When staff have to search through folder upon folder of a shared drive to find the right revision of a particular spreadsheet, or dig throug stack of paper to find the right form (“and are we using the T-A version now or are we still waiting until the new year […]
Monthly Archives: October 2018
3 posts
Sure there are the basic LYBNT, and SYBNT reports but what if you could get more details. More nuance. 1. First time donors that gave 335 days ago. These are your first time donors that are about to lapse. Building a stewardship plan for these donors can ensure they don’t […]
Salesforce is an incredibly powerful platform, with the flexibility to manage any function that a nonprofit organization could want, and for a price that simply can’t be matched. There are a few things that you should know going in though. 1. Size and scale Salesforce is the largest Constituent Relationship […]