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

EveryAction

Implementing more modern tools—especially major software, such as customer relationship management (CRM) or fundraising software—can provide your organization with new efficiencies and new capabilities to improve fundraising , marketing, volunteer management, and ultimately do even more to power your purpose. Do a data clean-up.

Software 226
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Fonteva Implementation & Managed Services

fusionSpan

Fonteva Implementation and Managed Services Maximize your Salesforce investment and make it easier to manage membership experience with Fonteva AMS implementation and full life cycle managed services. Fonteva is the leading Association Management System (AMS) for the Salesforce platform. What is Fonteva?

Service 52
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Citizen Philanthropy: Delivering Impactful Pro Bono Support From Anywhere

Saleforce Nonprofit

By: Kate O’Connor, Senior Analyst (Strategy), Innovation Consulting, Salesforce Ignite UK&I; Kevin Smeeing, Senior Analyst (Design), Innovation Consulting, Salesforce Ignite UK&I; Anna-Sophie Oertzen , Innovation Consulting Manager, Salesforce Ignite EMEA. Volunteer Alliance Projects. Adopt A Project.

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Fundraising Apps: 25+ Tools To Help Your Org Raise More

Bloomerang

Why This Fundraising App Made Our List The Bloomerang app is designed to support donor management from wherever you are. With both nonprofit-facing and donor-facing technology, they make it easy to manage all aspects of your next event right from your phone. Qgiv’s app automates that process and saves your nonprofit time.

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Your First Web Build Project: 5 Steps for Success

DNL OmniMedia

Building out the functionality to support this extended use (online donation forms, registration forms, and more) and doing so in a secure manner requires an advanced understanding of website design, the nonprofit tech landscape, and web project management. . Web Design Project Step 1: Register your domain name.

Project 59
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Making the Switch – 5 Best Practices for a Successful CRM Implementation

Connection Cafe

Having the right CRM system in place means improved communication and enhanced relationships, streamlined daily operations, your team being able to collaborate and work more efficiently, and management being able to have a clear view of your alumni, donors, and constituents. Identify any phase 2 or 3 items. Change is hard.

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White Board for an Organized LMS Implementation

Gyrus

In the introduction to the Change Management Strategies Series I mention three major factors effecting change. These include an organized implementation plan, communication, and management buy-in. Here at Gyrus Systems we have worked on implementations spanning 3 weeks to over 12 months. Communications for an LMS Implementation.