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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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?

Read More

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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Common Ground Discontinued… Change Happens.

 

 

The last week brought substantial news for those of us engaged in helping nonprofits with their CRM and fundraising systems.  Blackbaud announced the end of development, and eventually support, for the Common Ground application they purchased in the Convio acquisition.

Discontinuing Common Ground has a major impact, first and foremost for the hundreds of organizations already using the system.  Many have recently adopted the product, often after a lengthy search and implementation process.  Many of the organizations are smaller and have limited time and resources to implement another product in the next 18 months (before March 2014, when support for Common Ground is scheduled to end).  We consultants who serve these types of organizations are developing services and providing resources to help nonprofits make this transition, but this will only soften the landing – the leap will still be required.

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