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Debunking the Single CRM Myth
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Bobby Wright
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2019 Nonprofit Technology Trends
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The Challenges of CRM: Aligning People, Processes, and Technology
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New Guide: Understanding CRM for Nonprofits
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Did I Choose the Wrong Nonprofit CRM Platform?
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CRM Technology: Strategic Planning vs. Strategic Management
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Webinar – Flash Class: Using Change Management to Ensure Success in Your Technology Initiative
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2018 Reflections
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3 Ways to Minimize a Productivity Dip
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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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Change Management

CRM Implementation ServicesOur certified change management practitioners help organizations transition from one way of working to another. For new systems to be effective, users with different learning styles, goals and levels of interest must be engaged and willing to adapt. We can give your project teams and leadership the tools to make that happen.

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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

Debunking the Single CRM Myth

In the not-too-distant past, nonprofit organizations talked fervently about the importance of all areas of an organization operating from a single nonprofit CRM platform. There was an assumption, typically unchallenged, that the best state for all organizations would be for every department, every functional area, to be in one system. One operations analyst, who had a talent for wry humor and an affection for Tolkien, referred to his organization’s massive effort to move everyone onto one nonprofit CRM software as the “one ring to rule them all” project.

Many of these efforts are fruitful and effective, and for some organizations, an end goal of operating every area from one single-platform solution is a good goal. But here’s what’s different now: organizations are no longer assuming that the best end-state for everyone should be one CRM solution across every department in an organization.

The single CRM myth is being challenged, and we think it’s a good thing.

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2019 Nonprofit Technology Trends

2019 is likely to be one of the most dynamic years in recent memory for nonprofit technology.  There are a number of transforming and exciting trends, ultimately resulting in more and better choices for nonprofit organizations looking to leverage technology to support and deliver their missions.

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The Challenges of CRM: Aligning People, Processes, and Technology

All nonprofit organizations face their own set of unique challenges to successfully carry out their missions. But, regardless of their individual goals, structures, and processes, all nonprofits must engage efficiently and effectively with their constituents and establish positive relationships with donors, sponsors, staff, and volunteers alike.

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New Guide: Understanding CRM for Nonprofits

Constituent relationship management (CRM) for nonprofit organizations has been around for almost two decades. And while it is not new, the role CRM plays in nonprofits has been evolving along with the technology behind it. As a result, some organizations struggle to keep up with the ever-changing functionality and capabilities of CRM while others are unsure of how to properly implement it.

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Did I Choose the Wrong Nonprofit CRM Platform?

This is a question that causes many executive decision-makers and nonprofit IT managers  to lose sleep at night. After springing for an expensive constituent relationship management (CRM) solution, the gnawing doubt sets in about the decision to invest in that particular platform. Is this software too much or too little for what we need it to do? How hard will it be for our people to get up to speed on it and have it start making a significant – and positive – difference in how we interact with our donors, volunteers, and other key constituents?

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CRM Technology: Strategic Planning vs. Strategic Management

When considering the CRM landscape today, it’s important to think about both technology and the context that drives it. Ideally, we’d say that the strategic needs of organizations have driven technological development. While that’s partially true, it remains the case that some organizations allow technology to drive their strategies instead.

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Webinar – Flash Class: Using Change Management to Ensure Success in Your Technology Initiative

Have you ever championed or a led a project to introduce new fundraising technology at your organization, only to have users ask for things to stay exactly the same?

Getting leadership approval and budget in place may seem like the largest hurdles, but a lesser known challenge is ensuring all stakeholders are on board. Ultimately, the success of any technology project lies in whether people adopt and use the tools to improve their work.

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2018 Reflections

It’s hard to believe that 2018 has come and almost gone. We’ve tackled big problems for our clients, solved challenging technology puzzles and collaborated to put forth some of our best work to date. Before we look ahead to an exciting 2019, we chatted with some of our team members about their 2018 reflections and what work inspired them this year.

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3 Ways to Minimize a Productivity Dip

There’s a reason many of us put off getting a cell phone until we have to: for the first couple days (or weeks, in some cases), everything takes longer. There’s the upfront investment of time to set preferences the way you like them, authenticate passwords, and learn which buttons do what when. Getting a new device makes you think again, makes you pay attention. It can be tiresome, inconvenient and sometimes frustrating. This same scenario plays out on a large scale across organizations when making a large technology change, and it’s called a productivity dip.

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Guest Post: 8 Dos and Don’ts for Crafting Your Fundraising Strategy

No matter if your team is planning this year’s annual fund campaign or gearing up for a long capital campaign, you need to start planning your fundraising strategy to ensure your success.

Bob Happy from Averill Solutions shares these tips for managing successful fundraising campaigns.

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