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Reports and Articles
Constituent Databases
Comparing Lower-Cost Online Integrated Applications By Eric Leland, December 2007 Online integrated applications allow nonprofits to manage a number of different aspects of their constituent information and Web presence all together in one package. Eric Leland took a close look at eight of the more affordable packages to compare their functionality in a variety of areas. Read more > XML, API, CSV, SOAP! Understanding the Alphabet Soup of Data Exchange By Peter Campbell, October 2007 Let’s say you have two different software packages, and you’d like them to be able to share data. What would be involved? Can you link them so they exchange data automatically? And what do all those acronyms mean? Peter Campbell explains. Read more > In Search of CRM Part 1: Understanding Constituents and Processes By Paul Hagan, May 2007 Constituent Relationship Management can help to provide an important 360° view of your constituents. However, an effective technology solution requires a detailed understanding of your constituents and processes. Paul Hagen explains, in Part One of a two part series exploring the issues behind CRM. Read more > In Search of CRM Part 2: Searching for Software By Paul Hagan, June 2007 Finding Constituent Relationship Management software isn’t easy – there’s no such thing as a one-size-fits-all solution. This article, the conclusion of Paul Hagan’s two-part series, helps you understand the CRM marketplace and offers practical advice to help you define a software infrastructure that will work for you. Read more > Tales of River Databases: Tracking Constituents in Small and Mid-Sized Organizations May 2007 How are small organizations tracking constituents? What are they struggling with, and what works well? In partnership with the River Network, we spoke to a number of river conservation groups about their constituent databases, and report back with best practices and case studies that apply to any smaller organization. Read more > An Introduction to Integrating Constituent Data: Three Basic Approaches By Laura S. Quinn, February 2007 Integrating all your constituent tracking applications so they can share data is highly desirable, but how should you go about it? We walk through the pros and cons of three basic methods of integrating data: Manual Import/ Export, Integrated Packages, and Automated Connectors. Read more > Vendors as Allies: How to Evaluate Viability, Service, and Commitment By Steve Heye and Steve Lancman, January 2007 When you’re using enterprise software to help run your organization, the software vendor becomes a key ally – and the right relationship may be as important as features or price. Steve Lancman and Steve Heye recommend methods for comparing the intangible aspects of vendor services. Read more > Creating the Relationship-Centric Organization: Nonprofit CRM By Paul Hagen, May 2006 Are you storing data about your constituents in three, five, even ten different databases? If so, you’re not alone – but it’s costing you in time, lost revenue and decreased impact. Paul Hagen describes how to get all your data into one place with an integrated CRM strategy. Read more> A Few Good Case Management Tools September 2006 If thoughts of detailed client histories and reports to funders make you break out in a cold sweat, it may be time to consider the many good case management tools that will help you track demographics, interactions, scheduling, billing information, and more. We asked eight case management experts what tools they would recommend. A Few Good Databases for Membership Organizations March 2006 Membership organizations can have a complex set of database needs, and there’s an equally complex market of tools that have been designed to meet them. We asked seven nonprofit technology professionals what membership databases they would recommend. Ten Common Mistakes in Selecting Donor Databases (And How to Avoid Them) by Robert Weiner, February 2006 How do you choose a donor database that will support successful fundraising? The software is only half the story. Fundraising technology strategist Robert Weiner addresses ten common mistakes that can prevent you from selecting the right database and managing it effectively. Read more> Retooling the eNonprofit: Expanding the Options for Integrated Online Software by Michael Stein, January 2006 New integrated online software tools lead to more possibilities for nonprofits. How do you choose? Internet strategist Michael Stein describes what's available and offers some considerations when choosing tools that can help with tracking constituents, emailing, online donations, advocacy online, and more. Read more >
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