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

If you’re reading this article, there’s a good chance your nonprofit is using NGO Connect and considering a move to the Salesforce Nonprofit Success Pack (NPSP). My colleague, Jett Winders wrote a helpful blog article earlier this year ...Read More

If you are already on Salesforce and you’re looking to make small improvements, streamlining might be the right option for you. When discussing streamlining, we are referring to a process of optimizing or improving your current system. There is ...Read More

There are many reasons your nonprofit might be considering a change to a new constituent relationship management (CRM) system. Maybe your current CRM vendor is pushing you to upgrade to a new version of the system. Or, perhaps your old ...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

When you think about highly personalized customer experiences, you might think of companies like Amazon or Netflix. We’re all used to them offering up content and suggestions for “things you might like” based on what they know about you, ...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

Every nonprofit leader should be ensuring that their organization understands the importance of digital accessibility and taking action to put those principles into place. Sometimes achieving digital accessibility can be challenging – such as when it requires updating an obsolete system ...Read More

As a nonprofit professional, you might think of marketing automation as something that for-profit companies do. But today, nonprofits are using it, too. Commercial organizations have long used powerful marketing automation tools as part of a strategy to track customer ...Read More