Project Success Comes from All Directions

Project Success Comes from All Directions

I’ve been working in the consulting business for about 9 years, working with and learning from smart, creative and innovative clients. While there are a million factors that can impact the success of a project, the most successful shared some common elements. Here are examples of what my clients have done to ensure project success. If you’ve read “Switch” by the Heath Brothers, I’ve picked out some of the “bright spots.”

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The Nonprofit Technology Ecosystem

The Nonprofit Technology Ecosystem

The online ecosystem is complex. Every component must seamlessly interact with each other in order to provide an effective, integrated experience for everyone. What components are we talking about? Everything from your nonprofit organization’s content management system (CMS), your constituent relationship management (CRM) system, your online marketing efforts, any additional microsites you’ve built and of course, your social media accounts.

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Salesforce: Ask the Experts

Salesforce ask the experts at #14NTC

If you could ask a magical Salesforce Expert genie a few questions about apps, tools, or techniques, what would you ask? Would you ask what are the best apps for email marketing? What are the best techniques for segmenting a database? How do I train new users on Salesforce? Maybe even what’s the best way for my organization to get started? Is the Nonprofit Starter Pack the best choice for me?

These are all great questions that a lot of consultants will charge you a lot of money to answer.

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Salesforce Spring ’14 Release Notes

Salesforce Spring '14 Release Notes

There have been lots of Salesforce Spring ’14 Release Notes posts out there in blog land, but I wanted to give my perspective on what I thought were the features which would have the most impact for nonprofit organizations. Of course, at 330 pages, I am bound to miss one of your favorite features, but these are the ones which jumped out at me during my review. Some are big, some are small, but I think all are great improvements to the platform. For a full review of what’s coming in the Spring ’14 release, be sure to check out the live event on February 12th, hosted by Salesforce.com.

Spring ’14 Release Note Features I’m Looking Forward To Using:

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Tips for Hosting a Successful Webinar

Tips for hosting a successful Webinar
While perusing the Social Media for Nonprofits LinkedIn Group, I came across a discussion on what the best webinar platform is and why. Over the past year we’ve hosted and participated in many webinars and figured we’d share some of our knowledge from experience.

While we were looking at the hosting options we’ve used for our webinars, and exploring ones that we hadn’t, it became clear that the service selected plays a small role in the success of a webinar, but there are many other factors that will determine success. Below are some tips that we’ve implemented to increase the success of our webinars over the past year.

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Why Investing in CRM Will Mean the World to Your Supporters

Why Investing in CRM Will Mean the World to Your Supporters 550x300

Years ago, I worked with a client who was trying hard to use segmenting and conditional content to create a more relevant experience for their constituents via email. We looked at the data, we found the people who took action on a particular issue, and then we grouped them together so that we could better tailor their communications to that issue. It helped. We saw some lifts in core email marketing metrics. But we were always left with a few nagging problems: What happens when the organization needs to send out information unrelated to that action and what if they did something different between the last time we sent them something and the next time we were about to send them something?

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