Best Practices for Selecting Applications for Salesforce

Best Practices for Selection Applications for Saleforce

One question we are asked all the time is: What is the top App you recommend to do [Insert Need Here] on Salesforce? Where do you go for [Insert Need Here]? This can be mass emailing, volunteer management, merging duplicate records or any number of the things our clients need to do every day. And oh, what a world this would be if we could tell you we had a secret (or not so secret) list of our very best favorites for everything. If we did, we’d probably sell it on eBay, head to the Caribbean for a year, come back next year and see what’s new.

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Interview with a CRM Expert: Business Intelligence

Interview with a CRM Expert: Business Intelligence

This post is an abridged version of an article that originally appeared on npENGAGE.

I’m so excited to kick off my “Interview with a CRM Expert Series” and particularly pumped that we get to start with one of my favorite topics: BI, a.k.a. Business Intelligence. Today’s featured guest is Jay Nathan, Director of Platform Product Management at Blackbaud. Jay brings more than 12 years of experience in software, CRM and business intelligence with more than seven years working directly with nonprofits of all sizes. Jay also frequently blogs about topics such as software product development, entrepreneurship, books, and the wonders of the digital age.

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Benefits of a CRM

Benefits of CRM

You know what a Constituent Relationship Management (CRM) system is (if not, go brush up on it here), but now you want to go further and see what it can do for you and your organization. Lucikly for you, we just finished our CRMready Webinar series where Keith Heller talked about everything from what CRM is, how to plan for the implementation of a CRM system, best practices for implementing technology and more. These benefits of a CRM for nonprofits listed below were taken directly from the first CRMready webinar available here.

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Your Software Troubles – 3 Things You Can Do Now

Your software troubles, 3 things you can do now!

A lot of folks who participate in our CRMready Workshop say “Great vision, we want to get there, but we can’t just yet.  My systems are killing me, what can I do NOW?”  It doesn’t have to be an either/or answer.  What you do to solve your immediate problems can also be your first steps on the path to CRM.  So where to start?

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Scaling Salesforce as You Grow, Part 4 [Tech Tips]

Scaling Salesforce as You Grow

In the previous post, I covered picklist collisions and properly matching the function of Salesforce.com fields with the time and granularity of the data in your instance. Today, I’ll conclude with a few notes about Activities, namely when they’re helpful and when they can bog you down.

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Nonprofit Improves Processes, Reporting, and Efficiency with Move to New CRM System

Human-Services Case Study

Processes evolve. Needs change. And, it’s not uncommon for nonprofits to find that their old donor database or other Constituent Relationship Management (CRM) system — which once met their needs — can no longer support them.

But, once the big decision is made to move to a new system, there are still considerations: How do you safely move your valuable constituent data into the new system? How do you set up the new system to support new, more efficient processes and give staff members access to the data they need? What do staff members need to know about using the new system? By addressing these considerations, nonprofits can ensure they see the expected benefits of their new technology.

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