How to Prepare for a CRM System Implementation for Your Nonprofit

Your nonprofit may be moving beyond spreadsheets to track and manage your organization’s relationships with donors, volunteers, advocates, and other supporters. Or, your team may be replacing its current system. Either way, implementing a new Constituent Relationship Management (CRM) system requires planning and preparation. To help ensure your project runs smoothly and stays on track, […]

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[GUEST POST] Data Freedom and the Modern Nonprofit

Data has become more important than ever to nonprofits, especially those in the peer-to-peer fundraising space. Massive increases in charitable giving conducted through multiple devices (phone, tablets, desktops) driven by multiple marketing channels (social, mobile, search, etc.) has grown exponentially over the last several years. This has generated an enormous amount of data, creating an opportunity for organizations to […]

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Top Picks for Fundraisers at the 2017 Nonprofit Technology Conference

I’ll start this article about top picks for fundraisers at the 2017 Nonprofit Technology Conference (NTC) with full disclosure: I’m excited about #17NTC partly because Cathexis Partners will be exhibiting (booth #508!) and presenting at the event later this month. But, I’m also excited about the lineup of great content for fundraisers. Here are my […]

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[GUEST POST] Why Become a “Connected Nonprofit?”

Americans are giving at record numbers, and if the first couple of months are any indication, 2017 is shaping up to be another record-breaking year. While advanced consumer technology is now ubiquitous, less than 10 percent of annual individual giving is done online. However, the rate at which giving is moving online continues to increase, […]

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Salesforce’s Latest Release of The Nonprofit Success Pack Takes Nonprofit CRM to a New Level

Salesforce has a lot to offer nonprofits. Its CRM platform delivers a powerful, complex system for managing and reporting on all of your constituent interactions. It even includes donations and grant management functionality, pre-built and customizable reporting and analytics, and program and volunteer management functionality. And now, with Salesforce’s release of The Nonprofit Success Pack, […]

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