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
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
Endowment: The Legacy of a ‘Legacy System’
Your endowment system contains the most critical information about your most extraordinary donors– yet spreadsheets, homegrown databases, and paper files are often the only way to maintain records of the most influential [or most heavily restricted] gifts. So...Read more