Constituent Relationship Management (CRM) is the center of engagement technology. In these blogs, we share best practices, analysis tips, and project reviews.
Does Salesforce's email "REMINDER: Critical Update for Lightning Experience due with Winter '20" have you worried you're about to be struck by lightning? You don't need a faraday cage, just a plan!
Are you a nonprofit admin or developer wondering if TrailheaDX can help you improve your skills, connect with important allies, and improve your nonprofit’s engagement technology? Barbara's report from TDX19 has the answers...and astronauts!
A discovery process is where your consultants spend time digging into how your systems currently work as well as your needs and ambitions for your new system. Discovery usually includes staff and/or other stakeholder interviews, technical research, and the formulation of an architectural approach and implementation budget.
Too often nonprofits manage technology from one emergency to the next, on a tiny budget, so technology policies may never cross their minds. But written technology policies are worth it. They will help you clarify your organization's approach to tech, set expectations for staff, and handle staff growth and turnover.
At Dreamforce 2017 last week, Percolator enjoyed time with clients, celebrating women in tech, and learning these tips for admins and engagement superstars!
Your message resonated, they say they agree! On your engagement pyramid, they are level 2, Endorsers. Learn how convert them in our latest DIY engagement strategy installment.
When your observers stop watching your work from the sidelines and officially opt in to your movement, they become followers. Here's how to convert, measure, and engage them.
Speaking of lovely integrations (because aren’t we always?), here’s a story about a custom volunteer management platform we launched last year for the Washington Trails Association (WTA).
I love the Road Runner cartoons! Somehow, the very fabric of space and time seems to twist and fold to the liking of this Jedi Master bird. But most of us can relate much more to our buddy Wile E. Coyote. The only law that seems to cater to Wile E. (and us) is Murphy’s …
Go check out mountaineers.org on your favorite mobile device. It’s beautiful! The early engagement strategy work we did with The Mountaineers is now displayed at our fingertips, and kudos to the lovely design and web development from our friends Neal Maher, Ethical UX, and the awesome team at Jazkarta. Our case study details The Mountaineers integrated web …
When Dogwood Initiative needed to mobilize BC residents to reclaim decision making power over the air, land, and water they depend on, they turned to distributed organizing— motivating and empowering champion volunteers to lead and organize others. When they needed all the tools they rely on for distributed organizing to integrate instead of get in …
Guest post by Sarah Nason, Operations Director at the Win/Win Network Full disclosure – this is not an unbiased post. I’m an avid fan of monthly giving programs. I always tell people that becoming a monthly donor is great because it, “gives us the sustainable funding we can count on each and every month to …
Guest post by Alia McKee, Sea Change Strategies Christmas carols in July? Please, no. Building snowmen instead of sand castles at the beach? Nah. Wooly sweaters at the swimming hole? Absolutely not. The cold, short days of winter seem far away, but that doesn’t mean you shouldn’t be thinking about year-end during the summer months. …
You have your grassroots donors and your members. Those folks are good. You have your monthly donors. Monthly donors are great. (Data tells us that monthly donors continue to give on a monthly basis for an average of 7 years…making that donor = to a major donor for many organizations.) More on them soon. Speaking of major …
Think about borrowing — that is my best online fundraising advice. Here’s what I mean: watch what the major nonprofits or large political campaigns are doing and test a similar version with your audience. Large organizations have the budget and list size to run all sorts of tests from button color to ask amount. Borrowing …
