Set Expectations for Change Management

change management expectations
We’ve covered the most important piece of change management, the people, but today we are going to dive a bit deeper into how you get those people on board and manage their expectations around the change.

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bbcon 2014 – Are You Going?

BBCON 2014 logo

bbcon is fast approaching! If you are attending (or are still lobbying your boss for the green light to go), here’s a quick whip of the event, how The Connected Cause is participating and where you can see Firefly in action!

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What is NGO Connect?

What is NGO Connect

Announced in September of 2014, NGO Connect (formerly named roundCause) is the cornerstone in the Salesforce Foundation’s comprehensive CRM offering – Salesforce1 for Nonprofits. NGO Connect is designed to not only meet all your fundraising needs but also enable your entire CRM strategy and constituent engagement channels.

NGO Connect has leapfrogged both the Nonprofit Starter Pack (NPSP) and traditional fundraising applications to become the long-awaited “next generation” solution that eliminates data silos, provides the much-desired “360-degree view” of constituents, and drives increased engagement and fundraising.

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Geopointe – Data Gets A ‘Geo’ Makeover

With mobile technology being a prominent focus on the platform and two mapping programs on the most popular apps list for 2013, it’s easy to see why an application like Geopointe would be at the forefront of this mobile revolution. Since 2010, Arrowpointe has been provisioning powerful geo data on the platform, and Geopointe essentially takes data and helps users render and analyze its geographical context. Integration with the platform along with Google maps, Mapquest and other leading geo-technologies make this app a powerful example of the robust nature of mash-ups and integrations.

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CRM & ROI? There is no RETURN…CRM doesn’t raise $, people do!


As you enter the initial phases of getting your CRM project investment funded by senior management and your board, a dialogue that will inevitably come up is “what is the ROI?” Wouldn’t it be nice to purloin from those MasterCard ads – priceless – and be done with it? This is the final in a 3-part series, “A complete CRM vision” – designed to help you plan your CRM.

In July and August respectively, I covered “From beginning-to-end staffing models” and “Don’t adopt a CRM” also important to consider during planning.

But today’s topic is ROI.

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Are you skeered of Online Strategies?

Scared of Online Strategies
Developing online strategies for a nonprofit organization is a constantly evolving challenge, and too often treated as a completely independent entity from the rest of the organization. Sadly, this constant flux and silo’d approach is one of the things that contributes to a lack of truly effective digital marketing efforts. To horribly paraphrase Olive Ann Burns, creating an online strategy is like pouring water into a Coke bottle, if you skeered, you can’t do it. If you approach it with the same care and planning as your direct response fundraising efforts, you won’t slosh a drop. The ALS Association is a recent example of an organization that wasn’t skeered to try something different and the return has been tremendous.

Can we all do an ice bucket challenge and get the same results? Maybe, maybe not. But we can all learn something from what they did and apply it to the effective tools and techniques that we have used for direct response fundraising for years. There was a time when someone did the very first run/walk fundraiser. Now activity-centered events have an entire genre of fundraising all their own. What will be the online fundraising cornerstone in 30 years? Who knows, but I’ll bet when we break it down to it’s core components, it will look pretty familiar and fit perfectly in your already robust CRM. (You do have a CRM, right?)

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