Scaling Salesforce as You Grow, Part 1 [Tech Tips]

Scaling Salesforce as You Grow

I often find myself in conversations with co-workers and clients about the things that we see as common “gotchas” when scaling Salesforce as an organization grows — especially in a manner that supports data longevity, accounts for changes in people and processes over time, and can be easily accessed and understood from the Salesforce.com Reports Tab.  Perhaps this series of blog posts is a more granular follow-on to an earlier blog post of mine, “Using the Right Tools for the Right Jobs with Salesforce.com.”

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Top π Tips for Choosing a CRM System for Fundraising

Tips for Choosing a CRM System for Fundraising

The first rule of fundraising is this: It’s all about relationships. So, when you’re looking for a new fundraising system, keep that rule front-and-center. How will the system I’m considering help me better identify, cultivate and manage relationships? How will the system connect our big picture goals with our day-to-day operations?

Today, fundraisers can reap the benefits of constituent relationship management (CRM). The beauty of a incorporating a CRM system for fundraising is that it’s designed to help you identify, cultivate and manage important relationships. It’s not like the fundraising databases of yesterday — not just a place to toss in data. It’s not designed to torture you with arcane processes or challenge you to a wrestling match every time you want information. No, a good CRM system can actually reduce the time you spend in front of technology and increase the time you spend in front of people, so you can develop relationships (instead of carpal tunnel).

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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.

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Get CRMready, Part 3: Make Your CRM Implementation a Success

Make Your Nonprofit's CRM Implementation a Success

The Get CRMready nonprofit CRM readiness workshop wrapped up this week with the final webinar of the three-webinar series. Keith Heller, Smita Vadakekalam, and BJ Cortis of Heller Consulting talked about what it takes to implement a CRM system that will truly support a nonprofit’s strategies and drive growth.

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3 Common CRM Implementation Challenges Nonprofits Face

3 Common CRM Implementation Challenges Nonprofits Face

So you’re ready to dive into a CRM implementation project. You’ve determined that your nonprofit needs a CRM system  and that your nonprofit is CRM ready. You have weighed considerations for moving your data into a new system, and you’ve gotten the go-ahead to get started.

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