Moves Management is not something that Development makes a priority or work on. Moves Management is an organization-wide initiative that everyone in the organization has to embrace and understand.
Being able to determine how your sales pipeline is performing throughout the year can be challenging to understand without clear and simple reporting.We would like to encourage you to PAUSE for a moment and develop a visual representation of your sales pipeline.
Security Control, found within Setup is where you can customize each User’s permissions to the different data, features, and modules within Zoho CRM using Roles and Profiles. In every organization’s CRM considerations of democracy (every one having access to the data) and hierarchy (only certain roles have access to certain data) must find a balanced equilibrium […]
I’ll try and review how both you and I can look at CRM software views as a tool to support productivity with your salesforce processes.
The use of third-party application has to be a strategy that your nonprofit organization has to embrace. Trying to build a custom application or purchasing huge systems from your database provider that cost tens of thousands of dollars to have can’t be part of your strategy to do more with less.
Heretofore data entry has been a necessary evil of the having a CRM; it’s also one of the major reasons most of your staff aren’t using the most powerful tool in your fundraising and operations arsenal. So for mission’s sake, the death of data entry can’t come too soon. Let’s take a quick example of […]
The role of automation has moved from being a luxury item within CRMs to an imperative and is one of the key ways to increase productivity throughout your organization. Thankfully a few of the CRM’s out there designed for nonprofits have made the setup and running of automation far more user-friendly and far more powerful than […]
If your work with CRM systems (which you should be without a doubt) you know that it’s a constant problem of keeping data integrity under control and one of the main problems I hear from data managers and leaders of organizations is managing duplicate records in your CRM.
The process of collecting data is an easy one to suggest throughout your organizations. However, the task of collecting organizing and using it to make business decisions can be a challenge. With so many activities happening throughout the organization, it can be overwhelming to try to collect it all, not to mention getting that data into the system in a healthy format.
When sales opportunity knocks, of course, you want to answer the door, but getting the opportunity to come a-knockin’ is always the harder part. If you haven’t used an Opportunities Board before, this can be a great way to get your arms around all the possible engagement possibilities (sales collatoral) your organization has and centralized […]