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Is It Time for Your Nonprofit or School to Make a CRM Change?

Blackbaud

Know Your Current Situation Frustrations with your CRM may be due to the limitations of the tool, but they may also be due to the way your team has chosen to use the tool, or a lack of training. I often consult with clients who arent able to use functionality in their CRM because of choices they have made with their data.

CRM 105
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Latest sector news

Strategic Grants

Australian not-for-profit experts say collaboration, mergers, new technology, artificial intelligence, better training and advanced financial management will help NFPs face any challenges of 2024. Find out more about our grants database GEMS, and sign up for your free demo, here. For more sector news, visit our blog.

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What Type of CRM Does My Organization Need? 4 Considerations

Get Fully Funded

Before switching to a new CRM, consider partnering with a consultant with expertise in CRM data management to help clean your database and ensure duplicate, outdated, and other unhelpful data is removed from your database and not carried over. Consulting. Many CRMs have in-house consultants and training options.

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The Nine Steps of Planning a Successful Technology Project

Tech Soup

If your project involves selecting software, create a shortlist of three to five systems that sound like they might be right, and schedule demos from the vendors. It's likely not a smooth process, and you'll likely need a consultant to clean up and transform the data to fit the new system. Train Users. Data Migration.

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Fundraising and Engagement Platinum Support

Bonterra

Streamline time and money spent on repetitive data hygiene activities and third-party consultants. Analysis of your support cases to identify common challenges and prioritize the right trainings for your team. Advance your team's skillset and technical knowledge with up to four hours per month of training with a dedicated expert.

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7 Ways You Can Connect at #16NTC

Tech Soup

We're especially excited to talk about three great offerings: Consultant Connection. Connect with Tech Training (and Techies!) NetSquared is TechSoup's volunteer-driven network of in-person nonprofit technology training and peer support events. — NetSquared Demo in the Microsoft Lounge. TechSoup Boost.

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Nonprofit Risk Management Tips and Resources for Your Event

Qgiv

Consult with government agencies, state and local law enforcement, and even the owners of the property you’re hosting the event on to ensure that you’re following the rules and laws that will keep the event safe and legal for everyone in attendance. Request a demo ! That’s why it’s important to know the laws in your area.