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CRM, Nonprofits, Strategy Rubin Singh CRM, Nonprofits, Strategy Rubin Singh

Navigating the Salesforce Maze: 5 Pitfalls Nonprofits Should Sidestep for a Seamless Implementation

Despite these challenges, it’s incredible how much these nonprofits have accomplished over the years with less-than-ideal systems. As a way to guide those embarking on their own Salesforce journeys, we’ve compiled five key pitfalls nonprofits should avoid when starting a Salesforce implementation:

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Webinar, CRM, Case Management, Human Services Rubin Singh Webinar, CRM, Case Management, Human Services Rubin Singh

WEBINAR: Salesforce's Nonprofit Cloud Case Management

Salesforce’s Case Management application now allows human service organizations to management long-term relationships with their clients, specifically designed for case managers and program managers. Check out our free webinar recording that walks through Salesforce’s Nonprofit Cloud Case Management product!

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Webinar, Digital Transformation, CRM Rubin Singh Webinar, Digital Transformation, CRM Rubin Singh

[Webinar Recording] Don't Get Played By The Product Demo #NTC20

Ever wonder why the application you ended up with doesn’t look anything like the sales demo? What the salesperson showed with ease and grace now seems clunky and cumbersome? Do you feel you like you were sold a Tesla but ended up with a Yugo? This session will cover all the “tricks of the trade” from someone whose led hundreds of sales demos.

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Reviews, CRM, Fundraising, Nonprofits Rubin Singh Reviews, CRM, Fundraising, Nonprofits Rubin Singh

Is Salesforce the right fit for your nonprofit?

With a marketing spend that dwarves its competitors, it is hard to have a conversation about CRM in any industry without talking about Salesforce.  Between its innovative platform, customizability to just about any industry, and vast network of apps, integrations, and resources...Salesforce continues to take the CRM world by storm.

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CRM, Nonprofits, Fundraising Rubin Singh CRM, Nonprofits, Fundraising Rubin Singh

Crossroads

Sometimes initial funding dries out and organizations struggle to achieve their mission.  While other times, missions may shift or expand, and a new stream of funding becomes essential.  In either case, the true reality of nonprofit work comes to the fore - it’s not enough to be an expert in your cause, but you also need to be an expert in fundraising. 

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CRM, Fundraising Rubin Singh CRM, Fundraising Rubin Singh

What's In A Name?

A few years ago, I was facilitating a design session for a CRM implementation at a mid-sized nonprofit.  At one point, I asked the project team to give me examples of the type of constituents they track.  Their response caught me off guard.

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