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Blog

Donna Caputo

Organizational Readiness: The five Cs

Let our five Cs of organizational readiness guide your team's conversation at the next planning meeting.

Category: Master my software

Casey Hines

Your Role in Driving the Software Demo

How preparation can ensure you get the system that best fits your organization's needs.

Category: Master my software

Liz Murray

Teaching New Tricks: Weaning Your Team Off the "Old" System

To ensure a smooth transition from your old system to the new, it is essential to consider the human-side of the project by forming an integrated strategy for promoting user adoption. Here are our tips.

Category: Master my software

Tiffany Elliott

Nobody expects the Spanish inquisition! When innovation inspires change

You’ve sat through several sales pitches and have made a decision on a new CRM. Brace yourself, though, because the fun part is about to begin...

Category: Master my software

Casey Hines

It’s Time to Move on from Banner Advancement—Where Do We Start?

You’ve been running Banner Advancement for years, and we get it. It was a dependable, reliable system. Not perfect, but honestly, what is? But times have changed, your constituency is more savvy, and your needs have grown beyond the functions of the system. It’s time to move on.

Category: Master my software

Casey Hines

I Think We Need a New CRM—Now What?

Your organization has grown and evolved over the years (or decades), and it’s time to consider a new CRM system. So, now what?

Category: Master my software

Ellen Duero Rohwer, CFRE

Determining the Right Amount to Spend on a New Fundraising CRM

You're about to spend a million+ dollars on a new enterprise-level CRM. Be sure to get it right.

Category: Master my software

Ellen Duero Rohwer, CFRE

Selecting Your CRM Vendor: Tips for Checking References

Before you sign the contract, find out more about your final CRM vendor candidate using these tactics.

Category: Master my software

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