article thumbnail

5 best practices for Salesforce change management

fusionSpan

Nonetheless, for nonprofits looking to either implement Salesforce for the first time or build on their existing setup, managing change is crucial to keeping things running smoothly for both your organization and your members. What is Salesforce change management? That’s where Salesforce change management comes in.

article thumbnail

To Build or Buy a Software Solution: Which is Right for You?

Association Analytics

While usage is a great data point to evaluate your product’s success, there’s so much more to consider when weighing the options to build an in-house solution or use an off-the-shelf product. Throughout the evaluation process, it’s important to keep your association’s unique goals and success metrics top-of-mind.

Software 321
professionals

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Data Governance: The Key to Strategic Planning

sgEngage

Your data tells you who is supporting your mission and offers insights into how, when, and even why they choose to give. Change Management is Key The adoption of new data governance practices must be prioritized through an effective change management plan if it’s to succeed.

article thumbnail

Study the Data, But Eat the Cake—Put the Human Factor Forward

.orgSource

Industry giants are investing millions to tap the large data sets that give them competitive insight into their customers’ hearts and minds. Predictive modeling reveals future outcomes and trends with greater accuracy than traditional methods, enabling proactive decision-making and change management.

Data 221
article thumbnail

How to Get Leadership Buy-in for Streamlining Your Grantee Application

sgEngage

Do you use it to inform your decisions, evaluate your outcomes, or improve your practices? Growth of funding opportunities: There are more sources of funding available for nonprofits, such as peer-to-peer fundraising, crowdfunding, corporate giving, and donor-advised funds. Does your application align with your vision?

article thumbnail

Seven Tips on How to Use Your Digital Ecosystem to Enhance Your Fundraising

Forum One

During the pandemic, people have found ways to stay connected online, and one of those ways has been through giving. Google reported earlier this year that, “global searches for ‘online gift’ increased by 80% in 2020 compared to 2019,“ and that people are increasingly using special occasions—like birthdays and holidays—as a reason to give.

Digital 47
article thumbnail

5 Questions to Ask Your Fund Accounting Vendor

sgEngage

See that you can get information quickly and set up reports that give you information you can use. Timeline: Your vendor should be able to give you an estimated timeline based on the size and complexity of your fund accounting system. Verify that the process is intuitive.

Fund 87