The Profit Meets Purpose Podcast by Constant Method

In this episode of the Profit Meets Purpose Podcast, Constant Method Co-Founder Mark Cross sits down with Tiltify CEO Michael Wasserman to talk about the genesis for their newest peer-to-peer fundraising platform Catalyst. Michael walks through the history of Tiltify and why Catalyst was created.  He also talks about why this will be so groundbreaking for nonprofits who want to activate more peer-to-peer fundraisers and drive game-changing new revenue. If it’s something your nonprofit is interested in, you can visit tiltifycatalyst.com or reach out to Michael on LinkedIn. Topics covered in this episode: The history of Tiltify (1:23)How Catalyst came from shifting consumer behavior (11:27)What’s different about Catalyst (15:18)How nonprofits should use Catalyst (26:06)How to start the discussion at your nonprofit (30:57)

To kickoff Season 2 of the Profit Meets Purpose podcast, we’re joined by Adam Lemmon who has over 20 years of experience in the nonprofit tech industry breaking down his role in solving one of the largest questions we hear from nonprofit tech companies - How do I get customers to adopt our software without a huge 1:1 services team OR designing and launching expensive, in-app implementation experiences?If you want to implement this, and you’ve got questions, reach out to Adam on LinkedIn or visit us at constantmethod.com Topics coveredWhat is Luminate Online and what is the Go! Program? (2:20)How did the development of a 1:many onboarding program come about? (6:32)How do you solve the challenge of people & costs in onboarding? (8:43)Who does all the work? (12:56)Why don’t more companies do this? (17:03)What is the first step if someone wants to get started today? (21:25)

This episode of the Profit Meets Purpose Podcast is part of our ongoing series in helping to make nonprofit sales people and leaders more effective.  Today we’re focusing on win/loss retrospectives, why they’re valuable, how they work and what can be gained from them.Along with Constant Method co-founders Mark Cross and Kevin Kreamer, our special guest on this episode is Scott Cross, VP of Sales at iDonate.  Scott has over two decades of experience in sales and brings a wealth of knowledge around how to leverage win/loss calls to improve sales & company outcomes.In this episode we cover:Why should companies be doing win/loss calls (6:23) What sales teams can learn from combining a win/loss call with a review of the sales process (8:34)How a win/loss call should be structured (12:17)How to handle difficult feedback from win/losses (23:09)What part technology and AI play in the win/loss retrospective (28:03)How to get leadership involved (37:14)Links or other info:If you’re a nonprofit interested in how iDonate can help your organization raise more money without more work, you can visit iDonate.com or connect with Scott on LinkedIn.You can sign up for the latest webinar and access all of their amazing resources at iDonate.com/id-labs If you’re a company who sells into the nonprofit world and you’d like some help with how to do win/loss calls, we have a free resource template on our website here.  If you want someone to do those calls and analyze the results, please visit us at constantmethod.com or reach out to Kevin or Mark on LinkedIn.

Live from the P2P forum conference in Atlanta, we’re speaking with Robyn Mendez, AVP at City of Hope who offers a unique perspective on prospecting to nonprofits as someone who has worked at several roles in both the nonprofit and for-profit sectors.  We talk about what nonprofits truly expect when salespeople are reaching out and how to better connect in order to open and win more business. In this episode we’ll be covering: Who is doing bad cold outreach and what they’re doing? (2:10) How do BDRs learn the business? (5:56)Should we be coaching people to speak about the value in the same way? (12:57)How to tip your hand that you REALLY don’t know what you’re talking about (15:53)What nonprofits expect from sellers (20:53)You can join the Walk for Hope here and connect with Robyn on LinkedIn here. If you or your team needs help in evaluating your prospecting methods or training and scaling business development teams to open and win more deals, contact us at Constant Method and connect with Mark on LinkedIn here.

This is the second episode as a part of our ongoing series that delves further into the nonprofit sales process.  Today we’re joined by Charlie Lewis, Strategic Accounts Director at Virtuous, who is here to talk about what makes for great discovery and how that helps find and close more qualified leads.In this episode we cover: Continuous discovery throughout the sales process (2:12)Doing your research upfront (9:17)What role BDRs play in discovery (18:58)How to ask about budget (24:47)Inbound vs. outbound discovery (27:20)How to get to a “no” quickly (46:02)If you’re interested in learning more about Virtuous, you can visit virtuous.org, or connect with Charlie on LinkedIn.  If your sales people need more help in their discovery process, or you want to evaluate if your team is executing a proper discovery, you can reach out to us at constantmethod.com or connect with Mark and Kevin on LinkedIn. To help any company selling to nonprofits, here is a link to a free nonprofit discovery resource to download.

In this episode we talk with our guests Kayla Schneider, Director of Revenue Enablement at Virtuous, and Joe Prozeralik VP of Sales at Pledge It about what can make nonprofit tech demos great.  In this episode we cover: The worst sales demos we’ve been a part of (3:30)The difference between Solutions Engineer and Account Executive demos (14:37) Why prep is so important in the demo process (29:27)How to get people involved in a virtual demo (39:05) If you’d like to learn more about Virtuous and their Responsive Fundraising platform you can visit Virtuous.org and connect with Kayla on LinkedIn here. If you’d like to learn more about Pledge It and their events fundraising platform, visit pledgeit.org and connect with Joe on LinkedIn here. If you have questions about how well (or not well) your company’s demos are, or have organizational questions about when to hire SE staff, please visit us at constantmethod.com or connect with Mark on LinkedIn here, Kevin here, and Casey here. 

We'll be back next Wednesday with a full episode in a new series that focuses specifically on great nonprofit tech sales. In the meantime here's a mini-episode where Constant Method Co-Founder and Principal Consultant Mark Cross talks about the four essential categories of evaluating nonprofit sales talent. If you'd like to learn more, visit our website or follow us on LinkedIn

In this episode we're chatting with Matt Moss, the leading expert in nonprofit tech recruiting, about the challenges of whom to hire when in order to grow and scale a company or new product and service in the nonprofit world. This podcast is for you if you are a startup or an established company trying to bring a new product or service to the nonprofit market and there are questions about whom to hire, in what roles, when.Topics covered in this episode: - The problem of hiring junior talent vs. senior talent at a new company or department (2:29) - Are we setting new employees up for failure? (16:05)- Should people hire for generalists or specialists? (25:30) - Would you rather an employee know about nonprofits or business? (30:31) - What NOT to do (45:43)Learn more about Prologue recruiting here, and more about Constant Method here. Connect with us on LinkedInMatt MossMark CrossKevin KreamerCasey Bowers

Driven by the unprecedented changes to nonprofits and their funding, this episode addresses a sensitive but relevant topic in the tech-for-good space - Ambulance Chasing. How can for profit companies prospect into nonprofits and still win business while maintaining integrity?Constant Method Co-Founder Mark Cross speaks with Maria Clark, current SVP of Partnerships and Chief Evangelist for GoodUnited and former head of Relay for Life at the American Cancer Society.Mark and Maria begin by setting some ground rules for this discussion (4:42)Maria talks about the term "Gray Sky Fundraising" (10:10)Mark talks about "Ambulance Chasing" (18:32)A summary of the "Do's and Don'ts" (36:13)The list of "Do's and Don'ts" is available at the Constant Method bloghere.If your team needs help in how to sell to nonprofits during times like these, contact us atconstantmethod.com

This is the final episode in a three-part series in the fundamentals in understanding nonprofits. The Constant Method team talks talking about the vendor landscape of nonprofits so if you haven’t heard the first two episodes in this series we would encourage you to go back and listen to those episodes. This episode will cover: 1. An overview of the vendor landscape and typical vendors nonprofits will encounter (2:12) 2. How nonprofits evaluate new vendors and how they buy that software (15:16) 3. How nonprofits find the vendors that they buy from (28:56) You can search for nonprofit vendors using Cause IQ here: https://www.causeiq.com/vendors/ Check out the Go Beyond Fundraising podcast here: https://www.pursuant.com/gobeyondpodcast You can subscribe to Nonprofit Quarterly here: https://nonprofitquarterly.org/