Video interviews: how do you successfully implement a CRM at your nonprofit?

CRM is hard! So before you choose a database why not learn from other organization’s difficulties? (and wins!)

Darren Barefoot interviewed Alexis Stoymenoff and Elena Iñurrategui. They’ve confronted all sides of the CRM question: from within orgs and as consultants to them. Viewers will gain wisdom about when to adopt a CRM and what questions to ask to make the right infrastructure decisions for their organizations.

Want more? Here’s the Q&A session featuring Brenton Walters (whose interview was, sadly, lost.)

Net2van’s free events are possible because of the consistent support of partners like iATS Payments, the Vancouver Community Network, Techsoup Canada, and NTEN.

CRMs for Nonprofits: Abandoning Excel for a grown-up CRM

CRMs for Nonprofits: Abandoning Excel for a grown-up CRM

 
 
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CRM for Nonprofits

It can be difficult for smaller organizations to follow expert advice and best practices for adopting and optimizing supporter relationships with a customer relationship management (CRM) platform.

When is the right moment to make the leap from a spreadsheet or ad hoc system to a CRM solution? And, which platform is the right fit for your organization?

Darren Barefoot hosted a series of  interviews with people who have confronted all sides of the CRM question: from within orgs and as consultants to them.  You’ll learn about when to adopt a CRM and what questions to ask to make the right infrastructure decisions for their organizations.

SOCIAL LOVE
Hosted by Darren Barefoot @dbarefoot
Presented by NetSquared Vancouver @net2van
Venue partner HiVE Vancouver @hivevancouver

EXPERTS
@lexstoymenoff – Alexis Stoymenoff
@brentonwalters – Brenton Walters
@e_tegui – Elena Inurrategui

Sponsors: @iatspayments @VCN_Community @techsoupcanada @NTENorg

Digital Fundraising Events From Net2van

What’s that in the air? It’s the smell of #Tech4Good!

CRM for Nonprofits – September 11

NetSquared Vancouver is really excited to bring you a trio of workshops this fall that focus on digital fundraising.

All the events are free, so RSVP now. And if you’re into podcasts subscribe to our feed of presenter recordings.

September 11: CRMs for Nonprofits – Abandoning Excel for a grown-up CRM

RSVP for this free event.

It can be difficult for smaller organizations to follow expert advice and best practices for adopting and optimizing supporter relationships with a customer relationship management (CRM) platform, like Raiser’s Edge, Salesforce, Netsuite, NationBuilder or Keela.

When is the right moment to make the leap from a spreadsheet or ad hoc system to a CRM solution? And, which platform is the right fit for your organization?

This session features on-stage interviews with people who have confronted all sides of the CRM question: from within orgs and as consultants to them. Attendees will gain wisdom about when to adopt a CRM and what questions to ask to make the right infrastructure decisions for their organizations.

October 10: Donor Retention Best Practices

RSVP for this free event.

A strong fundraising program is an essential part of building a thriving non-profit. But when you have a small team and limited resources it can be hard to know where to focus.

In this presentation, Fawkes + Holly will offer research and experience on how to retain the donors you’ve worked so hard to acquire. You’ll leave the sessions feeling encouraged, equipped and armed with practical tools you can start implementing first thing Monday morning.

November 6: How to Maximize Data to Enhance Your Fundraising Programs and Campaigns

RSVP for this free event.

In this session, campaigners and fundraisers from any size organization will learn to use big data in a way they haven’t before. They will learn how to better target their messaging to influence people within their organization’s community to encourage them to give a gift or volunteer.

Whether through a direct mail appeal, cross fundraising approach or a face to face ask, data can help.

SPECIAL GUEST PRESENTER FROM TORONTO!
Allen Davidov is Director of Business Development at Environics Analytics in the not-for-profit practice. With nearly twenty years of experience, he is responsible for helping charities and foundations apply EA’s products and services to attract and retain donors, corporate partners and volunteers. Prior to joining EA, Allen successfully led marketing, annual giving, leadership giving and event initiatives at a number of organizations, including Sinai Health Foundation, Habitat for Humanity GTA, Canadian Breast Cancer Foundation, St. John’s Rehab Hospital Foundation at Sunnybrook Health Sciences Centre and North York General Hospital Foundation.

Got a nonprofit tech event that should be in the next newsletter? Let us know! Tweet at us using the hashtag #net2van.

JOBS AND VOLUNTEER POSTINGS

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If you have a job to share tweet to @net2van or post to our post on the meetup discussion board.
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The Technology Strategy of Love – Tracy Kronzak of Salesforce.org

The Technology Strategy of Love – Tracy Kronzak of Salesforce.org

 
 
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Unfortunately we were only able to capture half of the conference opening keynote. 

Tracy Kronzak, Senior Manager, Partner Success at Salesforce.org will share reflections on connecting the hard work of technology to the work of the heart of mission-driven communities. Technology strategy requires us to not only know the why of what we’re executing, but the why of what we’re here in service of, and delivery in support of peace and justice. “The greatest act of love is to be of service to another human being. We begin our journey at nonprofits because we act from the heart, and the execution of our technology becomes the new territory of the heart – worth the time, thought, and certitude that all matters of the heart engender.”

TRACY KRONZAK Senior Manager, Partner Success at Salesforce.org

Tracy is the Senior Partner Success Manager at Salesforce.org. They are a CRM strategy and organizational technology leadership expert, having previously co-founded a Salesforce implementation firm and consulted on Salesforce for nonprofits for almost a decade. They are a Salesforce MVP alumna, Vice-Chair of the Amplify Board of Directors, holds a Masters of Public Administration from NYU, and is an ordained Rev. Priestess in a Goddess Church in California.

Test, Fail, Adapt, Win: Increase Your Chances of a Successful Campaign – Shoni Field + Charly Jarrett, BC SPCA

Test, Fail, Adapt, Win: Increase Your Chances of a Successful Campaign – Shoni Field + Charly Jarrett, BC SPCA

 
 
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When your critical holiday fundraising campaign threatens to go off the rails what do you do? BC SPCA’s Shoni Field + Charly Jarrett share their story – and offer tips to help you recover when your best-laid plans fall apart….

Truth and Reconciliation in the Digital Age – Denise Williams, First Nations Technology Council

Truth and Reconciliation in the Digital Age – Denise Williams, First Nations Technology Council

 
 
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We exist in an age of reconciliation, one in which an increasing number of Canadians are beginning to explore their role in meaningfully addressing historical and ongoing injustices and inequities. So where does one begin? And what will a sector in meaningful pursuit of reconciliation look and feel like?

Denise Williams, Executive Director of the First Nations Technology Council leads a discussion about how nonprofits and the technology industry can participate in reconciliation and adopt the recommendations of the Truth and Reconciliation Commission: http://www.trc.ca/

From Paper Registration Sheets in a Muddy Field to Tablets And Databases: How Grassroots Nonprofits Grow Up – Lyda Salatian, Green Teams of Canada

From Paper Registration Sheets in a Muddy Field to Tablets And Databases: How Grassroots Nonprofits Grow Up – Lyda Salatian, Green Teams of Canada

 
 
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Lyda Salatian of Green Teams of Canada shares her story of moving from damp sign-up sheets to self-selve phone apps powered by Salesforce. 

How Do You Attract Tech Literate Talent? – Crystal Henrickson of Talent Collective

How Do You Attract Tech Literate Talent? – Crystal Henrickson of Talent Collective

 
 
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How Do You Manage a Remote Team and Retain the Best Talent? The competition for talent continues to grow, and while some nonprofits only use dollars as their competitive advantage, savvy organizations are turning towards attraction and retention strategies that individuals really want: work autonomy, location-independence and mobility. But, it’s not as simple as unplugging. Learn the key elements (and debunk the myths) to creating a remote-friendly employee culture.

Crystal Henrickson, CPCC, ACC Career and Leadership Coach, Talent Collective

Certified leadership + career coach and culture engagement strategist, Crystal works with new and seasoned leaders to develop engaged employee experiences. Scaling teams, developing leadership communication skills, mapping out professional development plans, and designing distributed and remote workplace solutions, are supported by her professional experiences in community building, marketing, sales, social media engagement, recruitment, distributed + localized team management.

Crystal has had the opportunity to drive talent, culture, marketing and community strategies at over 30 technology-focused companies like Yelp, Chimp, Invoke and Spring. Crystal is a location independent business owner and when not working, can be found in her garden, surrounded by a family of ducks, hens and a goose named Veruca.

Crash Report, Or “Sorry For Breaking Your Nonprofit” – Rob Cottingham, Social Signal

Crash Report, Or “Sorry For Breaking Your Nonprofit” – Rob Cottingham, Social Signal

 
 
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Recorded at The Digital Nonprofit conference, June 11, 2018.

Digital transformation sure sounds like fun… the same way bathroom renovations do. Then you start finding black mold and structural damage, and before you know it your place is stripped down to the studs and you’re booking a three-month stay in a Motel 6. Rob kicks off the afternoon with a bracing look at what we’ve let ourselves in for — as well as the surprising upsides of disruption.

ROB COTTINGHAM Principal, Social Signal

Rob Cottingham is Canada’s leading progressive speechwriter, presentation coach and leadership communications strategist. He’s the cofounder of Social Signal, the world’s oldest social media agency, where he worked closely with a wide range of nonprofits. Rob draws the Noise to Signal cartoon on life, work and business in an online world, and performs as a standup comic wherever there’s a stage and a mic.