Author - Sandi Reinardy

1
How Integrating Raiser’s Edge and Salesforce Can Benefit Nonprofits
2
A New Reality: Integrating The Raiser’s Edge and Salesforce
3
Change Management IS PEOPLE!
4
How to Help Major Gifts Officers Succeed

How Integrating Raiser’s Edge and Salesforce Can Benefit Nonprofits

raisers edge salesforce integration examples

In earlier posts by Heller and Omatic Software, we wrote about a shift in approach to managing nonprofit data that is gaining steam: integrating Raiser’s Edge and Salesforce to leverage the strengths that each offer to nonprofits.

This week, we are hosting a webinar to discuss the types of integration opportunities that might be available in your organization. It has always been our philosophy that you should never invest in an integration unless you are very clear about action you will take with the data once it’s flowing back and forth. To help people think about how they might identify actionable use cases for their organization, we’ve put together three scenarios below that demonstrate possible ways to leverage combined data. Consider this an integration vision-board, if you will.

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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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Change Management IS PEOPLE!

change management is people

Maybe this title and image are a little more dramatic than necessary, but it’s true. Change management is all about people, specifically how they respond during times of change. The change may be something small, like getting a new laptop, or huge, like full-scale replacement of every mission-critical business system you have. In most cases, technology changes are expected to be good and help us better carry out our missions. A more robust CRM can yield powerful analytic data; a sharp, user-friendly website draws in support; replacing ancient hardware may not only boost processing speed but also keep morale from seeping out of people’s souls while they wait for their email to load. Despite the expected benefits, change can bring a degree of anxiety or even fear to the people involved.

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How to Help Major Gifts Officers Succeed

help major gifts officers succeed

It was six years ago but I remember it like it was last week. A colleague told me that organizations should use Salesforce to manage major gift fundraising, even if they weren’t going to replace their primary advancement system. I laughed, and then listed off the reasons I completely disagreed. At the time, it was simple:

  • Fundraisers need access to a full set of data
  • Data integration and reports are difficult and expensive
  • If major gift officers would take the time to put in their data, they’d have what they need

I won’t go so far as to say that I was wrong then, but a lot has changed in six years. The time is right to rethink the way we picture our advancement systems.

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