The Feeling of CRM

Feeling CRM Bernese Mountain Dog

What exactly is the feeling of CRM? Does it have a feeling, or is it just a communication industry buzz phrase? I’m certain that it does have a feeling, and an important one that can help measure how effective a CRM is. The way I experience it, the feeling of CRM comes from when I know an organization remembers me. Not just knows my name and email address, but actually recognizes me as a person beyond just simple data points. It’s a similar to the feeling I get when a server at my favorite restaurant knows I’ll like today’s special. I’m not just another three-top who need water and bread, I feel welcomed and appreciated. The feeling is amplified even more when it happens someplace unexpected. I want to share an example of the feeling of CRM, and how it relates to my dog Poe and me. That’s him above, and he’s pretty small.

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Top 5 Favorite Features of NGO Connect and Salesforce

5 Favorite Features of NGO Connect and Salesforce

These are some of the top features that customers report that their user bases find very useful (even fun!) and make the switch to Salesforce.com and NGO Connect even more worthwhile.

These features are great examples of the difference that the Salesforce platform can make
for your organization. In the past, traditional donor databases just didn’t have the computing power or architectural flexibility to offer functionality like this. Now, in the current era of powerful cloud-based applications like Salesforce, and with a stronger value placed on collaboration and constituent-centered focus, a new landscape of possibility has been opened up to fund raisers and other professionals who concentrate on cultivating relationships with constituents.

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Fundraising with NGO Connect: The Connected Nonprofit – Webinar Recap

Fundraising with NGO Connect

If you missed Heller Consulting’s Fundraising with NGO Connect webinar last month, fear not. Here’s a brief overview of what happened. Watch the full presentation over at Heller Consulting’s site, and check out the slides below..

Alliance to Save Energy (ASE) was one of the first organizations to be up and running with NGO Connect, the newest member of the Salesforce1 for Nonprofits family. While there are always benefits to being first, there is also a level of risk involved when leading a fleet into uncharted territory. Fortunately ASE was able to work closely with a team of consultants and developers who have the most experience implementing NGO Connect, and are now working with a powerful system that addresses much more than just their fundraising needs.

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NGO Connect Feature: Salesforce Case Management

NGO Connect Feature: Salesforce Case Management

Heller Consulting put together a list of the top 5 NGO Connect features in their paper, NGO Connect – Maximizing its Potential for You. So far, we have gone over Ease of Access and Viewing, Giving Summaries, Badges and Chatter. Today we will be going over Salesforce Case Management.

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Developing Skills in Your CRM Implementation

DevelopinDeveloping Skills for Change ManagementSo far, we have gone over a few important parts of a successful change management campaign: Communication Plans, Building Momentum, Reporting and Analytics, and Timely selection and Strategic Guard Rails. Today, we will cover the final step in your change management campaign: Developing Skills in your CRM Implementation.

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How to Ramp Up Your Recurring Revenue Program

How to Ramp Up Your Recurring Revenue Program

Idealist Consulting recently partnered with Mike Spear of Classy and Matt Scott of UpRaise Consulting for a webinar on how to ramp up your recurring revenue program. Recurring donations can be a game-changer for nonprofits of all sizes – up to 75% of one-time donors do not give again the following year, but most of this is preventable just by changing “the ask.”

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