining your fundraising system for end-of-year success.  Ok, so maybe the calendar says we’ve still got several weeks to go, but for those focused on fundraising, December 31st looms large.

There’s a lot of money to raise and a lot to do — connect with prospects, process gifts, communicate with accounting, thank donors and report on progress — all at once, and often at break-neck speed.  To be successful, you need your fundraising system humming; any problems that you may be able to live with throughout the year can become major hurdles at year-end.  So let’s knock them down!

Read More

Top 10 Free Salesforce.com Apps for Nonprofits [Tech Tips]

 

 

Every week, I eagerly await the AppExchange digest to see what new Apps have been released on the AppExchange. I also like browsing the AppExchange to learn how others are solving their problems.

Over time, I have discovered a few Apps that I depend on to make my job easier as a Salesforce.com administrator, as well as some that I frequently recommend to nonprofit clients if the functionality is missing from their fundraising managed package. (For more information and in-depth reviews of top fundraising applications built on the Salesforce.com platform, download our recent report, The New World of Donor Management Apps for Nonprofits)

Read More

Transitioning your nonprofit to the Cloud [Tech Tips]

7 Things to Think About Before You Implement a Fundraising System
Recently, Heller Consulting presented a webinar series for NTEN about transitioning to the cloud. The series, “Transitioning your nonprofit to the Cloud: To Infinity and Beyond,” consisted of three webinars covering the topics of Security and Risk, Data Migration, and Preparing Your Organization. With all technology projects, there are considerations around strategy, tactics, technology and people; we addressed each of these areas, providing participants with actionable steps to take back to their organizations, and (we hope) quite a bit of food for thought.

Read More

The Challenges of Disparate Data in Nonprofits and How to Overcome Them

The article originally posted on the NTEN Connect blog.

Our data is scattered all across our organization!” Sound familiar?

As a consultant for the nonprofit sector, I hear it all of the time from clients. It was also one of the primary challenges I heard when interviewing 30 nonprofits for a recent study on Constituent Relationship Management (CRM) in the nonprofit sector.

When nonprofits talk about disparate data (or data “silos”), they’re usually referring to the use of multiple database systems at their organization. Often, this is the result of many years of adding specific systems to meet specific needs. Sounds harmless enough, right?  It might have been at the time…

Read More
Page 5 of 10« First...34567...10...Last »