Everybody loves Salesforce—at least that’s the way it feels. Salesforce and its reliable nonprofit fundraising derivates offer tremendous customization, mobile-readiness, and automation capabilities, just to name a few of its best-known, distinguishing features. In my...
Read moreThe latest in Zuri Group
Could Salesforce be the Answer to Legacy 2.0?
One of the most common risks in an enterprise CRM system implementation is “Legacy System 2.0,” or “Legacy 2.0” for short. This is such an important topic that I’ve been writing about it for years. Legacy 2.0 is a term I coined to describe the almost universal...
Read moreBest Practices for Recurring Gift Programs
Our clients have taught us that one of the biggest challenges to running a nonprofit is the lack of consistent revenue. But that doesn’t mean there aren’t ways to create stable revenue sources— those pipelines need to be tapped. One method of ensuring...
Read moreWFH and Self (Advancement) Service
The last 10 weeks have seen a dizzying array of change, and it’s certainly affecting all of us. Most advancement services offices are adapting to some form of work from home arrangement. But how many have set their teams up for a self-service work environment? We’re...
Read moreEmail Deliverability 101: Authentication
This the third post in an ongoing series about email deliverability. Post 1 about good email list health can be found here, and our second post about sender reputation can be found here. Sometimes it might feel like where email service providers (ESPs) put your emails...
Read moreWhat Comes Next: Post-Pandemic Fundraising
The Covid 19 virus pandemic is delivering a societal disruption that is likely to leave little if anything untouched. That includes nonprofit organizations and the way they raise money. I can’t tell you what the post-pandemic future is going to look like for nonprofit...
Read more