Archive - January 2017

1
Becoming a Certified Sales Cloud Consultant
2
Reduce the Risks in a Data Migration
3
Analytics for Nonprofits: Is it important?
4
NPSP: Pathway to a Connected Nonprofit
5
Getting Started with CRM: Roadmap Webinar Series

Becoming a Certified Sales Cloud Consultant

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The Salesforce Certified Sales Cloud Consultant credential is one of the advanced certifications offered by Salesforce, and encompasses sales, marketing, analytics, and the interfaces required to successfully design and implement Sales Cloud solutions. Jennifer Thall has recently earned this certification and we asked her to share her thoughts on the process.

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Reduce the Risks in a Data Migration

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It is inevitable. At some point every nonprofit organization will have to migrate their data from one system to another. Whether it is for an upgraded version of their current system or to an entirely new system, the reality is that technology evolves. Older data structures weren’t designed with newer system capabilities in mind, so they can become less efficient. Plus, over years of input and use by a variety of people with evolving processes, data integrity can drift from its optimal state. Eventually, all data storage can benefit from being examined, cleaned, and optimized. While beneficial, optimizing a data set and then preparing to return it to the existing or new system does present many risks. It’s possible to lose, disconnect, or even corrupt years of valuable constituent history. In fact, as many as 84% of data migrations projects fail to meet expectations. Why?

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Analytics for Nonprofits: Is it important?

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Analytics is becoming a popular buzz word in the technology industry but what does it really mean to your nonprofit? Is it worth the effort and investment? In a nutshell, analytics for nonprofits is using your data to objectively evaluate your organization’s practices, providing insights for effective forecasting and decision making. It is a detailed analysis built with accuracy, consistency, and rigor over an extended period of time. To be clear, analytics is not the typical reporting that many organizations already do.

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NPSP: Pathway to a Connected Nonprofit

nonprofit-success-pack-san-francisco

Developing a successful nonprofit CRM requires more than straightforward feature comparison between different solutions. It requires an understanding of current successful processes and thoughtful consideration of future strategies. Unfortunately, many organizations become entangled in the complex challenges of this process, so continue to struggle with inefficient and disconnected legacy systems.

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Getting Started with CRM: Roadmap Webinar Series

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CRM is about more than just technology. It involves a combination of software, systems, and most importantly strategy. While it is tempting to simply compare software features, migrating to an effective CRM involves considering how you intend to engage with your constituents, how your organization works as a team, and what you need to get out of your system.

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