Tag Archive for: salesforce
At Tackle, what our services are and how we provide them is crucial for nonprofits to be successful. Your customer resource management (CRM) platform is the backbone of digital fundraising efforts. From implementing a new software platform to launching a new software, we know how to make an impact at every stage!
Services
We define our offerings based on three tiers: implementation, usability, and strategy. As your nonprofit grows, your long-term goals are likely to change. Within the transitional period, things like client and donor information become harder to manage, so you’ll need the right CRM tools to save you time and keep your organization afloat! We at Tackle will ensure you can introduce new technology while also integrating your systems with compatible software. Through integration, we’ll provide you with a new software selection as well as optimizing your current software for the best performance.
Implementation
Implementing a new CRM software can be a hassle. Let’s face it, how you use your current data can conflict with your organizational needs overall. That’s where we come in! We’ll help you launch new technology that can integrate with your present organization’s systems. Compatibility matters when you’re managing client information. So we understand that as your organization launches a new system, knowing how to migrate data from an old system needs to be taken into consideration. A successful launch requires a commitment to establish a proactive implementation plan and an energetic execution of that plan. No need to panic because we have the best experts that’ll make the implementation process run smoothly!
Usability
To maximize your CRM’s performance, it’s important to actually know what you’re doing. The significance of software usability is to develop good practices because you want to increase your productivity. With our help, we’ll establish the best tactics of how to re-deploy software utilizations, user software training, and business process design. Our goal with this service is to ensure you have the knowledge on how to identify tasks, metrics, and key performance indicators to make your technology work for you!
Strategy
What’s your plan when making decisions based upon your fundraising efforts? Or do you need help figuring out a plan? These are the questions we here at Tackle can help you discover! Selecting a new CRM takes into account the software’s mobility, flexibility, user experience, and your goals! Some CRMs are designed for certain industries and market segments, while others have a “one size fits all” approach for any organization. And that’s what we’ll analyze when we work with you. We start by performing a needs analysis to help you identify which metrics to focus on and how to build a strategy around that. After it’s complete, we’ll select the most compatible software choice for you!.
Case Study Examples
When CureSMA decided to move away from their current CRM and fundraising platform to something that better suited their expanding needs, they turned to Tackle to help them navigate the best plan for their growing technical needs. Take a further look here!
StandUpToCancer needed to implement a new software platform. Moving from Luminate CRM to the Nonprofit Success Pack on Salesforce was the goal! Since Tackle has established a long-term standing relationship with them, they looked to us on implementing Salesforce’s Nonprofit Success Pack and migrating their information to the new CRM. Check it out!
Importance
A successful CRM provides you with a value proposition that’s hard to replicate. The more interactions your CRM can monitor, the more opportunities you get with donors to create a personalized experience. On the organizational side, perks such as better collaboration across marketing and development teams leads to clear understandings of your donor and gifts processing data. Through your CRM process, a donor’s journey can be shared among your teams to create cohesiveness and cross-functionality.
Having data problems? Training not moving fast enough? Whether you are looking to select a new CRM or you need an extra hand getting your current CRM up to speed, Tackle can help! Contact us today!
Working in a nonprofit brings many challenges. The biggest challenge of all: finding a centralized system to keep your data organized. There’s a lot to manage — client list, customer data, emails, donor lists, and many more. Lucky for you, Tackle knows the right CRMs that’ll meet your needs! Take a look at the CRMs we recommend and set yourself up for success!
Salesforce
Staying on top of supporter information is the overall most important task for nonprofit organizations. For Salesforce, their CRM gives this principle an upgrade. Salesforce offers their Nonprofit Success Pack that’ll transform your organization from start to finish. Track and measure impact using real-time data to improve your organization’s mission. Optimize your organization’s data to create personalized content and emails to drive your marketing and engagement efforts. Utilize premade templates to create donor-centric initiatives, simplify grant management, and amplify your objectives to the highest level! This might be our favorite CRM because of its diverse feature offerings and scalability for nonprofits of all sizes.
HubSpot
Looking for a platform that can provide an all-for-one solution for your fundraising? Then HubSpot is the right tool for you. With HubSpot, you can scale your nonprofit to reach your supporters at the right place at the right time. Using HubSpot’s Nonprofit Starter package will give you a CRM experience worth the investment! Includes an emailing platform, blogging, and social media! Also, use HubSpot to integrate with other software like Google Analytics and Mailchimp to further improve your fundraising, marketing, and communication needs. While HubSpot hasn’t been a widely-used CRM for nonprofits in the past, it is quickly becoming a solid player in the fundraising world and we think it has excellent potential to bring your organization to the next level.
Microsoft Dynamics 365
Nonprofits who heavily focus on their donor and volunteer management need a CRM to specialize in integrating the information. This is where Dynamics 365 comes in! Dynamics 365 would be a great CRM for your nonprofit because of interpersonal benefits like intelligent donor engagement, the modernization of your business processes, and the utilization of your data to make equitable decisions with your fundraising. It’s an all-around connective platform that gives your organization resources to integrate your data with AI-driven recommendations and customer-led journey capabilities. Regardless of demographics and communication channels, Dynamics 365 does its due diligence in tailoring its services to clients and donors. Microsoft has truly built a solid CRM and has been developing more features specifically geared toward nonprofits.
NeonCRM
Looking for a CRM that’ll landscape your business into being a data collection maven? Then NeonCRM is the solution for you! Whether you operate a small or large nonprofit, your staff will greatly benefit from using this platform for automating time-consuming tasks and integrating current and past information to make data-based decisions. Create customized reports, use management tools critical to your organization, and control workflow. The expandability of Neon CRM makes it a great platform for nonprofit organizations of all sizes.
Need a new CRM? Here at Tackle, we have a vast array of experiences with software platforms. When you work with us, you’re getting a unique value proposition when we apply our expertise to help your nonprofit thrive! Contact us today!
The end of year is upon us and Giving Tuesday is weeks away, appeals are getting sent, and special events are wrapping up. With all of these pushes, reporting becomes critical in measuring the success of your fundraising efforts.
I also know from personal experience that reporting is not usually top of mind when you are in the EOY fundraising flurry. There are letters to write, lists to pull, Giving Tuesday graphics to design… Reports are for later, right?! (Spoiler: they are not.)
For EOY reporting most people are looking for two things—measuring results and monitoring progress.
You want to know the final results like response rate, revenue, number of new donors, but you also need to know things like if people are finishing filling out donation forms or clicking on emails and if you might need to pivot if something is not working like intended.
This year, set yourself up for success and add reporting to that to-do list NOW and not later by asking yourself these two questions before you even get that end of year ask in inboxes.
- How do I know if what we are doing is successful or not?
- Are we set up to measure that thing?
Knowing your goals is important, but knowing if you met those goals is even more critical. Make sure you are keeping record of data that is tracking your progress. For example, if you sent out a test version of your EOY appeal, is the gifts processing team making note which version when they are entering the donation information into your database? Same for A/B testing for an email?
If you don’t make this plan ahead of time, this data will get lost. So take a few minutes today and think through these two questions and save yourself some reporting headaches later.
One last bit of advice, these two questions should be on your EOY planning each year. This is not a set it and forget it kind of thing. Every year your reporting should be more comprehensive than the year before. Your goals can change too. Make it an annual process to review your reporting and what information you would like to know going forward.
And if after you ask yourself these two questions you find yourself feeling a little overwhelmed with all that duplicate data or feeling a little lost navigating your CRM, I recommend checking out our EOY Reporting Tune-up package. Right now we are offering this service for only $2,499 (regularly $2,999) so it’s a perfect time to let Tackle take the reins and get your EOY reporting in top shape so you start the new year off right!
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.
Tag Archive for: salesforce
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