This sucks. You weren’t planning for a big CRM switch in 2021, time wise or budget wise. But, c’mon now, you KNOW you’ve been talking about leaving Luminate CRM for years now. The time has arrived and we want to help you make lemonade out of these lemons.

Blackbaud recently announced that Luminate CRM would no longer be supported in 2022. That doesn’t feel like a ton of time to make a CRM switch, but for small- or medium-sized organizations, we are confident that this is very doable in this time frame.

First off, this transition might actually be easier than you expect. For many organizations, transitioning from Luminate CRM to Salesforce Nonprofit Success Pack (NPSP) would be a viable and likely option. There are many similarities to how NPSP operates and it could actually be a generally easy transition for your data and your team.

For smaller organizations, this could be a good opportunity to move to a completely new CRM and other digital systems that might better fit your needs. Especially, because we know most small nonprofits aren’t getting the most out of Luminate CRM anyway.

Now you might be wondering with Luminate CRM going away, will Luminate Online still be around? The short answer is yes, at least for now, it will still be around. However, that does not mean it is necessarily the best option for your organization.

If you are using Luminate Online for online fundraising, peer-to-peer, and/or email marketing (which most Luminate CRM clients probably are), you’re going to need to consider your plans with those tools as well. You will have a very different range of compatible systems and modules available to you regardless of what CRM you transition to. And while switching from Luminate Online isn’t as urgent, it is something to keep in mind as you are making the decision which CRM you want to move to. The best part is that those options are generally big improvements over the equivalent Luminate Online tools.

The good news is CRM and online fundraising platform conversions are waaaay easier now, pretty much across the board, than they were 10 years ago or whenever your organization most likely transitioned to Luminate CRM in the first place. This is even easier if your staff is small and motivated to end up with better systems and processes than Luminate CRM provided.

The bottom line is we want to acknowledge that yes, this is urgent and needs to be dealt with ASAP. But we also want you to know it is totally doable without needing to be hasty or panicked. With some willingness to be flexible and endure some likely pain in the short term, you’re going to end up far better off.

Our team at Tackle is extremely well-suited to help you navigate this change. We have helped many clients transition away from Luminate CRM and are confident we can help you smoothly make this transition to a new CRM.

So don’t let this Luminate CRM news sour your day. Let’s work together and get you set up for success with a new CRM that actually fits your needs and budget. Reach out today and let’s get started!

If you might be scratching your head about recent emails from Salesforce about implementing a Multi-Factor Authentication (MFA) requirement for your organization, you are not alone.

The key challenges we see with product announcements from Salesforce like this one are that they:

  • focus on the needs of their medium- to large-scale B2B sales customers, not smallish nonprofits,
  • are written for the use of at least moderately experienced in-house Salesforce admins, who can easily identify which parts of the announcement (if any) are relevant for that particular organization.

Many nonprofits don’t fall into these categories. In fact, we have had a few Help Desk clients check in with our team about this email so we thought we would share some information about it so your team can be on top of this Salesforce update.

Our goal with this post is to help nonprofit organizations of various sizes to be able to navigate this change to their MFA with the least amount of headaches.

What is the new MFA requirement in Salesforce?

Beginning February 1, 2022, all Salesforce users will now be required to enable MFA for access to their Salesforce products.

Yep, you have almost an entire year to make sure this change happens.

However, even though this is still a ways out, we don’t want to underplay this update because this changes the way your users login to Salesforce. And you can’t just ignore it until the February 2022 deadline. But don’t panic, because that’s way more time than most nonprofits will need.

What is MFA?

Before we dive into the how, we thought we would actually address what multifactor authentication, or MFA, actually means for your Salesforce users. Read more

If you are an avid Salesforce user, I am sure by now you have heard about the upcoming mandatory switch from Salesforce Classic to Lightning. In this blog series, the Tackle team addresses some of those looming questions you might have about this important change.

Jeff Miller, our Salesforce expert, weighs in on some of the changes in Salesforce Lightning vs. Classic. Check out what he has to say about the switch.

 

PART ONE

What is different from Salesforce Classic?

The user interface is significantly updated, making it substantially more flexible and modern, and much more customizable to an organization’s specific business needs and processes.

The look and feel of Reports and Dashboards changes quite a bit with Lightning, as does the design/editing process, though much of the underlying functionality carries over from Classic (including many familiar quirks and limitations).

In addition, most new Salesforce and 3rd Party App features are built with the Lightning interface in mind. Lightning also comes with some new architecture that will allow Salesforce to build new features that Classic couldn’t support.

Read more