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Statement of Activities: Common Mistakes and How to Avoid Them

sgEngage

As a CPA working with nonprofits of all sizes, I’ve encountered numerous errors in Board of Directors’ financial reports and Statements of Activities documents. Being aware of these common pitfalls is crucial for maintaining the integrity of your financial reporting and in turn, the trust of your supporters.

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Support and Maintenance of Your University’s Salesforce Org: Staffing Recommendations

Cloud 4 Good

Let’s dive into the difference between these two roles: BA: This role is responsible for identifying functional requirements, maintaining technical documentation, building reports, and training and supporting end-users of multiple systems, including Salesforce. . Build a Knowledge Repository.

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What Nonprofits Should Know About Process Automation

sgEngage

Not only does automation give your staff more time to do more impactful and strategic work, but it can also give you more confidence that your impact tracking is accurate. Here are a few concepts to build your knowledge base around automation and how it can be used in a nonprofit organization. Automation. Algorithms.

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

Wild Apricot

Sales ops originally functioned as a small team of number crunchers who executed financial analyses, reporting, and sales forecasting. As the volume of business information exploded, sales ops has evolved into a more powerful data analysis and reporting unit that can provide critical insight on the following areas: Sales Process Optimization.

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What’s the Best CRM for Small Nonprofits?

Neon CRM

They combine fundraising tools, reporting, email capabilities, and third-party integrations to serve as the nervous system for your organization’s mission. With Neon CRM, you can manage your donors, members, fundraising, email campaigns, donation pages, events,, volunteers, grants, and reporting all in one easy-to-use platform.

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6 Essential Enterprise LMS Features for Your Association

Forj

Before we dive into the specific features you should seek in a top-tier extended enterprise LMS, let’s cover a quick overview of enterprise LMSs to ensure we’re all working from the same knowledge base. Or, if you can’t automate reporting for member organizations, that leads to reports that your team needs to pull manually.