We had the privilege of joining advancement services professionals from higher education and nonprofit organizations at the AASP Summit 2022 in September. In our conversations at the Heller Consulting booth, the networking event we sponsored with our friends at UC Innovation and DonorDrive, and throughout the conference, one thing was clear: Advancement professionals are preparing technologically for the future.
These are big challenges. However, with the right approaches, you can tackle them in a way that not only helps your organization survive, but also thrive.
Here are some of our top tips:
If you know that your CRM system isn’t doing what you need it to do, and you’re ready to make a change, don’t go straight into software shopping. Instead of comparing lists of software features, take a more modern approach to software selection.
Keep in mind that choosing software is no longer just about replacing one software product with another. Today, it’s more about considering your organization’s goals and selecting a mix of technology that works together to help you achieve your mission most effectively – even if you don’t implement all of the software products right away.
Thinking about a move to Salesforce? Read our guides for what you should know:
What about if switching software isn’t an option? There might be ways to optimize your current technology to meet your needs. For example, if you’re using Salesforce, which is a powerful tool for advancement professionals, keep in mind that the platform is always evolving, and you might not be using it to its full potential. Stay current on the latest tools and enhancements, and take advantage of trainings offered by your software vendor.
Do you need new technology, or can you work with what you already have? Read the guide, What to Consider Before Replacing Your CRM, to find out.
No matter how good your reports and dashboard might be, they won’t work optimally without good, clean, reliable data. Discover top tips for data management in the guide, 4 Tips to Better Manage Your Nonprofit’s Data.
If you’re an advancement professional looking for technology solutions to help reach your organization’s goals, the Heller Consulting team is ready to assist. We help nonprofits and higher education institutions find the best technology solutions for their specific needs.
So, if you’re considering a move to a new system, or need to get more out of the system you already have, contact us to get started. We’ll work with you to evaluate the systems you have, choose the right solutions to meet your needs, and build a tech strategy that serves you now and keeps your organization going strong.
Higher Education Advancement + Salesforce
Have you contemplated using Salesforce for your higher education advancement needs? This guide takes you through pre-implementation planning and best practices for a successful Salesforce implementation.Download Now
Salesforce Solutions for Nonprofits
Looking to learn more about the basics of Salesforce? This guide covers two different options for adopting Salesforce including the new Nonprofit Cloud.View Now