Find The Right Person To Manage Your Database
Find The Right Person to Manage Your Database While every staff member may be trained to use your system, a small business or nonprofit needs someone who is also adept at reporting, importing, managing integrations, and training new staff. That person might already be [...]
Training Staff On New CRM
Do you want a new CRM or donor database but worry about getting staff trained? When I work with clients, I ask about their requirements, workflows, pain points, integrations, reporting, segmentation, budget, and planned growth. All of those are important in choosing the right [...]
Eliminate Pain Points
Eliminate Pain Points For your business or nonprofit, it’s important to eliminate pain points that occur at the staff or task level. Pain points are the bottlenecks and frustrations you may have with your current workflow that create data quality issues or allow activities [...]
Make Your Database Work For You
Make your database work for you Better data management will give you more time to develop your small business or nonprofit. It’s the beginning of the year and a great time to audit your systems and decide if you need to update them. As [...]
The Best CRMs For Small Businesses
The Best CRMs For Small Business How to find the right balance between cost and features. Having a CRM to manage your business and customers is ideal, but it needs to fit within your budget and have the features you need to be effective and efficient. If [...]
Get the Most Out Of Your Systems
Get the Most Out Of Your Systems Are you getting the most out of your systems so you can focus on developing your organization? When I help non-profits and small businesses, I find that they either have a system they’re not comfortable using or they don’t have [...]
