Phones, and Laptops, and Tablets, Oh My!

The amount of devices you use to connect with your organization’s supporters might seem like you have become a circus act, juggling so many phones and tablets at one time. Have you taken the steps to ensure that these devices are working in your favor? Read on for...

A Class of Their Own

The classes and programs that your nonprofit offers are an asset to the community. As you continue to offer these resources to students in your area, it is vital that you stay organized. What is the best way to capture your student data and then use this to compile...

On The Right Track

As we grow up, we all participate in countless roll calls. Familiarity with checking off your attendance to events and classes over the years will come in handy when putting a process in place to track attendance at your nonprofit. In yesterday’s blog post, I touched...

Capture Student Information Successfully

For the programs that your nonprofit offers to students in the community, you know the importance of keeping track of the most recent contact and activity information per student. Today’s blog will address a few ways to ensure that student information is captured...

Workflows: When Ideas Become Reality

When you are working for a nonprofit, you are usually incredibly busy. That means a lot can slip through the cracks, especially in terms of how you communicate with donors and volunteers. Workflows to the rescue! Setting up workflow rules in Salesforce can automate...

Data Cleanup Doesn’t Have to Be Messy

WIth today’s CRM options for your nonprofit, like Salesforce, you have the ability to collect as much data as you want about current and potential donors, volunteers, sponsors, and staff. Just because you CAN collect all that data, does that mean you should? It is...