The Importance of a CRM Vision and Strategy
This post was originally published on 7/11/2016 and updated on 8/12/2022. While the need for a constituent relationship management (CRM) system and an overall CRM vision has become clear, many organizations have struggled…
What is a Donor Management System?
This post was originally published on 7/29/2019 and updated on 8/11/2022. Picture this: you’re the executive director of a small but fast-growing arts and culture nonprofit organization. Things are going well! In fact,…
What is a CRM for Nonprofits and Education Institutions?
A CRM is customer relationship management technology that helps nonprofits, educational institutions, and businesses manage their relationships with current and prospective constituents, students, and customers. A CRM gives organizations the tools to streamline…
How to Ensure Good Data Quality With Salesforce
You may have heard of the Data, Information, Knowledge, Wisdom (DIKW) pyramid, but just imagine what kind of wisdom you would — or more likely wouldn’t — gain if the quality of the data…
The Power of Innovative Tech in an Evolving Fundraising Landscape
You may be expanding your supporter base to new generations of donors, pivoting to livestream fundraising, or trying to understand new payment options. Whatever the future of fundraising and engaging donors looks like…
Crawl, Walk, Run: A Guide to Salesforce Implementation
Developing a successful CRM strategy takes thoughtful analysis, a clear timeline, and a dedicated team that is hungry for success. The crawl, walk, run strategy helps you build a simple framework to implement…
5 Documentation Strategies to Improve Your Salesforce Org
Are you a new Salesforce administrator? Are you just starting to customize your org? Or are you a seasoned Salesforce veteran admin, auditing what works and what doesn’t? No matter how you use…
Ask an Architect: 3 Recommended Steps to Building a Data Retention Policy
In this era of “big data,” nonprofit and higher ed institutions are able to use technology to collect more and more data every day. Whether migrating from legacy on-premise systems with decades of…
Why do I Need a Center of Excellence, Anyway?
“We’re going to spend a significant amount of time, effort, and investment to make our Salesforce implementation the best it can be. How do I ensure it’s agile, running efficiently, meeting the needs…
An Introduction to Categorizing Contacts in Salesforce for Nonprofits
This article was authored by Power of Us HUB community members Pierre Kaluzny, CEO/Founder at Sputnik Moment and Tal Frankfurt, CEO/Founder at Cloud for Good. Why categorize contacts? Most organizations have a need to…
