Many organizations choose Salesforce Nonprofit Success Pack (NPSP) for the analytics that can be garnered by having all the data under one platform. NPSP provides a robust inventory of reports and dashboard. List of Reports & Dashboards that come with Salesforce Nonprofit Success Pack 1. Salesforce Nonprofit Success Pack (NPSP) Constituent Reports REPORT TITLE DESCRIPTION […]
Your organization is unique in many ways. You will have to setup Salesforce Nonprofit Success Pack (NPSP)/Salesforce to work for your organization’s business process, data structure and needs. It’s your unique Salesforce ecosystem. As with any template, you will need to modify the Salesforce reports and dashboards so that it gives you what you are […]
Aplusify’s Checklist to Keep Your AMS Healthy Internal User Engagement: Does staff know what their roles and responsibilities are as it relates to your AMS? Get buy-in from internal staff by giving them the tools to succeed. External User Engagement: Be sure you understand how the new AMS will affect your members and key stakeholders. Data Hygiene: You […]
Aplusify’s Checklist to Keep Your AMS Healthy Internal User Engagement: Does staff know what their roles and responsibilities are as it relates to your AMS? Get buy-in from internal staff by giving them the tools to succeed. External User Engagement: Be sure you understand how the new AMS will affect your members and key stakeholders. Data Hygiene: You […]
1. Identify & Engage Your Stakeholders Go beyond the internal roles of how staff engages with your AMS. Look at how external stakeholders interact with your AMS. Your list may contain board members, new members and sponsors. Consider creating focus groups to explore questions such as… What are they looking for? How do they currently […]