Sessions to Watch at BBCON including Keith Heller on Social and CRM

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First of all, what is BBCON? BBCON is the Blackbaud Conference for Nonprofits which is the premiere event for Blackbaud. This is the perfect place to meet thousands of other nonprofit professionals and listen to industry leaders speak about timely topics. Some of the keynote speakers this year include Jim Ziolkowski Founder and CEO of BuildOn, a nonprofit organization that builds schools in developing countries, and Kara Worcester from Wreaths Across America, whose mission is to remember fallen heroes. Two of our partners, Heller Consulting and Firefly Partners, have booths in the exhibit hall and will be attending #BBCON on September 29th-October 1st.

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Overview of the Testing Phase of a CRM Implementation

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We’ve covered the discovery phase of your Constituent Relationship Management (CRM) implementation, discussed which business processes you need to consider and provided an overview of converting your data from your legacy system to your new CRM. Today we are going to talk about the phase of the implementation that tends to be the largest time commitment for users – testing. All of these phases and more were outlined in our CRMready Webinar series that can be viewed here.

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3 Signs You Need to Integrate Your Databases

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Just as spongy brakes, squealing steering and smelly exhaust tell you to tune up your car, systems have ways of telling you a problem exists. Most organizations have good, functional reasons for keeping separate databases (e.g., for donor, program, finance, ticketing, etc.), but a lack of integration will ultimately manifest itself in ways that harm your mission. Following are three key indicators your databases might be telling you to make the connection.

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Webinar Alert! Salesforce Basics for the Accidental Administrator, Sept. 18-19

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Do you struggle with getting Salesforce information into reports? You know it’s in there, you can see it, but you just can’t get it into that silly report! Do you have donors who are also board members of nonprofits you partner with, and you’d like to capture those relationships in your database?

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Overview of Data Conversion Phase of a CRM Implementation

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While we have already discussed the gathering of information in the discovery phase of a new Constituent Relationship Management (CRM) system and considered how all of your existing core business processes for your CRM implementation, today we are going to talk about the nuts and bolts: the data.

This is where we go through, field by field, line by line and map out where the data from your legacy system will be named and living in your new system. For example, your legacy the field ‘First Name’ is going to be moved to ‘FName’ in your new system and the legacy field ‘Last Name’ is going to ‘LName’. It gets a little trickier when you are looking at the historical information like action and activities, but just remember that every piece of data does not need to be transferred.

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Four Excel Functions Explained and How Your Nonprofit Can Benefit

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As a CRM consulting firm, Heller Consulting encourages organizations to ditch their Excel spreadsheets in favor of a more dynamic data management tool. But we’re not going to tell you to ditch Excel as a data manipulation tool. In fact, some might say that Excel is the greatest data manipulation tool. Almost everyone has access to it, it has some extremely robust data manipulation functions, and for the most part it is easily self-taught – many functions can be learned by Googling, reading and testing.

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