Tag: CRM

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

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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The Mountaineers Go Mobile

Mountaineers mobile

Go check out mountaineers.org on your favorite mobile device. It’s beautiful! The early engagement strategy work we did with The Mountaineers (here’s a link the case study) 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 …

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Salesforce Integration Supercharges Dogwood’s Organizing

Dogwood Distributed Organizing

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 …

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Friends with Benefits — Monthly Donors

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 …

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Legacy Party – Oh Yeah!

Legacy Donor Party

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 …

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