Salesforce hosted its 2023 Dreamforce conference in San Francisco, and a half dozen of Zuri Group’s team members descended on the conference to glean the most important insights for our clients. Zuri Group has been helping the social sector leverage technology,...
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Zuri Group Extends Salesforce Support with Zuri Platform Services
Zuri Group is continuously shaped by unique challenges and aspirations in the nonprofit landscape. This reflects our commitment to provide the knowledge and services necessary for our clients to reach their goals. When we opened Zuri Group’s doors over 15 years...
Read moreIt’s Not Typically On the Plan… But Watch for the Most Important Part of Your CRM Implementation
A CRM implementation project plan includes detailed workstreams with clear milestones for dozens of items: configuration, conversion, integrations, information delivery, testing, and so much more. However, a crucial component for success is vital to track and discuss...
Read moreReporting Options for Raiser’s Edge NXT in a post-Crystal Reports World
Change is usually accompanied by some pain along with a sizable amount of opportunity. With Blackbaud’s recently announced changes regarding Crystal Reports and Raiser’s Edge NXT, clients will have a good bit of both. There will surely be some challenges in sorting...
Read moreChange Management or Change Avoidance?
Change is often difficult for people to adapt to. So much so that we, as people, will often hold onto that which is cumbersome and inefficient but familiar just to avoid change. This change-avoidant behavior is so common that change management is quite often a formal...
Read moreEffects of Expansion: Nonprofit Vendors & Third-Party Support
A client recently asked about my thoughts on the nonprofit software industry. Specifically, they wondered, “Are the leading software providers in our space still relevant in terms of being end-to-end providers?” This question brought back memories of watching the...
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