Agents of Nonprofit

In this episode of Agents of Nonprofit, I talk with Laura Bibbo who supports and coaches organizations in leveraging technology that better enable them to deliver on their missions. Laura is a change leader and innovator that doesn’t like to just be one thing, which means she knows “a little about a lot!”Topics we cover include:What it means to be a change leader and innovator in the field Finding what will truly make you successful rather than pivoting to new shiny objectsThe common project pitfall of not having shared visions and goals across the organizationUnderstanding the platform that an organization needs to work cohesively and breaking down silosBest practices for what should and shouldn’t be tracked in a CRMConsumer expectations shifting towards the need for ease & ability to do things online To learn more & connect with Laura Bibbo:Laura Bibbo on LinkedInBlog Posts by Laura BibboIf you enjoyed this podcast, please consider leaving a review on Apple Podcasts, or your preferred podcast player. Thank you kindly!Support the show

In this episode of Agents of Nonprofit, I talk with Tim Lockie, the founder of The Human Stack and Now IT Matters. Now IT Matters is a social impact tech consultancy that provides insight, resources, and services for the digital capacity transformation of social impact organizations.Topics we cover include:Lessons learned in 20+ years of nonprofit leadership and SalesforceFinding what is in the client’s best interest, even if that means recommending they work with someone elseDesigning an experience that is built for humans to use and understand intuitivelyKnowing who in the organization you’re speaking to and what their goals are so you can provide the information that matters to themThe issue of technology problems being attributed to technology rather than the human sideCreating measurable change in an organization that has a culture of authenticity and transparencyTo learn more & connect with Tim Lockie:Tim Lockie on LinkedInThe Human Stack WebsiteThe Human Stack on LinkedInNow IT Matters WebsiteNow IT Matters on LinkedInIf you enjoyed this podcast, please consider leaving a review on Apple Podcasts, or your preferred podcast player. Thank you kindly!Support the show

In this episode of Agents of Nonprofit, I talk with Eric Dreshfield, product evangelist at Mogli and the founder of the Midwest Dreamin’ Salesforce Community Conference. Eric is also a "Connector", a Blogger, a Marketer, a Community Advocate and considers himself the "Kevin Bacon" of the Salesforce Ecosystem.Topics we cover include:The reasoning behind starting the Midwest Dreamin’ conferenceComparing Salesforce’s Dreamforce conference to the Midwest Dreamin’ community conferenceWhat a nonprofit can expect from attending the Midwest Dreamin’ conferenceHaving higher engagement levels with Mogli text campaigns versus email campaignsNonprofit use-cases for MogliThe importance of community connections for career opportunities and moreTo learn more & connect with Eric Dreshfield:Midwest Dreamin Conference - July 20-20, 2022MogliNebuLabsEric Dreshfield on LinkedInEric Dreshfield on TwitterIf you enjoyed this podcast, please consider leaving a review on Apple Podcasts, or your preferred podcast player. Thank you kindly!Support the show

In this episode of Agents of Nonprofit, I talk with Sally Heaven - Co-Founder of Raise HECK. Raise HECK is a woman-owned consulting company helping nonprofits choose and use the best technology to power their missions. Topics we cover include:What it means to work with progressive organizations that align with your valuesThe importance of finding organizations that are eager to change, making sure everyone is on boardFinding nonprofit software that is easy and fun to use Best practices in helping organizations take the leap from an excel sheet to a full software platformThe benefits of starting with a CRM from scratch versus the difficulty of moving from CRM to CRMThe changes seen in CRMs & their importance in 17 years of working in the industryTo learn more about Raise HECK & connect with Sally Heaven:Raise HECKRaise HECK on LinkedInIf you enjoyed this podcast, please consider leaving a review on Apple Podcasts, or your preferred podcast player. Thank you kindly!Support the show

In this episode of Agents of Nonprofit, I talk with David Phu - “a nonprofit video communications guy with several video awards and 20 years experience”. David teaches small nonprofits to do their own video marketing so they’re seen more, increase thought leadership, lead donors to give, and help volunteers apply.Topics we cover include:What positive outcomes come from using video vs. traditional copy The full plan that is required around video marketing beyond simply creating itMeasurement and analytics tools for video marketingHow authenticity is winning eyeballs in the current video marketing landscapeThe typical process for getting started and moving forward with videoWhy knowing your members and using that data in a CRM is important To learn more & connect with David Phu:David Phu on LinkedInDavid’s Nonprofit Video Marketing Training OffersNonprofit Video Comms Blog + PodcastIf you enjoyed this podcast, please consider leaving a review on Apple Podcasts, or your preferred podcast player. Thank you kindly!Support the show

In this episode of Agents of Nonprofit, I talk with Ryan Boggs from Arkus. Arkus is redefining and reshaping what it means to hire an outside consultant by providing a diverse set of services from Salesforce implementations to custom application development.Topics we cover include:The magic of becoming partners with clients How a nonprofit can prepare for migration from a legacy CRM system to SalesforceCriteria that needs to be met for a successful data migrationPreparing clients who might not be aware of the time and cost of large CRM data migrationsAssessing automation within an organizationMaking sure nonprofits are prepared for the long-term future for when problems may arise To learn more about Arkus & connect with Ryan Boggs:Arkus, Inc.Ryan Boggs on LinkedInArkus BlogIf you enjoyed this podcast, please consider leaving a review on Apple Podcasts, or your preferred podcast player. Thank you kindly!Support the show

In this episode of Agents of Nonprofit, I talk with Matt Frank - Director of Technology Evangelism and Product Marketing at Blackthorn. Blackthorn helps to meet the needs of modern nonprofit organizations in meaningful ways through their Salesforce-native apps.Topics we cover include:What Blackthorn offers to nonprofits to help them succeedThe ethos of simplicity behind Blackthorn appsBlackthorn’s Salesforce-native apps that help nonprofits with Payments & Event ManagementEnabling organizations to prevent harmful data from entering the CRMThe emphasis on listening to potential customers to ensure mutual fitsHow Blackthorn predicts what their customers will need 18+ months in advance To learn more about Blackthorn & connect with Matt Frank:Blackthorn.ioMatthew Frank on LinkedInBlackthorn Events on Salesforce AppExchangeIf you enjoyed this podcast, please consider leaving a review on Apple Podcasts, or your preferred podcast player. Thank you kindly!Support the show

BuildGood is a donor communications agency that helps nonprofits with done-for-you fundraising services and consulting. In this episode, Mike Duerksen, founder and CEO of BuildGood, joins me to discuss fundraising services, best practices, and much more. Topics we cover include:Mike’s journey to starting BuildGoodThe agency’s core services and outcomesPositive and negative indicators Mike considers when determining if a particular client is the right fitMike’s CRM and software recommendationsHow to build a community rather than just an audienceA look at the future of fundraising — and strategic moves to start making nowWhat Mike has learned from running two podcastsTo connect with Mike:BuildGoodThe Build Good Fundraising PodcastLinkedInIf you enjoyed this podcast, please consider leaving a review on Apple Podcasts, or your preferred podcast player. Thank you kindly!Support the show

Donor Science Consulting helps nonprofits stay competitive through advanced data analytics. In this episode, Matthew Dubins, founder of Donor Science Consulting, joins me to discuss all things data science. Topics we cover include:How Matthew got started in data science and the nonprofit spaceWhy no organization can afford to ignore data scienceSome of the main services he offers, all centered around predictive modelingEthical considerations and privacy best practicesThe limits of what data science can’t — and shouldn’t — doImpacts he’s seen from COVID on the nonprofit industryTo connect with Matthew:Donor Science ConsultingLinkedInIf you enjoyed this podcast, please consider leaving a review on Apple Podcasts, or your preferred podcast player. Thank you kindly!Support the show

Elements.cloud is a change intelligence platform that helps organizations get more out of Salesforce through analysis and documentation. In this episode, Ian Gotts, founder and CEO at Elements.cloud, joins me to discuss change intelligence and documentation best practices. Topics we cover include:The features and capabilities of Elements.cloud, including automated documentation, consolidating data in one place, and visualizationThe importance of documenting not just what changes were made, but whyWhat Ian refers to as the “Three Cs” of change intelligence: Content, Connections, and ContextWhat “technical debt” means and how Elements.cloud helps reduce it Simple steps to get started building up solid documentation practicesTo connect with Ian:Elements.cloudLinkedInIf you enjoyed this podcast, please consider leaving a review on Apple Podcasts, or your preferred podcast player. Thank you kindly!Support the show