Is 2020 finally the year for your nonprofit to roll out Salesforce? You've heard the success stories and you've heard the horror stories. We've learned a lot over the years and know exactly what pitfalls to avoid.

Looking for a unique consulting experience serving nonprofits and mission-driven organizations? Look no further!

Tired of managing your grants separate from your CRM? Considering Salesforce’s Nonprofit Success Pack (NPSP), but not sure where to start?

Internationals Network now has a central platform where all fundraising and program data is captured, providing more visibility across the organization to key activities.  This consolidated view will allow Internationals to capture consistent impact metrics across all programs.

Tired of managing your volunteers separate from your CRM? Considering Volunteers for Salesforce (V4S), but not sure where to start?

Looking for a CRM to support your high-touch fundraising program? Wondering if Salesforce is the right fit for your nonprofit? Check out our free webinar and watch a live demo of high-touch fundraising features in Salesforce's Nonprofit Success Pack. We also share insights of "what's worked" with our customers and answered questions from attendees!

"The transition to Salesforce has allowed us to automate and streamline tedious processes, giving us more time to focus on our programmatic work.  We're excited to take advantage of all the platform has to offer.”

But in all the expert analysis and white papers written on digital transformation, there is a key component that is hardly mentioned, yet it is what the success or failure of your transformation depends on...

Months would pass and organizations would still struggle adapting to the new system. Frustrated users would retreat to their old ways of doing things for certain tasks or just abandon the CRM application altogether. So what went wrong? And how can it be avoided?

Is your nonprofit considering a donor management system or CRM? Not sure where to start or need some advice? Check out our webinar to learn about options available for nonprofits - including reviews on some of our favorite CRMs! We also discussed best practices and "things to consider" before embarking on a CRM implementation. If you're at the beginning stages of your CRM journey, this webinar is for you!

So while I support Dreyfus’ call to action for leaders to “nourish the American spirit of volunteerism” it begs the question, who is going to pay for it?

After hundreds of CRM implementations, there’s one thing I’m sure of - the success of your rollout heavily depends on how well you prepare for post-go-live.

So if all agree, why is that so many organizations still implement CRM in a ‘big bang’ approach...yet somehow expect a different result?

Complex security models can be costly to build, so why build it upfront in fear of what might happen?  Keep it open, see how the organization adapts to it, and if there is a real need to start closing certain areas off, do it in an iterative fashion.

Salesforce.org, in their effort to support larger and more mature nonprofits have built a robust Grant Management feature that includes all the “must-haves” to get your grant program up and running, with the ability to scale through configuration and customization.

It may lead to a reprioritization of activities, a confirmation of the current direction, or perhaps a discovery that they are working on the wrong things altogether.  

If we really want donors, corporations, and foundations to embrace a new way of thinking when it comes to nonprofits and overhead, then we ourselves need to stop perpetuating the old ways.

It’s no surprise that despite every nonprofit’s aspirations to build out a mature matching gift program, few get it right.

Throughout this cycle, there may be many players, perhaps a team of resources at your organization that play a critical role in each step of the way.  The process is dynamic and collaborative, like a restaurant kitchen, and this is where spreadsheets fall short. 

So as a major gift officer, if I’m trying to meet my year-end fundraising goals of securing 5 new $25,000 gifts, what tools does NPSP offer me to support my efforts?