Assemble a Blackbaud CRM Dream Team: Best Practices for IT
Wonder if your IT team is ready to take on Blackbaud CRM (BBCRM)? Consider the following best practices for IT when benchmarking your team.
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?
Case Study: How the Team at Legacy Health Optimized their Time for More Robust Data
We’re all familiar with data management processes that feel overly manual—and not all can be fixed with a quick web search for the applicable solution. Transferring data from one database to another, while trying to monitor and clean the data in the process, is a near-incomprehensible task. Read how Legacy Health fixed their processes.
Vassar College kicks-off thankQ CRM implementation with JCA
After a comprehensive request-for-proposal process, Vassar College selected thankQ CRM, a cutting-edge fundraising and membership management system, to replace their current system. JCA, the implementation partner for thankQ CRM, has been working closely with the team at Vassar during the project planning phase.
System Selection Road Map
Thinking about a new CRM? Check out our road map first for a step-by-step understanding of what's to come.
Organizational Readiness: The five Cs
Let our five Cs of organizational readiness guide your team's conversation at the next planning meeting.
Your Role in Driving the Software Demo
How preparation can ensure you get the system that best fits your organization's needs.
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.