Salesforce NPSP

Choose the right CRM for your non profit

Choose the Right CRM for Your Non-profit There are Several CRMs Available

Understanding the benefits each offer and the differences between them will assist you in selecting the best CRM one for your organisation. Some essential aspects to consider when you explore the CRM industry landscape include: Understanding your requirements and priorities: You should consider your goals and objectives, what are you willing to achieve? Is it …

Choose the Right CRM for Your Non-profit There are Several CRMs Available Read More »

5 key resources you need to successfully prepare for Salesforce NPSP Certification

A number people have reached out to me in the past few weeks, after I posted about passing the Salesforce NPSP exam, to ask about how to best prepare for the exam. Some asked “what resources did you use to prepare?” or whether I could offer pointers or tips. So here it is: this short …

5 key resources you need to successfully prepare for Salesforce NPSP Certification Read More »

When to Use Recurring Donation vs Opportunity Payments

Have you ever wondered whether to use recurring donations or opportunity payments when capturing donations in the Non-Profit Success Pack? This blog posts suggests three questions you should consider before selecting an option. If you are short on time, this diagram below conveys the key message. These are 3 Questions to consider: 1. Is the …

When to Use Recurring Donation vs Opportunity Payments Read More »