The Nonprofit Starter Pack (NPSP) 3.0 is an App that configures Salesforce for lightweight demographic, relationship management, donation management and volunteer management needs of nonprofits. The NPSP is offered free of charge by the Salesforce Foundation. The Salesforce Foundation makes it easy to get NPSP 3 whether you are new to Salesforce or upgrading from an earlier version. NPSP 3 has also been updated to fully support Salesforce 1 for Nonprofits. Updates to the application are pushed out every few weeks and update your system automatically. Updates are based on a combination of roadmap items, responses to customer requests for functionality, and community-generated features. Heller Consulting released a white paper describing the basic features of the NPSP. Today we will be going over Data Model and Functionality.Read More
Nonprofit Starter Pack and NGO Connect are two separate entities of the Salesforce1 for Nonprofits Family. While each is part of a long-term roadmap for how an organization can realize the vision of a true Constituent Relationship Management (CRM) and becoming a Connected Nonprofit, they are different applications for different organizations.Read More
Requirements gathering, that is “what business processes do you want to emulate in your CRM” or in more lay terms, “what does your business want to DO” is really a targeted conversation about how your organization wants to move forward with constituent engagement.Read More
CRM is ultimately a strategy, as we’ve discussed at length in our white paper, Making Your CRM Aspiration a Reality. However, implementing the CRM vision relies on physical components to translate that vision into reality. This is why talking about CRM quickly and inevitably leads to such topics as software, websites and integration. Implementation of a CRM vision and strategy are inextricably linked to the technology that enables them.
At Heller we used to think about and talk about the technology enabling CRM as if it were a puzzle, a seemingly apt metaphor with multiple pieces that all fit together to form a whole. Each piece has a unique function and before a puzzle is finished, it’s not fulfilling its purpose. But when complete, it’s very clear that the efforts to put it together have been successful, and the job is done. The puzzle will stay finished forever.Read More
The real challenges to implementing CRM are defining your overall strategy and managing the organizational change necessary to make it happen. Over the past few weeks, we’ve discussed our top insights into change management we’ve gleaned from our work with nonprofits of all sizes and types. Today, we’ve gathered them into one post for your convenience. Still have questions? Check out our white papers on CRM and change management.Read More