Here’s the simple truth: you cannot have a completely successful constituent relationship management (CRM) implementation without closely managing the organizational change it entails. While most discussions will center around the technological aspects of implementing a new platform or ecosystem ...Read More

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 ...Read More

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 ...Read More

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 ...Read More

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 ...Read More

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 ...Read More

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 ...Read More

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 ...Read More

With nearly 200 sessions specifically for nonprofits, over 3,000 sessions total and about 170,000 attendees, Dreamforce 2018 will certainly be an engaging event. It can be overwhelming to figure out how to make the most of it, but the good news is, there is ...Read More

We recently had the opportunity to develop a CRM Roadmap for a large food bank that wanted to streamline its systems and business processes to better serve its community. Like most food banks, it has a loyal constituency: many volunteers ...Read More