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Business Intelligence for Nonprofits: Power BI
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Increasing Your Impact with Salesforce
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Using The Raiser’s Edge and Salesforce in Peace and Harmony
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Transcript: NGO Connect Webinar
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A New Reality: Integrating The Raiser’s Edge and Salesforce
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Webinar: ClearView CRM: CRM Options for Enterprise Nonprofits
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Communication Best Practices: Preparing for Change Before “Go Live”
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Webinar: How to Thrive in an Uncertain Fundraising Environment
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Business Intelligence Tools for Nonprofits: Quicksight
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Transcript: Blackbaud CRM Solutions
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CRM Strategy & Design

CRM Strategy & Design ServicesWith a clear vision and strategy, a CRM system becomes an invaluable tool in delivering your mission and supporting your institution. We guide you to develop a CRM vision to clearly define your needs and goals, and then build a detailed CRM strategy & roadmap that serves you and into the future.

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CRM Implementation

CRM Implementation ServicesOur nonprofit & higher ed experts can implement your CRM ecosystem– aligning strategy, technology, people and processes to match your CRM vision– while deftly guiding your team through the changes that will impact your organization or institution.

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Fundraising & Engagement

CRM Implementation ServicesWith certified specialists experienced in nonprofit engagement strategies, we can help you plan, implement, and integrate engagement tools that align with your strategy, team, and mission goals. We deliver strategies and tools to maximize your fundraising efforts and engage with your constituents.

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Technology Strategies for Nonprofits & Higher Ed

Better engage with your constituents, more effectively deliver your services, expand the impact of your mission – these are the key strategic goals of forward-thinking organizations. Contemporary strategies and technologies offer a wide array of options to help you realize these goals. For 20 years we’ve been helping nonprofits develop and align their strategies, technology and operations. Find out how we can help your organization >>
Featured Posts

Business Intelligence for Nonprofits: Power BI

business intelligence nonprofits power bi

In August we posted the first installment of our Business Intelligence for Nonprofits series covering the Amazon Web Services based tool set Quicksight. This month we are taking a look at Microsoft’s Power BI suite. It’s essential for organizations to understand that effective use of business intelligence tools and techniques can transform their stored data into a valuable asset that provides evaluation of past efforts as well as insights needed for future decisions. Find out more on what business intelligence can do in these two papers designed to get nonprofits started on the road to effective BI strategies. Business Intelligence for Nonprofits was released in 2014 and covers some of the early tools adopted by nonprofits. For details on getting started with your own analytics initiative, please download our paper Introduction to Analytics for Nonprofit Executives or contact us directly to discuss your specific needs.

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Increasing Your Impact with Salesforce

increase impact salesforce event

Salesforce.org provides nonprofit organizations with powerful and flexible CRM solutions designed to nurture lifelong relationships with donors, volunteers, and more. The sophisticated and customizable Salesforce platform allows every organization to deliver their mission more efficiently and effectively with advanced campaign management, real-time analytics, and comprehensive collaboration tools.

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Using The Raiser’s Edge and Salesforce in Peace and Harmony

raisers edge salesforce harmony balance

Pop-quiz: please close out of Facebook and answer the following question:

‘If I use both The Raiser’s Edge and Salesforce to manage different areas of my nonprofit, it’s because:

  1. I’m freakin’ crazy
  2. I truly enjoy working way too hard
  3. I’ll soon be dumping one system in favor of the other
  4. I realize that I can both engage more constituents across the board and raise more money by leveraging the best data out of both systems
  5. I’ve started to ‘drink the Kool-Aid’ – and think just maybe that The Raiser’s Edge and Salesforce could peaceably co-exist

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Transcript: NGO Connect Webinar

On August 30, Smita Vadakekalam hosted the roundCorner team to present the fourth installment of our CRM Options for Enterprise Nonprofits webinar series, showing the features and benefits of roundCorner’s NGO Connect. This series is designed to help organizations learn more about today’s CRM solution marketplace and develop strategies to overcome common obstacles preventing them from adopting new technology.

Below is the transcript of the webinar. To get the full context and view the demo of NGO Connect, please view the recording here.

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A New Reality: Integrating The Raiser’s Edge and Salesforce

raisers edge salesforce integration

Over the years, we’ve seen a lot of technological innovation that really changed the way nonprofits approached their work.  Raiser’s Edge 7 brought unprecedented sophistication to (and established new standards for) fundraising data management when it first came out. Peer-to-peer fundraising was changed forever by Convio. Salesforce’s entry into the sector pushed everyone to think of openness and expansion in whole new ways.

Today, there’s another shift we’re noticing that we’re particularly excited about, one that brings the best of these prior evolutions together: Solution vendors across the sector are embracing the idea of integrating systems in unprecedented ways, which means that nonprofits can more effectively utilize the combination of tools that best suits their needs. And we think that’s fantastic.

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Webinar: ClearView CRM: CRM Options for Enterprise Nonprofits

ClearView CRM options enterprise nonprofits

This is the fifth installment in our “CRM Options for Enterprise Nonprofits” series. In this webinar Heller Consulting’s Founder and Chief Strategy Officer Keith Heller will share proven CRM best practices based on his years of experience advising and leading organizations on their CRM journeys.

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Communication Best Practices: Preparing for Change Before “Go Live”

preparing for change before go live

The months leading to a technology project’s “Go-live” day can be stressful and nerve-wrecking. The time before, during, and after “Go-live” are all critical points of change for your colleagues undergoing the system implementation. It’s important to manage this change proactively from the start and to have a plan to manage this change. Ideally, the days leading to “Go-live” day have included a lot of work to prepare your stakeholders. Hopefully you’ve been engaging them in the project by building the awareness on why the project is important, addressing their “WIIFM” concerns, paving the way with clear expectations on training and using the new system, and holding your team accountable to what is expected. These are all the major tenets in the ADKAR model for change management.

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Webinar: How to Thrive in an Uncertain Fundraising Environment

thrive in uncertain fundraising times

The world of nonprofit fundraising is changing dramatically. As most organizations are planning for the upcoming biggest fundraising season of the year, the added risk and uncertainty makes an already stressful time of year even more intense.

  • Demographics and giving habits are shifting: The Boomers are moving into retirement, the Gen Xers are finally making enough money to give, and despite Millennials destroying everything, they are giving and volunteering more than any other group.
  • Political and economic climates are uncertain: Regardless of your affiliation, it’s clear that politics and the economy are impacting the reasons and amounts people give to nonprofits, as well as which ones they’re giving to.
  • Changing technology: Social media, mobile giving, direct mail, email. Every day seems to bring a new ‘must-have’ app, channel, or technology we need to master to be successful

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Business Intelligence Tools for Nonprofits: Quicksight

business-intelligence-nonprofits-quicksight

The landscape for business intelligence and analytics tools is constantly changing. In 2014 we released a popular whitepaper on business intelligence for nonprofits. Since then there have been many changes and new entries to the market, so this series of posts will feature four new tools we’ve seen most commonly used at nonprofit organizations. Our goal is to provide quick snapshots highlighting the basic features and functionality of each product. Organizations just starting to examine their choices will be able to quickly see the basic differences between the tools, and start to clarify which tools might be suitable for their organization. If you have specific questions about getting started with your own analytics initiative, please download our paper “Introduction to Analytics for Nonprofit Executives” or contact us directly to discuss your specific needs.

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Transcript: Blackbaud CRM Solutions

In our third installment of our CRM Options for Enterprise Nonprofits webinar series, Heller and representatives from Blackbaud showcased the features and benefits of Blackbaud’s CRM Solutions. We hope this series helps organizations learn more about today’s CRM solution marketplace so they can overcome the obstacles preventing them from adopting new technology.

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