Taking the admin burden off your operations? Check. Well, a one feature I’ve been implementing recently making sure the auto-renew checkbox is checked by default for membership pages. Yes, you could send reminders via Administer > Communications > Scheduled Reminders to prompt people to renew. But why not remove that altogether and go for simplicity? […]
Making auto-renew membership the default Read More »
Imagine your car is having some engine issues. You go ahead and call your neighborhood mechanic, Jim—a small independently owned shop you’ve worked with before. You: “Hey, it’s me again. My car is running real rough. Any chance you can have a look this week?” Mechanic, Jim: “Of course! Remind me, is this the Pontiac
Faceless support or trusted partner? Read More »
Recently I’ve been having some health issues and making my trip through the mill of doctors, tests and followups that all entails. Least it be said that the frustration of the health care system is understandable in the US. It’s been hard, because you end up dealing with a lot of bureaucracy of a massive
Press 5 for a callback Read More »
When you take a hard look at what CRM you might want to use, it’s common to strictly look at what it can get you. Features. Support packages. Integrations. Hard cost benefit analysis. But, there’s one area I find that is overlooked too often. The CiviCRM community values and how they align with that of
When you have that feeling your systems are holding you back and know you need outside help, it’s tempting to look up some experts and engage them right away? But should you really go and do that? My answer is pretty much always no. It’s actually time to do some more homework. Recognition of the
Doing your homework Read More »
One oddity that can be more pronounced in the nonprofit world is people basking in titles of “power” more so than focusing on goal-oriented outcomes that they are supposed to be there for in the first place. Maybe because the position held is the value over strictly getting a paycheck? I’ve seen some people take
If you’ve been involved in nonprofit board leadership, you’ve likely heard the phrase “Give or Get.” Like it or not, at its core, it’s about one thing: commitment. And while on Giving Tuesday, it’s common to think up how others could benefit your organization, take a moment to reflect inward as well. What Exactly Is
1. Strategic Layer Think of this as the foundation and roadmap to success. At this stage, it’s all about setting a direction and purpose—getting crystal clear on why a CRM will move you forward and what specific goals it will achieve. Here, you, or with the help of a consultant be asking questions like: “What
The three layers of a project Read More »
Last Friday, I broke 2 of my own rules and I paid dearly for it. First, it’s Friday and I never tackle major work or anything that could leave the day with work undone and me unsettled. It’s a sure fire way to let your work ruin some if not all of your weekend. Least
On breaking 2 of my rules: staging and Friday’s Read More »
Bringing in an expert to get you on the right path can be worth it many times over. After all, you do believe in the value of specialization, right? “Expertise doesn’t come cheap, but the alternative is far more costly.” Or in other words, it doesn’t matter how much of a “bargain” something seems to
Implementation Mode: CiviCRM Partner Read More »
