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Greetings. My name is Chris, and I work for a number of non-profits doing IT and web. Right now, I'm exploring Salesforce.com for non-profits. It looks excellent, but the ED of this particular NPO wants to be sure we can import donations, funders, etc. from Salesforce into "Quickbooks Online"...
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Web/crm projects generally are pretty involved even if your needs are basic, so I would caution against planning on doing two so quickly. If you take some time today for a Discovery / Needs Analysis you can do a good job of planning for the future as well as meeting your immediate needs. Ideally you...
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We need to redo our web and put in place some type of cms and create some type of back-end infrastructure to accommodate contact mgmt, online donations, and emailing folks. I'm quite interested in hosted and integrated solutions in that they seem to have numerous built-in efficiencies. Our needs...
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Hi there, Here's my MO for all databases, including Salesforce: it's not so much about the tool, but how you set it up and use manage the data. I've used Salesforce's nonprofit donation for a few years at different organizations. It's pretty good, overall. When I first started using...
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Hi My name is Will. I am currently charged with the daunting task of developing a CRM solution for a charitable organization (Saint Vincent De Paul) I have taken on the job as a way of learning some new technology (WPF, Entity Framework SQLServer 2008) I have developed a solution that works. But I feel...
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I am a small non-profit organization conducting an RFP process for a grant management CRM solution. I have been looking online for RFP job posting sites that cater to non-profit work and have been unseccessful in finding any. Per our funding requirements I must ensure a fair and open process for proposals...
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Basic contact management solutions can satisfy your needs as stated. I agree with Shipley that you first need a carefully documented set of "needs" so that you can properly assess the software available. A sampling of factors to consider: Who will use the system? How will they use it? For each...
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Hi Brian-- Welcome! I'm so glad you joined us and have dived right in with answering questions. Looking forward to having your expertise around the forums. Best, Megan
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Hi all, I'm a consultant to nonprofit organizations with a focus on how strong constituent relationship management builds a sustainable and scalable donor base. My areas of expertise are: Vision Statement & Marketing Concept Strategic Plan & Management Framework (for achieving fundraising...
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The for-profit CRM market has a leg-up when it comes to Outlook integration with a few different choices offering a good solution (salesforce.com, SugarCRM). Integration is less important though if you can get the team to copy in emails sent & received and have them consider your CRM database as...