Tag: CRM

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

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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Borrow & Match

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 …

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Zombie Prevention!

(…otherwise known as Supporter Retention & Data Stewardship) Managing your email program is a big job. You have to pick the right database and email broadcasting platforms, and you need to be able to wield them well. You need to put together a good editorial calendar that everyone on your team understands and follows. You …

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The Quest: Broadcast Email & Salesforce

I have a (possibly unhealthy) obsession with broadcast email platforms that integrate with Salesforce. I’m always searching for the email holy grail — the right balance of power, usability, and reliability. When I heard in September that Campaign Monitor was launching a new Salesforce integration, I had to take a look. I’ve always liked Campaign …

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5 Essential Qualities of Great Salesforce Integrations (part 1)

The vast ecosystem of 3rd-party integrations 1 is one of the big reasons so many nonprofits use Salesforce. There are integrations for everything from broadcast email and SMS messaging to online donations and advocacy. A good integration is incredibly valuable: it will put data at your fingertips, save you time, and help you make better decisions …

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18 Months with Greenpeace

Last month we wrapped up an 18-month project with Greenpeace offices globally and Greenpeace’s Mobilisation Lab, collaborating on curriculum for organizing in the digital age. The training content ranged from basic theory to tool-specific case studies and focused on people-powered campaigning. For each training module, Percolator partnered with one or two Greenpeace staff to create …

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NPSP 3 Keeps Washington Hiking!

Trails Crew poses in front of tree

Washington Trails Association (WTA) is one of our favorite clients. While they are busy protecting hiking trails and wildlands and promoting hiking in Washington State, they are equally busy making sure their systems supporting that work are top-notch. In the midst of a huge custom volunteer management system rebuild, an online supporter dashboard remodel, and, …

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Always Go Up: NPSP Upgrade Month

Fog and island view off grassy butte

When hiking the myriad trails around Bellingham every weekend, I have a wanderer’s mentality. I often don’t plan a specific route beyond basic safety, but follow the path that seems most interesting when it appears. Thank heavens for GPS! I do have one rule though: When given the option, always go up. That way, you find fewer …

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What happened at Speed Geek?

For all of those you who joined us for Speed Geek (as well as those who didn’t!), we wanted to follow up with a quick recap. Speed Geek was a blast, complete with cowbell, and the great feedback we’ve received has us thinking we shouldn’t wait too long before planning another event. If you don’t …

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2014 Top Ten!

Our clients rocked 2014. We were were honored to be their partners as they developed engaging technology, tackled organizing problems and cracked online fundraising.  So, cue the drum roll. Here are the top ten amazing feats our clients accomplished in 2014: Grand Canyon Trust gathered more than 5,600 signatures and personal stories on a petition …

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