by admin | Jul 12, 2020 | Data Management, Fundraising, Operations
Two aspects of education institution automation are admission services and parent-teacher organizations (PTOs). You might ask: How so? Well, when it comes to admissions services, are you recording every aspect of the admissions process? From first contact, to campus...
by admin | Jul 7, 2020 | Data Management, Technology
One of the cool things about Salesforce for nonprofits is that it can be integrated with apps from other software companies. The idea is to take everything you want your Salesforce system to do and make it all work in harmony. Just take a look at the thousands of apps...
by admin | Jul 6, 2020 | Data Management, Operations, Technology
There’s no doubt: Salesforce, an extremely popular and powerful customer relationship management (CRM) system for for-profit businesses, is also a great donor management system, volunteer management system, and event management system for nonprofits. The best part is...
by admin | Jul 5, 2020 | Data Management, Operations, Technology
As a nonprofit, one of your goals is to develop and engage as many donors and volunteers as possible. However, in many cases, it is difficult to keep track of individual relationships with each of these valued people. Salesforce changes all of that. At a glance, you...
by admin | Jul 3, 2020 | Data Management, Operations
Salesforce can be overwhelming for a nonprofit that’s implementing it for the first time. There’s so much functionality that it’s difficult to know where to start. The fact is, as a nonprofit, you don’t need all of the functionality of Salesforce. What’s more...
by admin | Apr 11, 2020 | Data Management, Technology
Can that be right? Is it even remotely possible that reporting in your CRM can be simple? Friends, it IS possible! However, you have to look at what else the CRM option offers that leads to better reporting for your nonprofit. Reporting cannot be avoided, so having it...
