The Latest from Our TeamStrategy, Guides & News for the Nonprofit Community
Expert Access for Blackbaud CRM Simplifies Fundraising Operations for Southern Poverty Law Center & University of Central Florida
Learn how clients are using Expert Access for CRM to overcome system limitations and increase efficiency.
If you’re looking for ways to maximize holiday fundraising, consider weaving peer to peer campaigns into #GivingTuesday, holiday giving, and New Year’s Eve.
We’re regularly asked about partnerships, and we have a way of thinking about this: Zuri is always a big “P” partner for clients but little “p” partner for vendors. Here’s why.
Email content can be the final variable in whether or not your emails reach your constituents’ inboxes. Here are a few best practices to ensure your message is heard.
What have the first several months of the pandemic taught us? For each of us it’s different, but our clients’ experiences are starting to show four patterns.
We must acknowledge that there are things that cannot be changed in a CRM implementation and must be replicated in the new system. These are what I refer to as Sacred Cows.
If we wish to change the way we do business by leveraging a system like Salesforce, include success metrics based on things that people do.
One of the most common risks in an enterprise CRM system implementation is Legacy 2.0. Could Salesforce be the answer?
Recurring donors are at least 3x more valuable than one-time donors. Create an effective recurring gift program that will keep monthly revenue flowing.
Advancement Services can improve work from home arrangements by encouraging a self-service environment. Use training and tools to make the most of the current situation.