This update has been a big project as the field has changed significantly since we last published. Our goal remains the same — to help campaigners, Salesforce admins, and technology decision-makers choose the best advocacy platform. In this report, you will find an in-depth analysis of the various options including feature highlights, Salesforce integration details, …
Tag: CRM
Constituent Relationship Management (CRM) is the center of engagement technology. In these blogs, we share best practices, analysis tips, and project reviews.
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The Importance of a Thorough Discovery Process

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.
Six Technology Policies and Processes Every Nonprofit Needs

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.