Tag: CRM

Constituent Relationship Management (CRM) is the center of engagement technology. In these blogs, we share best practices, analysis tips, and project reviews.

Digital Advocacy and Salesforce Report 2.0

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, …

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TrailheaDX 2019- First Impressions

TrailheaDX guide

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!

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The Importance of a Thorough Discovery Process

UI wireframe

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.

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Play in Your Salesforce Sandbox!

sandbox

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 …

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