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Name Your Sacred Cows for CRM Implementation Success

by Brandon Ferris on Jul 30, 2020
CRM, System Selection, Zuri Group

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...

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Implementing Salesforce? Make Innovation a Success Metric.

by Brandon Ferris on Jul 8, 2020
CRM, System Selection, Zuri Group

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...

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Could Salesforce be the Answer to Legacy 2.0?

by Brandon Ferris on Jun 17, 2020
CRM, System Selection, Zuri Group

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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Q&A with Elizabeth Vila, CRM Conversion Consultant

by Zuri Group on Oct 7, 2019
Conversion, CRM, Fundraising, Zuri Group

Elizabeth Vila is a CRM conversion consultant who uses her knowledge of Blackbaud systems and experience with nonprofit organizations to implement custom solutions for clients.. Get to know her better in this Q+A! How did you get started in working with nonprofits?...

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Boredom and the Art and Science of Implementation

by Brandon Ferris on Apr 10, 2019
Conversion, CRM, Operations

We want to make your life boring. Why would we do that to you? Nobody really likes to be bored. We like to be engaged, entertained, so absorbed that we’re blissfully unaware of the passage of time. But sometimes a little bit of boredom can be a victory. In fact, I...

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