Teaching New Tricks: Weaning Your Team Off the "Old" System
To ensure a smooth transition from your old system to the new, it is essential to consider the human-side of the project by forming an integrated strategy for promoting user adoption. Here are our tips.
Do you need this CRM customization? Four things to think about.
Getting a new customization can be exciting, but without the right preparation you could miss an opportunity to optimize your software’s potential. Consider these four points before getting the customization you’ve had in mind...
Nobody expects the Spanish inquisition! When innovation inspires change
You’ve sat through several sales pitches and have made a decision on a new CRM. Brace yourself, though, because the fun part is about to begin...
Top Questions to Ask Your CRM Data Conversion Testing Partner
Data conversion is an opportunity to transform your data to make your organization more efficient, and to help you gain and leverage your fundraising insights. Why simply convert your data, when you can transform it?
It’s Time to Move on from Banner Advancement—Where Do We Start?
You’ve been running Banner Advancement for years, and we get it. It was a dependable, reliable system. Not perfect, but honestly, what is? But times have changed, your constituency is more savvy, and your needs have grown beyond the functions of the system. It’s time to move on.
I Think We Need a New CRM—Now What?
Your organization has grown and evolved over the years (or decades), and it’s time to consider a new CRM system. So, now what?
Determining the Right Amount to Spend on a New Fundraising CRM
You're about to spend a million+ dollars on a new enterprise-level CRM. Be sure to get it right.
Rounding the Bases for Major Gifts
Find out how one expert fundraiser uses a simple, powerful analogy to help his major gift officers succeed.