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How Mock Parallel Provides You the Confidence to Move Forward with an Implementation
How Mock Parallel Provides You the Confidence to Move Forward with an Implementation What is mock parallel? For most organizations, a database transition is a big commitment. If your new system isn't ready on the official go-live date, the financial and opportunity...
Thinking Forward Instead of Looking Backwards
Thinking Forward Instead of Looking BackwardsIt's now more important than ever that you consider your investment in technology...At Sleek Consulting we have been managing fundraising and engagement technology since 1991. We have worked on about 200 successful system...
Why it’s STILL a great time to be a fundraiser
Why It's Still a Great Time to be a FundraiserBy Melanie J. Norton, CFRE, MBA Founder and CEO Norton Philanthropic CounselShare thisStrategy Will Always Drive Fundraising Success, Even After COVID-19This decade started in a way no one would...
8 Reasons To Switch From The Raiser’s Edge To Salesforce
8 Reasons to Switch from Raiser's Edge to SalesforceShare this Free Data Conversions*We know that COVID-19 has taken a toll on our customers. Non-profits, K-12, higher education, and healthcare are getting hit hard, so we wanted to help. Data...
Salesforce Education Cloud Consultant Certification Exam
Education Cloud Consultant Certification Exam Q&A with Chris Parker HuntSalesforce released a new education cloud consultant certification at the end of 2019. Chris Parker Hunt, Sleek’s VP of Strategic Programs, took the Education Cloud Consultant exam at the tail...
Pardot: Marketing Automation for Higher Education Organizations and Non-Profits.
Pardot: Marketing Automation for Higher Education Organization and Non-ProfitsPardot is a marketing automation solution provided by the world's #1 CRM, Salesforce. It’s typically pitched as a B2B solution, but we’ve found that it’s also a powerful solution for...
8 Tips In Increase Your Productivity In The Raiser’s Edge
8 Tips to Increase Your Productivity In The Raiser's Edge Fundraising databases have loads of functionality, but with so many features, some inevitably get overlooked. Whether you are a beginner or a Raiser's Edge expert, here are 8 tips to help you increase your...
The Ultimate Advancement System Implementation Guide: An Overview
The Ultimate Guide to Advancement Systems Implementations A series of articles with tips, tricks, and specific tools for ensuring you have a successful implementation within your budget and timeline Other Articles In this Series: An Overview What Do Your...
21st Century Fundraising: Making Annual Giving Easy
21st Century Fundraising: Making Annual Giving Easy Do you worry that your annual fund team won't reach their fundraising goal? If annual giving is a source of stress at your organization, it's time to consider whether your team has what it needs to fundraise...
21st Century Fundraising: Personalized Communication at Scale
21st Century Fundraising: Personalized Communication at Scale You used to have to choose between personalized communication and efficient communication. It simply wasn't feasible to hand-craft a letter to every prospect. But what if you could automate it? What if you...
21st Century Fundraising: Know Your Naming Opportunities
21st Century Fundraising: Know Your Naming Opportunities Have you ever lost track of an in-kind gift, picture, or plaque? If a donor randomly drops in, how easily can you find their named brick, room, or chair? Do you have a complete inventory of all your donor's...
21st Century Fundraising: Creating Donor Honor Rolls on the Fly
21st Century Fundraising: Creating Donor Honor Rolls on the Fly How easy is it for you to create a donor honor roll? Do you ever worry that you don't have accurate donor giving totals? How long does it take you to be sure that you're recognizing donors correctly?...
Integrated Email Communications: A 21st Century Approach
21st Century Fundraising: Integrate Email Communication to Optimize Your Donor Interaction On-DemandHave you lost emails to your donors and prospects? Do you have to toggle between your email application and CRM to ensure your emails contain accurate information? When...
Boost Your Reporting Power with Tableau Integration
21st Century Fundraising: Boost Your Reporting Power with a Tableau Integration On-DemandHow many steps does it take for you to get constituent data into your reporting software? Do you export it from your database, format it, then import it into another tool? How...
Direct Mail: Start Looking at Your Appeals from Your Donor’s Perspective w/ Paul Barry of Cape Cod Mail Group
21st Century Fundraising – Direct Mail: Start Looking at Your Appeals from Your Donor’s Perspective On-DemandDirect mail continues to generate significant revenue for many institutions, yet many don’t focus on it as they once did. The reason? They’re convinced that,...
Jumpstart Your Fundraising Operation Through Integration w/ Frank Choi
21st Century Fundraising – Jumpstart Your Fundraising Operation Through Integration w/ Frank Choi From DonorSearch On-Demand We all know the CRM is the engine of a fundraising department. But without the proper tools and data, it is merely a place to hold information....
UCI’s Advancement Department Goes Live Remotely During COVID-19 Pandemic.
Going Live During The Pandemic – UCI Goes Live Remotely With The Salesforce™ PlatformShare this The University of California, Irvine's Advancement Department is part of a large public research university in the Higher Education market. At the...
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Navigating Salesforce for Advancement
You hear us talk a lot about Salesforce. If you're unfamiliar, you might get confused hearing us talk about different clouds and how they can empower nonprofits and higher education institutions to optimize their fundraising and engagement business processes. But what...
Self-Service for Sponsors: Invest in Others Transforms Their Gala
Every year, Invest in Others (IiO), a nonprofit that works to amplify the charitable work of the financial services community, hosts an awards gala to celebrate financial advisors who are making an especially big impact in their communities. Jessica Dunham McLaughlin,...
Advancing Advancement Tour with Salesforce and Sleek QSS™
Location Event Details Denver April 18, 2024 Salesforce Tower 17th Street Plaza 1225 17th Street #500 Denver, CO 80202 Saratoga Springs July 19, 2024 Saratoga Race Course - NYRA 267 Union Ave Saratoga Springs, New York 12866 Philadelphia August 21st, 2024 Philadelphia...
Let MGOs Coordinate with the Annual Fund Team on QSS™
Let MGOs Coordinate with the Annual Fund Team on QSS™ Introduction Coordination and personalized engagement play pivotal roles in securing major gifts. At Sleek, we recognize the importance of building relationships that lead to major gifts. That key value is at the...
Salesforce Spring ’24 Release
Salesforce Spring '24 Release HighlightsThree times each year, Salesforce delivers new and innovative features through their Spring, Summer, and Winter releases. The Spring '24 release brings some excellent quality of life changes to the platform. Below you will find...
How a Database Can Tell a Story
Introduction When Brookdale Community College (BCC) found out Raiser's Edge Seven was being phased out, they found themselves at a crossroads. They weren’t particularly happy with their system to begin with. Accessing and extracting data was an arduous task. Nancy...
Navigating Salesforce for Advancement
You hear us talk a lot about Salesforce. If you're unfamiliar, you might get confused hearing us talk about different clouds and how they can empower nonprofits and higher education institutions to optimize their fundraising and engagement business processes. But what...
Self-Service for Sponsors: Invest in Others Transforms Their Gala
Every year, Invest in Others (IiO), a nonprofit that works to amplify the charitable work of the financial services community, hosts an awards gala to celebrate financial advisors who are making an especially big impact in their communities. Jessica Dunham McLaughlin,...
Advancing Advancement Tour with Salesforce and Sleek QSS™
Location Event Details Denver April 18, 2024 Salesforce Tower 17th Street Plaza 1225 17th Street #500 Denver, CO 80202 Saratoga Springs July 19, 2024 Saratoga Race Course - NYRA 267 Union Ave Saratoga Springs, New York 12866 Philadelphia August 21st, 2024 Philadelphia...
Let MGOs Coordinate with the Annual Fund Team on QSS™
Let MGOs Coordinate with the Annual Fund Team on QSS™ Introduction Coordination and personalized engagement play pivotal roles in securing major gifts. At Sleek, we recognize the importance of building relationships that lead to major gifts. That key value is at the...
Salesforce Spring ’24 Release
Salesforce Spring '24 Release HighlightsThree times each year, Salesforce delivers new and innovative features through their Spring, Summer, and Winter releases. The Spring '24 release brings some excellent quality of life changes to the platform. Below you will find...
How a Database Can Tell a Story
Introduction When Brookdale Community College (BCC) found out Raiser's Edge Seven was being phased out, they found themselves at a crossroads. They weren’t particularly happy with their system to begin with. Accessing and extracting data was an arduous task. Nancy...
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