Zuri Group is continuously shaped by unique challenges and aspirations in the nonprofit landscape. This reflects our commitment to provide the knowledge and services necessary for our clients to reach their goals. When we opened Zuri Group’s doors over 15 years...Read more
It’s Not Typically On the Plan… But Watch for the Most Important Part of Your CRM Implementation
A CRM implementation project plan includes detailed workstreams with clear milestones for dozens of items: configuration, conversion, integrations, information delivery, testing, and so much more. However, a crucial component for success is vital to track and discuss...Read more
Change Management or Change Avoidance?
Change is often difficult for people to adapt to. So much so that we, as people, will often hold onto that which is cumbersome and inefficient but familiar just to avoid change. This change-avoidant behavior is so common that change management is quite often a formal...Read more
Name 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 more
Implementing 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 more