Client Success: BBCRM Implementation at University of Arizona Foundation
The University of Arizona Foundation engaged JCA to provide implementation services to support its transition from The Raiser’s Edge (RE) to Blackbaud CRM (BBCRM). With more than 300 users across campus and over 64 million system records, the project was both expansive and complex to navigate. JCA leveraged its technology and fundraising expertise and experience with BBCRM implementation to help the Foundation successfully go-live in February 2020.
7 Habits of Highly Effective Advancement Operations
We’re eight months into the COVID-19 pandemic and new business norms—shaped by rapid change and unexpected challenges—are starting to set. While you cannot change the fundraising landscape, you CAN look inward at your operations. By adopting these seven habits, you can strive to make every action count and drive results by leveraging people, processes, and technology to optimize your organization’s fundraising activities.
Work Smarter: 6 Tips to Effectively Crowdsource Your Documentation
As much of the nonprofit workforce continues to work remotely, documenting your organization’s policies and procedures will be the cornerstone to operational success. But finding the time to document your work can be tricky—it often gets lost in the everyday shuffle. Read on for tips to help you crowdsource your documentation and leverage technology, process, and people to build an effective framework.
Overcome Your CRM Implementation Fears
Implementing a new CRM solution, like many big life changes, can be both exciting and scary. By understanding your CRM implementation fears, you can flip the script on your uncertainties to make your implementation project a success. In this blog, we’ll discuss three common CRM implementation fears, and how you can overcome them.
Quick Tips: Business Planning for Information Services
It can be challenging to set meaningful performance goals for support teams such as information services or database management. Service providers must think broadly about what they hope to achieve and how they will accomplish their vision. Consider the following tips when crafting your business plan.