Database/CRM Essentials

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Communication Strategies For Your Next CRM Implementation

It’s 4:30 PM and you are sitting at your desk when your phone buzzes. You’ve received a message from a loving spouse or a good friend which makes your eyes narrow and your lips purse in annoyance: “What do you want to do for dinner?” After you’ve calmed yourself, you come up with the clever… Read more

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How to get the most out of your nonprofit technology – or know when to make a change

Your nonprofit has a mission. You have a strategic plan. You are on your way to fulfilling your mission. Okay, great! So how does technology fit into all this? As we’ve been discussing, organizations that work best are ones that use Technology as Strategy instead of considering their technology just another office supply. Technology should… Read more

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Why your organization needs data documentation

As you are no doubt aware, a nonprofit can look like a very different place from year to year. A change in funding, a new executive director, or a board vote to pivot the mission can all drastically alter the scenery of your organization. One year you may receive a lifesaving grant or large donation… Read more

A Primer on Nonprofit Dashboards

Guest Post by Jonathan Poisner. Jonathan Poisner Strategic Consulting helps nonprofits thrive. He does that by serving as a meeting facilitator and consultant, with a focus on fundraising and strategic planning. The phrase “Nonprofit Dashboard” is not one I recall hearing in my first decade in the nonprofit sector (1994-2004). Then, about 10 years ago, I started… Read more

Is your mailing list a mess? Tips for keeping it clean.

If you have ever spent hours trying to look up a name that you KNOW is on your mailing list, but can’t seem to find, then you understand the importance of accurate and consistent data entry. By standardizing the way information is entered, you increase the usefulness of your database including: More accurate query results… Read more