Monthly Archives: April 2015

Leaving Luminate CRM (2 of 2)

Last week, we talked about what Luminate CRM means to nonprofits, and reasons why they leave.  This week, in a longer-than-usual fashion, we’ll review some basics for preparing to leave, how to start the departure, and tactics for what and

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Posted in Change Management, Organizational Management, Planning, Strategy

Leaving Luminate CRM (1 of 2)

Through the years, I’ve implemented various forms of Common Ground and Luminate CRM for organizations large and small, and while there are good reasons to use them, there are equally good reasons to leave.  Right now, we’re getting many inquiries

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Posted in Change Management, Organizational Management, Planning, Strategy

When to Choose Salesforce

I’ve spoken to many nonprofits in the past few months who are considering moving to using Salesforce for their organizations. They’ve asked me to convince them why to use Salesforce vs. another tool. I’ve been using the Salesforce platform for

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Posted in Adoption, Change Management, Implementation Success, Organizational Management, Planning