If you’re like many nonprofit professionals, you might find that as your organization grows and evolves, your data management systems begin to limit your ability to communicate effectively with constituents and donors. In an age when consumers have come ...Read More

It is not unusual for organizations to undergo some level of staff turnover during – and in correlation with – a significant CRM implementation. The process of clarifying organizational goals and examining business processes can prompt some people to question whether they ...Read More

Think of the idiom “The Straw that Broke the Camel’s Back” and apply it to a technology project. In any complex initiative, there will be challenges, hiccups, and errors. They should be expected, planned for, and dealt with as ...Read More

Big changes at your nonprofit can be scary, but there’s no doubt that they’re also exciting. When your organization opens the search for your next chief development officer or another top-level executive, you’re looking for a dynamic ...Read More

In deciding whether to migrate to a new CRM system — and if so, which one — there are a variety of factors and variables to consider. In this post, we’ll discuss some of the “gotcha” problems we’ve seen organizations ...Read More

If your nonprofit organization is implementing a new constituent relationship management (CRM) system, there’s a lot riding on success. But if your CRM project is beginning to flounder, how would you know? And if the project is indeed having ...Read More

Today, we look at some of the special considerations you may want to take into account when selecting a CRM if your organization has a large direct mail portfolio. If your organization relies on large numbers of donations from individuals ...Read More

The months and week leading to a nonprofit 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 involved in the system change. Go-Live communications ...Read More

Given the complex nature of the market and the major changes underway, it’s wise for any organization that currently uses a CRM platform (or is considering implementing one) to do its due diligence. That begins with understanding how your ...Read More

As social, economic, and policy factors change, the giving patterns of individuals and companies change in response. It wasn’t long ago that average donors sat down at the end of the year, possibly consulted with their families about which ...Read More