What Is Your CRM for?

15 years ago, when I started working with nonprofits and their data, moving data from one system to another was frequently pretty difficult, and so we had a lot of motivation to put all the data we needed to answer a particular set of questions in a single system. At the time, Salesforce was  clearlyContinue reading “What Is Your CRM for?”

Preparing for Change

A few things recently have made me rethink my role with my clients recently in ways that I think are really interesting. One thing that has influenced me is the excitement coders have had in the last few months about the capabilities of AI generally, but specifically Claude. Another is the growing and improving listContinue reading “Preparing for Change”

June 2025: Experimenting with Data Analyses

There’s a whole set of data analyses that can and should be done at almost any nonprofit, and getting those things set up and communicating about them is a priority when an organization is setting up a new system. Once that’s done, however, a lot of fundraisers have some very specific things they want toContinue reading “June 2025: Experimenting with Data Analyses”