Blog Archives

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

Salesforce: More than a Platform, An Approach

BrightStep Partners is heading to the NTEN Nonprofit Technology Conference today, and I’m excited to see some of the new tools and features available to our community – particularly to see what’s new around marketing engagement, advocacy and mass email

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Posted in Adoption, Change Management, Events, Implementation Success, Leadership, Planning

Planning in One Word for the New Year

January has begun, and for many of us, we’re eager to get started on the organizational plans and activities that we’ve outlined and budgeted for in November and December.  The painful personal introspection of making New Year’s resolutions doesn’t apply

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Posted in Leadership, Organizational Management, Planning
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