How Would You Rate Your Prospect Management System?| Part 4

Connection Cafe

In Part I , I covered rating choice “Level 1,” and how this signifies that an organization does not have a formalized prospect management system in place. Today, we’ll dive into “Level 4: Well-oiled machine: All systems in place with nearly 100% adoption.”.

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Rethink Your Website Redesign Process


The latter often leads to analysis paralysis and nothing getting done. Imagine how much money you’ll save by making updates to what you have rather than buying and implementing a new system! This is the first in a new series of posts about rethinking how you approach your website.

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70:20:10: Aligning Learning Needs with Business Process


Aligning Learning Needs with Business Process. Learning Management Systems (LMSs) are the foundation of the learning process. Learning Aids or additional learning processes. Gyrus Systems Included In Vendor Landscape.

This Digital Marketing Process Will Make You Write Better Content

Nonprofits Source

Do you have a digital marketing process in place to manage your content, social, email, and engagement activities? In this article, I’m going to share a strategic marketing process that, when followed, will help you create content your audience will love.

Unlease Your Organizations Knowledge Sharing Processes

Beth's Blog: How Nonprofits Can Use Social Media

We are so focused on getting things done, checking it off the to do list and the forward momentum that it requires, that we miss an important opportunity to hit the pause button, reflect, and improve process. After completing the analysis, present your findings to your board committee.

Beyond Dashboards: Business Intelligence Tools for Program Analysis and Reporting


There are a number of ways to create dashboards, including using such common tools such as Excel or Access, or proprietary systems embedded in databases. More than simply graphically displaying static data, they offer trend analysis, forecasting and drill-down capabilities that can dramatically expand your insight into program performance. Beyond simple reporting, BI tools allow a more comprehensive analysis of your organization’s data 1. PublishDate: June 2012.

More fundraising software = more data headaches

3rd Sector Labs

Let’s face it … there is a direct relationship between the number of fundraising software systems we are using and the data problems we are creating for ourselves. Start with contact databases, donor management systems, and CRMs.

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10 Donor Data Migration Decisions: Q&A with Gary Carr

3rd Sector Labs

2 – How many different types of technology systems are you using to execute a fundraising campaign? QUESTION: In addition to moving data, should we also plan on moving processes? Your new CRM may require a change in processes. Processes: Who manages manual data entry?

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APIs for Nonprofits 101: How to Share Data Between Systems

Tech Soup Blog

Your nonprofit is getting ready to lead an important advocacy campaign: a key bill central to your mission has just been introduced in the state legislature, but the process of getting it passed is fraught with uncertainty.

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Networked and Hyperconnected: The New Social (and work) Operating System

Beth's Blog: How Nonprofits Can Use Social Media

Teen brains are being rewired to adapt to the new information-processing skills they will need to survive in this environment. • “Memories are becoming hyperlinks to information triggered by keywords and URLs. Young people accustomed to a diet of quick-fix information nuggets will be less likely to undertake deep, critical analysis of issues and challenging information.

11 Hispanic and Latino Organizations Everyone Should Know

The Science Behind Engaging your Supporters

NALEO Educational Fund is the nation’s leading non-profit, non-partisan organization that facilitates full Latino participation in the American political process, from citizenship to public service.

Guest Post by Steve Waddell: Social Network Analysis for Non-Profits, Part II

Beth's Blog: How Nonprofits Can Use Social Media

He agreed to write a four-part primer on a visual diagnostics, mapping, and social networking analysis primer and how nonprofits might use these tools for social change. If you missed it, you can read Part 1: Systems Mapping for Nonprofits.

Six Tips to Help You Select the Right Learning Management System


You might think if there is a concrete need of a Learning Management System (LMS) versus letting the employees find and learn on their own. Using a LMS is the only way through which, you can provide a systematic and centralized learning process for your employees. For example, some of your workforce might be working at the client’s office and can’t access anything outside of the client system.

Guest Post by Steve Waddell: Systems Mapping for Non-Profits - Part 1

Beth's Blog: How Nonprofits Can Use Social Media

He agreed to write a four-part primer on a visual diagnostics, mapping, and social networking analysis primer and how nonprofits might use these tools for social change. Clearly “seeing” those systems is important for success. A core concept in systems mapping is “purpose”.

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At what point in the life of your social media project can you use a traditional ROI Process?

Beth's Blog: How Nonprofits Can Use Social Media

I've walked away with a feeling that the Return on Insight process is something that you don't stop doing. I've also been thinking about traditional ROI processes in the nonprofit technology context.

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Social Analysis of Tagging: How Tagging Transforms the Solitary Browsing Experience Into A Social One

Beth's Blog: How Nonprofits Can Use Social Media

Rashimi also wrote another interesting essay entitled " A Cognitive analysis of tagging (or how the lower cognitive cost of tagging makes it popular." This visual comes from Rashimi Sinha's essay on the question Why do people tag?

The Next Step: Performance Management Systems


In recognition of this potential to cause unintended harm, the best nonprofits -- those passionate about changing lives for the better (and equally convinced of their ethical obligation to make absolutely certain they do no harm) -- use technology and implement performance management systems to analyze and manage their efforts, processes, and outcomes with the goal of continual improvement. Data systems have come a long way from unwieldy Excel spreadsheets and calculators.

2020: The Year that Changed Grantmaking

Connection Cafe

If ever there was a mandate to reexamine the role and process of funding, now is that time. Nonprofits undergo an arduous application and vetting process designed to provide funders a measure of confidence that their investment will achieve an intended outcome.

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10 Things to Consider When Selecting a Payment Processor

Tech Soup Blog

Nonprofit credit card processing can be a tricky thing to figure out. To determine your all-in rate, you need to add up all of these fees along with the per-transaction fees for all cards (including American Express) and divide that total amount by the total payments processed.

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3 Steps to Finding the Right Technology Vendor for Your Nonprofit


Because of these principles, the process of evaluating and deciding on investments such as technology tools can be difficult for many nonprofits, because it requires a complicated process of weighing short term costs with long term benefits, while keeping multiple stakeholders happy. Spreadsheets are great for this, because the ability to sort and filter data also makes visual analysis easier.

10 Breakthrough Planned Giving Insights from Chronicle of Philanthropy’s Latest Report


This extensive report offers analysis of generational wealth data, in-depth case studies of multiple nonprofits’ planned giving efforts, and detailed instructions on how to approach planned giving conversations with your donors.

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Calculating Total Cost of Ownership for CMS

Beaconfire Wire

Ideally your evaluation process should include complete requirements analyses and demos of each of products on the list. From that point a TCO analysis of the top two to three products will provide valuable input into your decision criteria. This will include getting the system up-and-running and meeting basic functional requirements. Business Strategy and Process Technology

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How’s Your Project Going? - Metrics for Development Builds

Beaconfire Wire

What I’d failed to do is to tie the metrics to the questions we asked ourselves during the dev process. With that in mind, I’ve created a chart that details a simple 3 metric development process for Tech Leads to follow, starting with the questions and ending with outcomes.

EveryAction Development: Make Your Fundraising Tools Work For You


Nonprofits have wanted this for a long time and people have tried to get pieces of it but it can be a painful process and these tools are painless. By having access to all of your data, your reporting and analysis is so much more powerful. Things that were very complicated, mostly because several different pieces had to be put together, become two-second reports in our system.

Knowing When to Choose a Nonprofit-Specific Accounting Solution

Connection Cafe

In fact, nonprofits can spend surplus amounts of time on workarounds for processes that should be intuitively streamlined within their financial system. This provides flexibility to drill down to the project level in reports for better performance analysis.

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Developing a Nonprofit Tech Strategy: A Step-by-Step Guide

Connection Cafe

This is important because to be effective, your tech stack (or your whole system of tools that you use to manage fundraising, internal operations, and data) should be interconnected and centralized as much as possible. This entire planning process can take months, so don’t rush!

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Recruiting Geeks for Human Rights!

Beneblog: Technology Meets Society

Scientist / Data Analysis Engineer / General Techie Want to help save the world with your code? We're Benetech's Human Rights Data Analysis Group, and we're hiring right now ! What we do: Benetech's Human Rights Data Analysis Group (HRDAG) develops database software, data collection strategies, and statistical techniques to measure human rights atrocities. What you will do: Write computer programs for human rights data analysis projects.

Build or Buy?

Beaconfire Wire

Back in the early 2000s it was very common to come across organizations trying to custom build their content management systems and other web software needs. Some organizations may just decide to go the Build-route if (a) they have available developer resources, (b) their needs are very specific and compartmentalized, and (c) they don’t have the time to conduct a thorough market analysis for product matches. Business Strategy and Process Technology

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Interning in Guatemala on the Archive Project

Beneblog: Technology Meets Society

A guest Beneblog by Max Schneider People don’t typically associate boisterous merengue music with high-tech statistical analysis.

How Sticky Notes Could Ruin Your Human Services Organization!

Vertex Systems

According to an article done by CSO online (CSO provides news, analysis and research on security and risk management) sticky notes were at the top of their company's security risks. In my experience communication is a longer process than miscommunication.

Need to leave Common Ground? Analyze first. Then react.

Judi Sohn

When I met Ehren Foss and learned about his plans for a CloudFixer Analysis Tool for Common Ground , I jumped at the opportunity to help him. It’s about implementing processes so your organization can best meet their mission while minimizing disruption and cost. .


Connection Cafe

Apparently a lot of work has been done to make the system better, and there has been no shortage of Monday-morning quarterbacks (like myself) trying to make sense out of the project and its failings. I can only hope that the system has been documented effectively, although I have my doubts.

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Guarantee Success for Your Year-End Campaign with Donor Data as Your Guide

Connection Cafe

There are a series of best practice techniques which are essentially considered “table stakes” for nonprofits; in other words, these are the processes you need to have in place to take advantage of analytics and testing: 1. Typically, this process should be run once per year.

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Can Your Nonprofit Accounting Software Do This?

Connection Cafe

Donor-imposed fund restrictions create complexities across various business processes, so the best technology to manage these restrictions is an Enterprise Resource Planning (ERP) solution built specifically for nonprofit organizations. A good budget creation process is one that.

Understanding Volunteers and Donors With Analytics

Connection Cafe

33% of marketers said that having the right tools in place for data collection and analysis is the most useful component of understanding customers ( source ). Your nonprofit can begin the process of becoming data-driven by taking advantage of free tools like Google Analytics.

Your Ideal LMS. Have Your Cake And Eat It Too.


Then you’re in the market for a Learning Management System (LMS). Choosing a Learning Management System is no easy task. Most importantly keep the need of the audience in mind throughout the selection process. Your system might be wonderful today, but what about tomorrow?

Sales Operations Demystified: What It Is, Why It Matters, and How To Do It Right

Wild Apricot

Sales operations refers to the unit, role, activities and processes within a sales organization that support, enable, and drive front line sales teams to sell better, faster, and more efficiently. But perhaps more than anything else, sales operations brings a system to selling.

How to Measure CRM ROI for Your Nonprofit


But the process doesn’t end with signing a contract. The good news is, the underlying principle is still the same: you’re trying to quantify a new system’s net value for your organization. Instead, you found out the truth: calculating ROI is an arduous process that takes time.

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Fundraising strategy, technology and data Q&A with Chris Goodman and Gary Carr

3rd Sector Labs

If you have questions about your nonprofit systems, databases, CRM or data needs, please don’t hesitate to contact us. 2 – How many different types of technology systems are you using today (CRM, email, online, social, payment, events, etc.)? Run some basic data analysis on your donor database, and create a couple of message alternatives that would appeal to your donor segments. GARY: There are many good donor management systems.

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Return on Mission: A Framework to Measure Success at Philanthropic Organizations

Connection Cafe

If we continue trying to measure social change by financial criteria alone, we’ll never have full view of the inputs and processes necessary to create lasting impact. But why not go a step further and consider investments in the systems that provide support for the mission?

Step-by-Step Guide to Build Donor Trust (6 Steps)

Blue Fox

But did you know that new research shows that financial transparency is key in the trust-building process? Our team at Blue Fox created a step-by-step guide to guide you through this transformative process. The Nonprofit Transparency Transformation ​ ​Be transparent.

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6 Step Guide to Build Donor Trust

Blue Fox

But did you know that new research shows that financial transparency is key in the trust-building process? Our team at Blue Fox created a step-by-step guide to guide you through this transformative process. The Nonprofit Transparency Transformation ​ ​Be transparent.

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Big Data Means More Than Big Profits

Beneblog: Technology Meets Society

The more we use technology in our education and health systems, the more data we collect about how people learn and what keeps us healthy or makes us sick. Human rights workers collect massive amounts of information about abuse that occurs in their countries—the individual stories are compelling, but scientific analysis of the collective data can inspire action. The analysis made news globally and expanded an international conversation.

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