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7 tips for preparing your nonprofit for a move to new software

EveryAction

Ask if they’re capturing and maintaining data in places such as spreadsheets or email inboxes to make sure you migrate all necessary information into your new software system. Create a list of all queries, reports, exports, and dashboards that your organization uses so that they can be created in the new system as appropriate.

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Nonprofit CRM Training: Empowering Your Team to Manage Data

Greater Giving

In this guide, we’ll provide four CRM training best practices. Whether you’re implementing a new CRM or looking to refamiliarize your staff with an existing system, these insights will help you pursue your data-driven endeavors. Highlight key features and functionalities that will be useful for the employees in their day-to-day work.

professionals

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4 User Tips for Getting Started with Salesforce

Saleforce Nonprofit

To make the transition to using Salesforce as seamless as possible, it’s always helpful to learn tips from other organizations in their use of Salesforce. Here are their top four tips for getting the most out of the Salesforce platform. Customers offer four tips for doing just that.

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How association IT leaders can drive organizational success

Nimble AMS

Consult your IT leaders to begin the conversation and lead your association’s digital transformation. 4 ways association IT leaders can drive organizational success Consult your IT leaders to get their unique perspective s on how new technology can drive success at your association. Promote training opportunities.

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How to Decide Which Fundraising Software Your Nonprofit Should Use

Nonprofit Tech for Good

By Emily Rose Patz , Senior Copywriter at DonorPerfect – a top-rated donor management system and fundraising platform for nonprofits. Do you offer a consultation to fully customize my system to my needs? Cleaning up your database so you can “start fresh” with a new system. 2) Training. In-person training.

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Choosing a CMS: 3 Tips for Your Nonprofit

Top Nonprofits

Since your website is such a vital component of your online outreach strategy, you’ll need to choose the right content management system (CMS) to build and manage it. You may be considering revamping your website by migrating it to a new system or creating a brand new site from scratch. Work with a website consultant.

Drupal 101
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Best Practices for a Stress-Free Fund Accounting System Implementation

sgEngage

Implementing a robust and modern fund accounting system can save your team time, make reporting faster, and give you more opportunity to focus on impactful work. But introducing a new fund accounting system can be a sizable undertaking—even when you know it will be worth it. Mindset matters. Understanding the Timeline.

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