Blog Archives

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/

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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

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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

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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

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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

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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