A client recently asked about my thoughts on the nonprofit software industry. Specifically, they wondered, “Are the leading software providers in our space still relevant in terms of being end-to-end providers?” This question brought back memories of watching the...
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Best Practices for Development Environments to Boost Morale & Productivity
If you’re lucky enough to have in-house developers who solve problems through code, it’s important to establish an effective environment for them to work in. Without one, your talented developers will be forced to spend valuable time completing tedious tasks rather...
Read moreExpert Access for Blackbaud CRM Simplifies Fundraising Operations for Southern Poverty Law Center & University of Central Florida
As with all great technology, over time your beloved CRM solution will eventually reveal minor (and sometimes major) gaps between its functionality and your day-to-day necessities. Every CRM system has its strengths, and every platform has its weaknesses. Which leads...
Read moreName Your Sacred Cows for CRM Implementation Success
Before You Can Make Change, You Must Know the Things You Cannot Change Let’s take a quick detour from Salesforce and focus on a particular dimension of Legacy 2.0 that I call, “Naming Your Sacred Cows.” With the idea that Salesforce can be an asset to avoiding Legacy...
Read moreImplementing Salesforce? Make Innovation a Success Metric.
Everybody loves Salesforce—at least that’s the way it feels. Salesforce and its reliable nonprofit fundraising derivates offer tremendous customization, mobile-readiness, and automation capabilities, just to name a few of its best-known, distinguishing features. In my...
Read moreCould Salesforce be the Answer to Legacy 2.0?
One of the most common risks in an enterprise CRM system implementation is “Legacy System 2.0,” or “Legacy 2.0” for short. This is such an important topic that I’ve been writing about it for years. Legacy 2.0 is a term I coined to describe the almost universal...
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