Tag Archives: salesforce

453: Manage Your Programs With A CRM & Co-Learning For Your Programs – Tony Martignetti Nonprofit Radio

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This week: 

First, I fired a listener. Then . . . 

Manage Your Programs With A CRM 
The right CRM can help you run day-to-day program operations: track client relationships and outcomes; host trainings; manage certifications; organize transportation; and more. Our panel was recorded at 19NTC and they’re Jake Grinsted from Simply 360; Leah Kopperman with Keshet; Kai Williams at The International Wildlife Rehabilitation Council; and Medha Nanal from Top Cloud Consulting. 

Co-Learning For Your Programs 
This 19NTC panel encourages you to look at a more collaborative training culture, which pushes the bounds of who is the educator. They’re Debra Askanase at Oracle NetSuite; LaCheka Phillips with TechSoup/NGOsource and Kevin Martone from JCamp180. 

There’s more at tonymartignetti.com 

Podcast: Play in new window | Download (Duration: 1:10:17 — 64.3MB) | Embed

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448: Your Crowdfunding Campaign & CRM + Email + Website – Tony Martignetti Nonprofit Radio

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This week: 

Your Crowdfunding Campaign
Most crowdfunding campaigns don’t make goal. What are the common denominators for failure and success? Moshe Hecht answers all, and shares his organizational readiness checklist to get you prepared for success. He’s chief innovation officer at Charidy. (Recorded at 19NTC)

CRM + Email + Website 
You’ll learn more about the people engaging with you when your CRM, email and website are integrated and talking to each other. We’ll leave you with a plan for getting these technologies together. My guest, also from 19NTC, is Isaac Shalev, president of Sage70. 

There’s more at tonymartignetti.com 

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427: Flash Fundraising & DEI and Governance II – Tony Martignetti Nonprofit Radio

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tony_martignetti_300x300-itunes_image2This week:

Flash Fundraising
Prepare. Launch. Engage. These are the essential elements for rapidly and successfully fundraising when breaking news intersects with your cause. Matt Scott from CauseMic talks us through.

DEI and Governance II
Gene Takagi and I wrap up last week’s thoughtful convo on diversity, equity and inclusion, with mechanics for your board: by-laws; recruiting; committees; decision making; oversight metrics; and more. He’s our legal contributor and principal of NEO, the Nonprofit & Exempt Organizations law group.”

There’s more at tonymartignetti.com 

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262:Stop Pointing Fingers At Tech & Hiring Geeks – Tony Martignetti Nonprofit Radio

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tony_martignetti_300x300-itunes_image2Tony’s guests this week:

Tracy Kronzak, co-founder of BrightStep Partners, Robert Weiner, consultant, Marc Baizman, customer success director at SalesForce and Dahna Goldstein, director of philanthropy solutions for Altum.

Also, Amy Sample Ward, our social media contributor, CEO of NTEN, the Nonprofit Technology Network and co-author of “Social Change Anytime Everywhere.”

There’s more at tonymartignetti.com

Podcast: Play in new window | Download (Duration: 56:58 — 52.7MB) | Embed

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