How to shop for a CRM like you shop for a car

So you’re considering buying a new database and you want to know if it’s worth the upgrade cost. Maybe you’ve had your old database for years and it does some things really well, but...

What makes Salesforce different?

We are frequently asked about what makes Salesforce special, or different. As consultants who have worked almost exclusively with Salesforce for over ten years, we have many opinions...

The Healthy CRM: documenting your processes

The beginning of a new year offers an opportunity to focus efforts on areas of your life that you’d like to improve. Many people choose to eat healthier or get in better shape. We like...

CRM trends to plan for in 2017

We’re looking into our crystal ball (or just remembering everything we heard at Dreamforce ‘16) for what the future holds in the land of CRM, nonprofit technology, and Salesforce. We’...

(User) adoption made easy: tips from NPO admins

User adoption is vital but also tricky. Most nonprofit admins are responsible for not only managing the implementation and change but also for the training and user adoption within...

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