As a nonprofit organization, which factor do you believe best showcases the success of your mission? Overhead to program expense ratio Having money left over to reinvest at the end of the year Programmatic statistics related to mission impact As with many...Read more
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 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
Could 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...Read more