Nonprofits are continuously presented with opportunities to engage with constituents – partners, volunteers, advocates, donors, the beneficiaries of the mission and more. While some organizations rise to the challenge and provide a rich engagement experience to those seeking to connect, other times organizations miss an opportunity to meet constituents with the right type of engagement at the right time. Those missed opportunities can translate to loss of connection, loss of dollars, loss of goodwill and loss of motivation to do more with the organization. To help nonprofits understand the impact this can have, Heller has created the paper Taking Engagement Seriously to explain how to develop an Engagement Strategy, and clarify how it can influence how your organization approaches all of your constituent engagement efforts. We covered the first step in planning an engagement strategy in our blog post on the CRM System. Step two focuses on developing an engagement strategy.Read More
We are coming up to an exciting time and I’m not talking about end of year fundraising, I’m talking about Dreamforce 2013! Taking place in San Francisco from Monday, November 18 through Thursday, November 21, this conference is not one to be missed if you use Salesforce. Speakers this year include the President of Yahoo, Marissa Mayer; COO of Facebook, Sheryl Sandberg and CEO of Salesforce.com, Marc Benioff.
So you’re a nonprofit who wants to figure out Salesforce on your own?
There are countless resources available to help nonprofits figure out what to do with Salesforce. Unfortunately, there is not a lot of help figuring out which resources are best. After seven years and over 700 projects, we at Idealist Consulting have gathered up the top six most helpful resources for nonprofits looking to figure out Salesforce.Read More
A fundraising solution isn’t a one-size-fits-all package. As a nonprofit evolves and grows, often its processes change, too. Processes might become more complex and more unique to that specific organization. While the nonprofit’s fundraising system may be able to keep pace with the changes, eventually the organization may simply outgrow its system and need to find one that better meets its needs today and in the future.Read More
If you’ve been tapped to be the point person working with a partner (or partners) on a project for your organization, congrats! Welcome to the wonderful world of being a project manager. Whether you know it or not, you have a huge role to play in the success of your project. We’ve polled our team of project manager superstars to get their take on some fundamental keys to success.Read More