Implementation Support

A skills matrix can help you recognize where more training is called for, and help identify power users. Use this template download to get started mapping staff skills and training needs.

Successful CRM implementation and usage is a long-term investment. Planning and executing your implementation strategy will set your organization up for success. Use these 6 steps to plan.

Learn about differentiators that can help lead to a successful enterprise-wide technology project.

Build Senior Nonprofit CRM Manager Jo Butler shares simple tips on CRM adoption to get everyone at your nonprofit organization using your data.

Rushing nonprofit software selections has many perils. Learn to avoid these five common mistakes and get better tech projects success rates, even when the timeline is shortened.

Build Nonprofit CRM Manager Jo Butler shares CRM adoption strategic tips on how to get your CRM used by everyone at your nonprofit organization. Use your CRM platform to better engage with and [...]

Partner David Deal shares management tips to make quick projects successful, using the recent example of creating a map for DC community distribution of PPE.