Handling Change in Your Nonprofit During a CRM Implementation

Handling Change in Your Nonprofit During a CRM Implementation

In my 16+ years working with nonprofits on CRM and technology implementations, one lesson has come through loud and clear: When it comes to implementing new software, most of the challenges are not technology-related, they’re people-related.

There are many reasons why “people issues” complicate a software implementation, but one major reason is that change is uncomfortable for us people-types. We may like the idea of a new system, but the idea of changing the way we operate — well, that’s OK for other folks, but not for us.

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The Basics of Salesforce.com Reporting [Tech Tips]


If your organization is new to its Salesforce.com-based fundraising App, your staff members may find themselves initially frustrated when trying to extract reports — and then overwhelm your system administrator with requests for reports instead of extracting them on their own.

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Transitioning Your Nonprofit to the Cloud [Tech Tips]

About Tech Tips

Tech Tips are articles written by technology experts focused on nonprofit software, CRM and enterprise systems. We hope to provide nonprofits with information and tips that they can use in their daily operations. Please check back for frequent articles or subscribe to The Connected Cause and receive new tips via email as they are posted.

You may have done your research and selected a tool or service. You’re ready to transition to the Cloud. But, is your organization ready?

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Nonprofit CRM Breakfast Discussion – Dreamforce 2012


Great discussion and insights on CRM for nonprofits. Thank your for joining the session!

• Hugh Dwyer International – Rescue Committee, New York

• Willaim Nourse – Citzen Schools

• Sridhar Thodupunoori – JDRF

• Kate Hamilton – NatureBridge

• Robert Swanson – JDRF

• Patrick Milholland – NatureBridge

• Dorothee Weiler – JCCSF

• Sandra Peterson – SFZC

• Rose Napeek – St. Anthony Foundation

• William Nourse – Citizen Schools

• Mario Molina – ACE Climeate education

• Michael Belkin – URJ

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Interconnected Constituent Engagement: Is the CRM Pain Worth the Gain?

7 Things to Think About Before You Implement a Fundraising System

Constituent Relationship Management (CRM) seems to be on the lips of nearly everyone in the nonprofit world. Much has been written about the promise of integrated information, tearing down the silos, and more efficient, targeted fundraising campaigns. Of course, this is all true, and the realization of this promise means that the multiple places where your constituents touch you or your mission may finally be consolidated into one continually enriched database.

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