Blog Archives

Who Can you Invite to the Table?

  This week, there’s been an amazing conversation in the Power of Us Hub, started by an ally and friend Michael Kolodner. He asked the important question: how can we ensure there is more diversity at important community events, like

Tagged with: ,
Posted in Leadership, Organizational Management, Staff

Upgrade Your Nonprofit When You Upgrade to NPSP3

Cross Posted from Salesforce.org: http://www.salesforce.org/upgrading-your-nonprofit-to-npsp-3-critical-questions-to-ask-yourself/

Tagged with:
Posted in Change Management, Leadership, Organizational Management, Staff, Strategy

Hire a Salesforce Advisor who will Say NO

Often Salesforce Consultants and in-house Salesforce specialists are lumped into an internal order-takers, to build out the functionality that program or development staff request. In one case I spoke to a potential client who said she knew exactly what they

Tagged with: ,
Posted in Administration, Leadership, Organizational Management

Going Deeper: Your Agile Nonprofit Doesn’t Need a Salesforce Admin

I’ve had a few key conversations with some nonprofits recently who had no internal owner (besides the Executive Director) for their Salesforce system. The reality is that a system without an owner is bound to fail. Nonprofits are investing in

Tagged with:
Posted in Administration, Leadership, Organizational Management

Valuing the Power of US for Salesforce

There have been a number of blogs written over the past few years about being a Salesforce administrator for nonprofits, the qualities and characteristics, placement within organizational hierarchy, and other key criteria for long-term CRM administration success for nonprofits from

Tagged with: ,
Posted in Administration, Community, Leadership, Organizational Management

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

Tagged with: , , , , , , , , , , ,
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

Tagged with: , ,
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

Tagged with: ,
Posted in Adoption, Change Management, Implementation Success, Organizational Management, Planning

A Woman in Salesforce Land

I recently had the privilege of joining my colleagues for another panel on women in technology at the 2015 Nonprofit Technology Conference.  The statement, which two different attendees said to me, that still catches in my throat is, “I feel

Tagged with: , , ,
Posted in Community, Leadership, Organizational Management

Value and Fusion-Powered Salesforce (3 of 3)

Fusion

Last week, we talked about the values of Fusion Salesforce: Salesforce, and the people at your organization striving to implement it, should be of service – to your mission, to each other, and to your constituents.  So let’s talk Fusion.  Let’s

Tagged with:
Posted in Adoption, Change Management, Implementation Success, Organizational Management
Our (New!) Blog Site
Visit our new Blog location! www.brightstepleadership.com

Visit our new Blog location! www.brightstepleadership.com

Our Consulting Site
Follow BrightStep Partners on WordPress.com