Sending Bulk Emails in Salesforce with 7 Clicks
5 Tips for Investing in a New CRM
Learn 5 crucial reasons why every organization needs a CRM or a “customer relationship management” tool. If you're toying with the idea of purchasing a CRM and you're not exactly sure if you should, learn why it's a must-do TODAY.
5 Crucial Reasons Why Every Nonprofit Needs a CRM
You have made a decision - you want to go ahead and purchase that CRM that I keep talking about (yay!). You understand the value, but you're not really sure where to start. In this blog I share five elements to consider before you write that check.
Creating A Stewardship Plan in 3 Easy Steps
As you know, it's incredibly important to steward your donors. You need to focus on three key areas when you're creating your plan. Learn more about those three key areas - and three easy steps for creating a plan that will show your donors all the love!
How to Further Engage Your Donors Through Soft Credits
It’s important to know who your influential supporters are, so you can then graduate them into volunteer leadership roles in your organization.
The majority of nonprofit fundraisers have been tracking soft credits for years - even if you don't know it! This blog shares what soft credits are and why tracking them in your database will allow you to further engage your donors.
Create Donor Lists & Send Group Emails in Under 5 Minutes
3 (or 4) Tips to Take Volunteer Engagement to The Next Level
Create Customized Donor Videos in Under 10 Minutes
Secrets to Stewardship Success
Learn 3 tips on how to segment your donor database to customize your appeal letters. Your donors will feel the love and, as a result, your retention rates will go up!
3 Ways to Transform Your Donor Thank You Letter
Are You Losing Donors From Your Appeal?
Learn 3 tips on how to segment your donor database to customize your appeal letters. Your donors will feel the love and, as a result, your retention rates will go up!
What Donor Data Should I Be Tracking? (In Layman’s Terms, Please!)
Integrating Your Email with Your Database
In this video, I show you how to use Add Ons in Outlook 365 and Gmail to add Salesforce or Blackbaud (Raiser's Edge) to your email client. This will allow you to add emails to database records, and update contacts and accounts in your database from contact information listed in their emails.
7 Lessons From Hosting My First Virtual Fundraising Event
Do I Really Need to Pay for A Fancy Donor Database?
