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Avoid Risks of Philanthropy Staff Turnover Through Succession Planning Staff turnover creates risk for an organization. When the Director of Development gives their notice (hopefully two weeks!) that  is not the time to try and start understanding all the moving parts they have been managing. The amount of time …
Nonprofit Workforce Shortages Means Doing More with Less Based on the findings of a new report, 2023 Nonprofit Workforce Survey Results: Communities Suffer as Nonprofit Workforce Shortages Crisis Continues, recently released by the National Council of Nonprofits, it is clear that there is a need to do more with …
Executive Stakeholders Salesforce Engagement. Success tips Unlocking Executive Buy-In: How Salesforce Drives Strategic Growth A friend and I were talking and he told me that the CEO of his company attended the sales ops team’s status meeting. This is a publicly traded company with 1,000s of employees globally. I …
Salesforce Vision and Strategy. 5 Steps to create it Strategic Salesforce Decisions Require Strategic Vision We are living in some crazy times. It is completely reasonable for anyone to feel a bit off balance. If you had a clear path forward, it has probably been impacted by the opportunities …
Salesforce Skills as Needed Isn’t it great when you pay for just what you need? There are plenty of examples where we do this. Companies like airbnb and Uber have built their entire business model on the concept. Don’t buy a vacation home, just use someone else’s and pay …
Sales and Service Inventory One of the top reasons for CRM failure we have seen is misalignment between technology and business process(es). Just because you build it, does not mean they will use it. In fact, our experience shows that dedicated sales and service teams will work AROUND systems …