
Some of you already know this, and many of you don’t. I’m departing BrightStep Partners this month, and June 30 will be my final day as full-time co-owner. So, what is the Next? First, I’m taking a little time off to…
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…
One of the things I love deeply about the Salesforce platform is the host of free resources – including developer trainings – available to the community. If you haven’t checked out the new (free!) Trailhead curriculum it’s beyond awesome. One…
I deeply appreciate the Salesforce 1/1/1 model, and see the benefits of it across the nonprofit sector. It’s the basis of my own career, and those of many others I respect and admire. And… I believe that there is room…
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…
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…