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Don’t Let Staff Turnover Affect Your Grantmaking Data Quality

sgEngage

Here are some best practices for effectively managing staff turnover and onboarding with your grantmaking software, including some methods of reassigning existing records to new staff members, establishing clear security roles, and building a comprehensive policies and procedures guide to keep everyone on the same page.

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The One Record Myth in K–12 School Software

sgEngage

We knew that there was information in one part of the system that could be very useful for another team. Our Connected Experience Because we chose Blackbaud’s Total School Solution , I can now toggle back and forth from a family record in our student information system to that same family in our fundraising software.

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Integration: The Ultimate Solution for Nonprofit Data Silos

sgEngage

Healthcare Data Silos Healthcare data silos, or divisions within the healthcare data system, are due to hundreds of applications running at once. Often, organizational structures within individual facilities and departments create their own data platforms and workflows that are not aligned with one another.

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How to Export Universal Analytics Data

Whole Whale

The next step is to store this in your company’s cloud storage (Microsoft 360 or Google Drive) in a structured manner. When exporting historical information from Universal Analytics, it’s important to establish a consistent file naming structure to ensure that your data is organized and easy to work with.

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Navigate Change Management: Set Your Nonprofit Up For Success

Bloomerang

Strategic Change – this involves changes to the policies and processes. Structural change – this include teams, departments, and job structure. Technological change – new software and systems. Sometimes they are huge, like switching CRM systems or restructuring your organizational chart.

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Why Every Organization Should Make Sustainability Part of its Mission

Saleforce Nonprofit

At Salesforce, our business is guided by stakeholder capitalism , a system in which corporate purpose is based on a fundamental commitment to all stakeholders — customers, employees, partners, communities, the planet, and society — rather than just shareholders. They also use Salesforce to plan and chart a future path to growth.

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27 Recommended Affordable or Free Nonprofit Software Tools

Bloomerang

67% of nonprofits use a constituent relationship management system (CRM) to track donations and manage supporter communications. Carefully consider fee structures to find the right balance between access to features and a high net donation amount. Software solutions keep the nonprofit sector in motion.