Salesforce is one of the largest software companies in the world. It is well known as one of the most successful business Customer Relationship Management platforms on the market. While Salesforce is a great CRM solution for for-profit organizations, it was not...
Excel vs DonorSnap for Donor Management In the blog article “6 Reasons to Upgrade from Excel to a NonProfit CRM” we covered the pitfalls of using Excel as your nonprofit database. Excel can be a useful tool to start, but quickly outlives its effectiveness. As your...
Is your nonprofit using excel as its database? Many small or newer nonprofits will use excel to track all of their donors and donation data. This is a common and affordable approach for a season, but there are a number of reasons why most nonprofits can’t afford to...
Do you agree that people are your nonprofit’s most valuable resource? If so, then you know how much your staff and volunteers do to carry out your mission. With only so many hours in the day, are you focusing on tasks that could be left to automation? Many nonprofits...
(Donor Management Software is NOT an Accounting System) Many new and smaller organizations gravitate to QuickBooks to help keep track of the organizations finances. The seemingly logical extension of this software is to use it to keep detailed records of donor...
How to keep your database free from duplicates without slowing down. The demise of all donor and contact management systems (or CRMs) is the creeping addition of duplicate contacts. There are many sources for duplicate entries, but every organization is bound to...
