Zuri Group is regularly asked about partnerships. I get a call or email on this daily. We have a way of thinking about this: Zuri is always a big “P” partner for clients but little “p” partner for vendors. Here’s why: Since the inception...
Read moreFour New Trends Affecting All of Us
We’re months deep into a pandemic and I hope you, your families, and your teams are OK. Zuri Group is doing reasonably well, all things considered, and it’s all because of our clients. So I want to share lessons that we are learning from them and trends we’re...
Read moreName Your Sacred Cows for CRM Implementation Success
Before You Can Make Change, You Must Know the Things You Cannot Change Let’s take a quick detour from Salesforce and focus on a particular dimension of Legacy 2.0 that I call, “Naming Your Sacred Cows.” With the idea that Salesforce can be an asset to avoiding Legacy...
Read moreImplementing Salesforce? Make Innovation a Success Metric.
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 moreCould 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...
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