The CRM Lifecycle Part 4: Stabilizing and Optimizing Post-Implementation feat. Zuri Group's Management Consulting Team

Do you want to know how it works to spin up Salesforce for one Org, including gift processing and the rest of advancement? Join Zuri Group’s Chris Cannon and Ellen Rohwer Pappas as they talk tech with Cheryl Cerny, our new Vice President of Technical Solutions. Cheryl comes to us from Worcester Polytechnic Institute, an advancement shop that has iterated on Salesforce since 2014 as its central advancement solution. Cheryl is among very few professionals who have built a technology ecosystem with a comprehensive advancement solution that conjoins the whole institution, so listen in for tips and tricks on making the most out of your applications while addressing change, integrations, and risk.Thanks for listening! Follow us on LinkedIn or subscribe to our email list to stay in the loop.

Join Chris Cannon and Terry Callaghan for an insightful discussion about the criticality of gathering good data, maintaining data governance, and improving data literacy. Terry is a board member for the Association of Advancement Services Professionals (AASP) and a management consultant at Zuri Group. Her decades of professional and volunteer service have roots in financial services best practices, and Terry recalls the importance of teams sharing definitions and expectations of data quality. As she looks to the future of fundraising— including AI, analytics, machine learning, and other trends with their potential crises— she insists that the ability to understand and communicate data effectively is essential.Get in touch with Terry at [email protected] in touch with Chris at [email protected] more about Zuri Group.Thanks for listening! Follow us on LinkedIn or subscribe to our email list to stay in the loop.

Today we chat with Christina Pulawski, where we talk through the nature of Development and Advancement work and how they have expanded in their capacity over time. Join us as we discuss how data and technology have shaped and reshaped how Advancement teams perform their functions and communicate their needs, and the value of remaining a flexible learner both as an organization and as a consultant in a field of change.Want to talk more with Christina? Contact her at [email protected]!Thanks for listening! Follow us on LinkedIn or subscribe to our email list to stay in the loop.

A core facet of the non-profit world is how an organization engages with its community. In this podcast,  Jaemi Loeb discusses her experience and insight on building sustainable community engagement through the lens (or rather to the tune) of musical non-profits. Join us as we discuss how organizations can work to build their audience through enriching events to contribute to its long term health and funding!Have questions for Jaemi? You can reach her at [email protected] and at jaemiloeb on LinkedIn!Thanks for listening! Follow us on LinkedIn or subscribe to our email list to stay in the loop.

Fundraising is a core pillar of the nonprofit world, and equally important are the operations and processing behind each gift. Maintaining a smooth flow of operations can be challenging, particularly in a time of office and spatial changes. How does an organization keep operations flowing while focusing on the mission? Your donor journey data may be part of the answer; tune in with Amy Bobrick and Kent Grove of Merkle to learn more.Want to connect with Amy and Kent? Contact them at [email protected] and [email protected] for listening! Follow us on LinkedIn or subscribe to our email list to stay in the loop.

When you love the work you do and have a talented group of developers on your team, innovation is inevitable. Join us for a discussion with Zuri Group’s Andrew Urban, Patrick Shepherd, and Ken Swift as they discuss the origin story of ZuriLabs, it’s critical role as a space for innovation within Zuri Group, and how it’s proven to be a powerful tool in creating accessible technology solutions for our nonprofit partners.Want to connect with Andrew, Ken, or Patrick? You can email them at [email protected], [email protected], and [email protected]. Thanks for listening! Follow us on LinkedIn or subscribe to our email list to stay in the loop.

Good donor data is always an important driver in fundraising, but data is only as helpful as the context made available to those who work with it. How do you convey the value and story of individual supporters in the thick of a database? Join us for a conversation with Hawken Brackett, Executive Director of Strategic Engagement at University of Alabama, for a discussion on the role of intentional, data driven and dynamic approaches to constituent engagement.Want to connect with Hawken? You can email him at [email protected] for listening! Follow us on LinkedIn or subscribe to our email list to stay in the loop.

Selecting the right system is essential for successful fundraising. Joanna Joslyn, Zuri Group's resident Salesforce savant, started her career building fundraising software for art-focused nonprofits. Many years and multiple degrees later, she's particularly good at optimizing systems with an eye for the nuances of each organization. Listen in as Joanna and Chris Cannon discuss the importance of system selections and how to ensure that the new tool is not only fitting for the organization but also meticulously configured for maximum benefit.  Want to connect with Joanna? You can email her at [email protected]. Thanks for listening! Follow us on LinkedIn or subscribe to our email list to stay in the loop.

In 2020, Oklahoma State University Foundation was selected as the second best nonprofit to work for among mid-sized organizations, and fifth overall. This esteemed recognition isn’t happenstance—it is the result of competency, comradery, and strong workplace culture. In this episode of Nonprofit Notes, Chris Campbell, the Senior Associate VP of Information Strategy at OSUF and Zuri Group’s Chris Cannon discuss the tools necessary to create a successful advancement operation. Listen in as they delve into the importance of ethos, strategies for retaining and scaling an effective team, and how OSUF has adapted amidst the pandemic and their ongoing UCI implementation. Want to connect with Chris? You can email him at [email protected] for listening! Follow us on LinkedIn or subscribe to our email list to stay in the loop.

In the final episode of our four-part CRM lifecycle series, Zuri Group’s Management Consulting team dives into the topic of post-implementation and how to leverage your new system. Tune in as our experts discuss the importance of developing good business practices, building organizational self-sufficiency, managing expectations while learning a new system, and share their final thoughts on how to make sure that your implementation is successful after go-live. Thanks for listening! Follow us on LinkedIn or subscribe to our email list to stay in the loop.