7 Ways to Streamline Your Fundraising System for End-of-Year Success [Tech Tips]

7 Things to Think About Before You Implement a Fundraising System
It’s here. The end of the year!  Time to think about streamlining your fundraising system for end-of-year success.  Ok, so maybe the calendar says we’ve still got several weeks to go, but for those focused on fundraising, December 31st looms large.

There’s a lot of money to raise and a lot to do — connect with prospects, process gifts, communicate with accounting, thank donors and report on progress — all at once, and often at break-neck speed.  To be successful, you need your fundraising system humming; any problems that you may be able to live with throughout the year can become major hurdles at year-end.  So let’s knock them down!

Read More

Top 10 Free Salesforce.com Apps for Nonprofits [Tech Tips]

 

 

Every week, I eagerly await the AppExchange digest to see what new Apps have been released on the AppExchange. I also like browsing the AppExchange to learn how others are solving their problems.

Over time, I have discovered a few Apps that I depend on to make my job easier as a Salesforce.com administrator, as well as some that I frequently recommend to nonprofit clients if the functionality is missing from their fundraising managed package. (For more information and in-depth reviews of top fundraising applications built on the Salesforce.com platform, download our recent report, The New World of Donor Management Apps for Nonprofits)

Read More

Transitioning your nonprofit to the Cloud [Tech Tips]

7 Things to Think About Before You Implement a Fundraising System
Recently, Heller Consulting presented a webinar series for NTEN about transitioning to the cloud. The series, “Transitioning your nonprofit to the Cloud: To Infinity and Beyond,” consisted of three webinars covering the topics of Security and Risk, Data Migration, and Preparing Your Organization. With all technology projects, there are considerations around strategy, tactics, technology and people; we addressed each of these areas, providing participants with actionable steps to take back to their organizations, and (we hope) quite a bit of food for thought.

Read More

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.

Read More

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
Page 6 of 7« First...34567