When working with prospective clients, I am frequently asked what accounting or financial features our CRM (Constituent Relationship Management) software provides. It is understandable that an organization would want to consolidate as many systems as possible, especially when nonprofits are continuously asked to do more with less. It is important to understand, however, that a… Read more
If you are looking for a new CRM database solution, your first step isn’t googling or emailing your peers for their suggestions about what they use and if they like it. Your first step should be determining what your software needs and priorities really are – then you can talk to your peers and ask… Read more
Surprise, fear, distrust, groans and dead silence are just some of the reactions I get from database shoppers when I ask them to send in their data for a Data Analysis. It catches people off guard, I guess – because not all vendors require a Data Analysis in order to write an estimate for migrating your… Read more
You wouldn’t buy a new car without knowing what you can afford, right? So why would you purchase a new Constituent Relationship Management (CRM) database system without doing the same? Maybe you are so frustrated with your current system that you are eager to see what all is out there. Perhaps you have been tasked… Read more
One inevitable aspect of purchasing a new database is moving all of your existing data into your new system. Moving your data into a new database system is just like packing up and moving into a new house – only better. No sore back, no broken stuff, no begging your friends for help or having… Read more
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