Guides

Our executive guides are designed for leaders at nonprofits and higher education institutions of all sizes. Our hope is that these equip you make better decisions for your organization as you adapt and evolve your technology strategy in this ever-changing landscape. If you have any questions, or just want to chat about one of our guides, please contact us. We’re happy to discuss.

CRM Vision: An Essential Part of a CRM Roadmap

Defining a CRM vision is one of the first and most important steps when considering a CRM initiative, and an essential component of a com...
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Tips for Nonprofit Marketing Automation

Nonprofit marketing automation is in the midst of a technology tipping point. Powerful marketing automation tools have been available to ...
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Managing Technology Change at Enterprise Nonprofits

Managing technology change is becoming an important topic as nonprofit organizations adopt advanced CRM systems. Driven by the expectatio...
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In Focus: The Cost of Storage

Do you know the cost of data storage at your organization? Many high-level decision makers do not, and may not even be aware of which bud...
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Taking Engagement Seriously: Engagement Strategy and Your CRM

Every day, for-profit and nonprofit organizations alike are discovering that the experiences a customer or constituent has over the long-...
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