The way we see it, marketing automation tools are a natural extension of a successful CRM ecosystem. Having captured data and with a 360-degree view of constituents, organizations can take the next logical step and leverage automation tools to connect ...Read More

Preparing your fundraising information for your accounting system isn’t always easy. In fact, it can take significant time and effort to align and reconcile data properly. That’s something Salesforce has aimed to make easier with the release of ...Read More

In the midst of the COVID-19 crisis, nonprofits everywhere are expecting radical shifts in strategy, revenue, and day-to-day operations. Because of this, many organizations are worried about staying afloat and coming out the other side.  That’s why it’s ...Read More

Gaining buy in for new CRM technology across multiple departments challenges even the nimblest organizations. For food banks, the needs and interests of program staff and the fundraising department require careful consideration, especially in cases where not everyone agrees on ...Read More

Like everyone today, animal shelters are changing how they operate amid the fallout of the COVID-19 pandemic. Some shelters had already begun setting up pet food pantries for those who struggle to afford to adopt or keep pets; as with ...Read More

During these turbulent times, many of our nonprofit clients are re-prioritizing their investments, focusing on marketing automation to quickly ramp up fundraising and improve results. They’re getting up and running (and comfortable using) Pardot, a powerful marketing automation solution, ...Read More

 “What’s our new normal?” and “What technology will we need?” This is what we are hearing after most nonprofits quickly implemented or improvised solutions to support fundraising, programs, remote working, volunteers, and more. Now, they’re assessing the longer-term ...Read More

Microsoft has been talking a lot lately about their Common Data Model as it relates to their solutions for nonprofits. The Common Data Model provides a framework for defining and storing data that can be accessed by multiple tools and ...Read More

Peer-to-peer fundraising has exploded in popularity the last several years, and an increasing number of nonprofits are working the method into their annual fundraising calendars. The fundraising style, which involves equipping individual participants to raise money on behalf of a ...Read More

We’d like to go ahead and save your organization some precious time. Even if you don’t see an urgent need for technology change today and are “doing just fine” meeting your goals with tools in place, you need ...Read More