In this post I will breakdown some of the basics of Salesforce.com for nonprofits. In Heller Consulting’s recent paper on Salesforce.com-based donor management applications, we covered the fact that Salesforce CRM, as natively designed, is meant to track business-to-business relationships and sales opportunities. But Salesforce.com is a platform that is exciting to nonprofits for many reasons, so it’s important to go “back to basics” and understand what alterations have been made to make the platform attractive for everyday fundraising and other nonprofit needs.Read More
Managing donors and fundraising is no simple task. Integrating your nonprofit beyond donor management using CRM (Constituent Relationship Management ) systems can make the work easier by providing a robust set of tools for staying in touch with donors. But that’s not the only thing that CRM can offer an organization.
CRM offers powerful opportunities to integrate an organization around mission management. Likewise, there is a lot that needs to be done internally to keep the lights on in your nonprofit: CRM can be used to integrate operations, too. So, how do you get started?Read More
If you want your nonprofit’s Constituent Relationship Management (CRM) system to function at its best, you need a good set of eyes and hands managing it. A CRM Administrator is crucial for the success of your database.
Almost daily, nonprofits ask us to provide advice and insight about this valuable position. So, over the next few months, we’ll share our top tips — drawn from our 16 years of experience working with over 800 nonprofits — in a series of articles on this topic. Our goals: to give you an understanding of the best-case roles and responsibilities of a CRM Administrator and raise the level of expectations for this often under-valued position.Read More
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
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
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.