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

In the not-too-distant past, nonprofits had few choices when it came to CRM software. Certain industry vendors had been serving the market for some time, and their products were specifically geared to the needs and functions of nonprofits and traditional ...Read More

For nonprofit organizations, implementing a new nonprofit constituent relationship management (CRM) system can seem like a daunting challenge. But with a sound strategy and execution plan, it’s actually quite manageable. In this post, I’ll share some of the ...Read More

This is part two of our series. Read part one here. Why is Impact Measurement Important? Funders and individual donors are requiring more of today’s nonprofits. We no longer live in a world where large organizations rule and rake ...Read More

Are you struggling with your nonprofit CRM? Constituent relationship management software (CRM) is a fundamentally important tool for helping nonprofits deliver their services and fulfill their missions. Unfortunately, as time passes and the needs of users and constituencies evolve, CRM ...Read More