12 Charity Engine Recommended items to provide Vendors during a Nonprofit CRM Request for Proposal

Too often when nonprofits do Requests for Proposals for a Fundraising CRM or fundraising technology, they end up creating a Features Checklist Spreadsheet with four different types of feature/capabilities:

  • Already have.
  • Wish we had.
  • Heard about & sounds cool.
  • So brilliant we should apply for a patent.

Unfortunately, RFP’s by checklist can lead to incomplete decisions because the right solution for that org was never proposed. There are capabilities and ideas that people wouldn’t know to think of without knowing the full capacity of a technology product.

In this Charity Engine Guide, learn about 12 items you want to be able to provide the vendor, and how to prepare you and your team for a Nonprofit CRM Request for Proposal.

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Year-End Giving: Ultimate Guide to Double Year-End Impact During A Pandemic

If you are wondering what your yearly big picture schedule should be like for your fundraising, look no further.

This eGuide with Charity Engine details helpful tips and steps you should take to get started on your Year-End Fundraising plans during this pandemic. This guide, along with Charity Engine's all-in-one CRM will provide everything you need to kickstart your fundraising campaigns for 2021.

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Virtual Fundraising Events: A How-To Guide

Many nonprofits have postponed or canceled their events due to the COVID-19 pandemic. While it’s natural and healthy to mourn these lost opportunities, it’s just as important to look for positive learning opportunities that have come about as a result of these difficult times.

Organizations can take this time to get more involved with hosting virtual events for their supporters. When hosting a virtual event, the mindset and approach that your organization should take are similar to that of a live event even though the actual event process is different.

In this guide, learn about Charity Engine's process of plan, run, care, and repeat, and build the best foundation for your virtual event.

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9 marketing automation benefits that could help your business

Marketing automation has become a necessity for today's entrepreneurs, as it's used not only to automate processes but also to restructure and quantify their marketing campaigns and workflows.

From saving time and energy to generating more revenue, the scope of marketing automation goes beyond simply automating repetitive tasks.

In this blog by Keap, learn how automation streamlines business operations, helping entrepreneurs focus more on nurturing client relationships.

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A complete guide to business automation

Savvy entrepreneurs are embracing business automation and are finding today’s innovative and sophisticated, yet user-friendly, technology is empowering them to overcome everyday obstacles and to grow their business.

The best part is this automation isn’t solely reserved for big businesses with deep pockets. Small companies are incorporating automation into key aspects of business, and are liberating themselves and their employees to spend more time on big-picture strategies centered around expanding their company.

In this eBook with Keap, learn about the many forms of business automation, and how it can help your small business leverage its processes, increase profits, and ultimately grow its bottom line.

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4 marketing automation use cases to scale your business

The only thing trickier than starting a business is scaling one. Once you've discovered the product-market fit, how difficult can it be for you to scale?

Marketing automation has been a buzzword for a while now. Everyone is talking about its benefits. It's not difficult to conceptualize that marketing automation creates efficiencies at scale, standardizes the customer journey, and ensures you make data-backed decisions.

In this blog, learn the basics of marketing automation, 4 use cases for streamlining your platforms, and how Keap can help.

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Leverage automation to get more done with less time

Software designed specifically for small businesses, Keap intelligently helps you get your daily work done.

While setting yearly goals, most savvy business professionals are thinking about ways to be more productive and developing strategies to control costs and streamline functions. Having transformational goals for your business is a great desire — and one way to get more done in less time is by incorporating automation into your business processes.

In this blog, learn how Keap can help automate numerous business tasks to save you time.

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Build a Case for an HR System for your Business

Make the case for your company to invest in an HRIS

Let us help you create a shareable business report to make the case for using GoCo at your company.

This downloadable document will address how an HRIS can solve all of your current pain points, and highlight areas you’re looking to gain efficiency. You'll also be able to see the ROI from implementing an HRIS based on the size of your company.

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Guide: How to Pandemic-Proof Your HR Processes

Expert tips from HR pros on how HR can adapt in smart ways through digitization

Employers across the globe are learning to operate in a new digital environment. This brings many new challenges for HR departments, employees, and companies. Especially in this time of transition, managing HR for small and medium-sized businesses can be messy, painful, and complex.

GoCo recently conducted a panel discussion, “Pandemic Proofing Your HR Processes”, and got expert tips from HR professionals on how HR can adapt in smart ways through digitization.

This eBook will walk you through:

  • Pain points HR departments are facing
  • Processes HR should be digitizing
  • Best practices for automating your HR
  • ... and much more!

It’s no longer a question of when you go digital, but how. Download our free eBook for key insights that will help you navigate this changing climate with the best tools available.

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SmartDeploy trial

Setup in an afternoon and start deploying Windows, applications, drivers, and scripts to any endpoint, anywhere with SmartDeploy. Leverage your existing network or the cloud for fully-automated, zero touch provisioning and maintenance of end user devices. Search the Platform Pack library for your computer models and automatically download device driver packs for over 1,500 models from Lenovo, Dell, HP, and more.

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The Digital Transformation of Endpoint Management

Examine the trajectory of business technology and the strategies that IT must develop to support employee productivity—anywhere, anytime—from their preferred device. To remain efficient, reliable, and secure in a remote landscape, IT needs to focus on simplifying endpoint management tasks to promote a productive workplace.

Download the white paper to learn:

  • How to keep users connected and secure in hybrid in-office/remote environments
  • The three core tenets of PC management and why they’re important
  • How endpoints are transforming and solutions that help IT adapt
  • Why updating your endpoint management strategy is imperative
  • How to evolve IT strategy for in-house IT teams

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The 2020 Customer Communications Review

Let’s just say picking up the phone isn’t the only option anymore. Now, we can email, live-chat, even text businesses to get answers to our questions. But those forms of communications go the other way too— businesses can now text their customers (and prospects), email them with offers and promotions, and, of course, call them.

But is this actually good for business? Or is it just annoying and alienating customers (and potential customers)?

In this report, we’ll look at consumers’ preferences when it comes to communicating with businesses and dig into how businesses can reach out in a way that’s actually productive and effective.

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Unrecognizable collaboration

Every year, video penetrates our personal lives a bit more. We broadcast personal events on Instagram Live, chat with our friends on FaceTime, and leave video messages on WhatsApp. As we’ve become more comfortable with video chat, it has steadily spread into the professional sphere.

In the last few years, we’ve seen an explosion of new workplace applications. Innovators are building virtual rec rooms, simulating spontaneous office conversations, and facilitating spontaneous conversations between remote colleagues.

In this insight report, we’ve profiled 5 of the most exciting applications, investigating precisely how organizations are implementing video and how it’s affected their teams.

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How the Combination of Message, Video, and Phone Will Reshape the Future of Work

Before COVID-19, organizations dabbled in remote and flexible work arrangements for many years without any particular urgency. In the wake of COVID-19, however, the slow-and-steady approach turned upside down. Businesses suddenly had to accelerate their remote work plans and get employees completely equipped to work from home.

As business leaders plan to support more remote work in the immediate and distant future, equipping remote workers with the right technologies is mission-critical. It’s time to move into the next phase of remote work and explore permanent collaboration solutions - with WFH 2.0.

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