Send us a text

When evaluating the CRM needs of larger not-for-profit organizations, it's essential to recognize that their requirements are far more complex than those of smaller entities. These large-scale organizations, often with over 1,000 employees, manage vast numbers of transactions and interactions, demanding CRM systems that are not only scalable but also capable of handling high data loads. A robust CRM for this sector must support seamless integration with other platforms, such as ERP systems, to facilitate smooth operations and data flow across departments. The intricacies of managing donors and fulfilling grant reporting requirements add to this complexity, as funders frequently have specific reporting milestones and restrictions that must be accurately tracked and met.

In this episode, our host, Sam Gupta, discusses the top 10 Large Non-Profit CRMs in 2024. He also discusses several variables that influence the rankings of these CRM systems. Finally, he shares the pros and cons of each CRM system.

Background Soundtrack: Away From You – Mauro Somm

For more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs. rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform.

Send us a text

In the ERP field, acquiring companies don’t always offer the same advantages as they do within HCM. ERP systems demand tightly integrated data models, making it difficult to seamlessly incorporate acquired products without extensive reconfiguration. In contrast, HCM systems are less constrained by this requirement, allowing acquired components to function independently within the broader system. Ceridian serves as a notable example, evolving from a WFM solution to a full-fledged HCM suite that now spans multiple countries and regions. With this context in mind, how well does Ceridian Dayforce HCM perform in terms of its capabilities, and how does it compare with other leading HCM solutions in the market?

In today's episode, we invited a panel of industry experts for a live discussion on LinkedIn to conduct an independent review of Dayforce’s capabilities. We covered many grounds, including where Dayforce might be a a fit in the enterprise architecture and where it might be overused. Finally, they analyze many data points to help understand Dayforce's core strengths and weaknesses.

Background Soundtrack: Away From You – Mauro Somm

For more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs. rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform.

Send us a text

In this video, we dive into the top 10 CRM systems for mid-sized not-for-profit organizations in 2024, tailored to meet the unique demands of this sector. Typically ranging from 100 to 1,000 employees, mid-sized not-for-profits manage numerous customer-centric touchpoints across email, websites, call centers, and field services. Unlike smaller entities that may rely on simpler CRM solutions, mid-sized organizations handle more substantial donors and complex operational frameworks, necessitating advanced CRM features like enhanced security, hierarchical workflows, and robust data management. Despite these needs, they often operate within budget and IT resource constraints, making it essential to select CRMs with pre-built functionality rather than fully customized setups.

In this episode, our host, Sam Gupta, discusses the top 10 Mid-Sized Non-Profit CRMs in 2024. He also discusses several variables that influence the rankings of these CRM systems. Finally, he shares the pros and cons of each CRM system.

Background Soundtrack: Away From You – Mauro Somm

For more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs. rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform.

Send us a text

When evaluating the CRM requirements for small not-for-profit organizations as compared to startups, it's essential to note the distinctions in resources, scale, and operational needs. Startups often operate on lean teams with virtually no budget for CRM implementation, favoring DIY solutions with minimal integrations. In contrast, small not-for-profits, with 10-20 employees and a modest budget, can invest in basic CRM systems to manage a wider scope of operational requirements. These organizations, often spanning fields like healthcare, education, charities, and religious groups, have complex CRM needs due to diverse data sources and service models.

In this episode, our host, Sam Gupta, discusses the top 10 Non-Profit Small Business CRMs in 2024. He also discusses several variables that influence the rankings of these CRM systems. Finally, he shares the pros and cons of each CRM system.

Background Soundtrack: Away From You – Mauro Somm

For more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs. rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform.

Send us a text

In 2024, the question on everyone’s mind revolves around the vast potential of AI. As we ask what AI can accomplish, a consensus emerges—pose a query about its capabilities, and you'll receive a wealth of answers limited only by imagination. Yet, an essential query remains: can technology genuinely resolve problems centered on people? Human resistance is often the first barrier when adopting new tech, underscoring the critical role of change management in guiding organizational evolution. Traditionally, challenges that evade purely technological solutions are left to change management. But a new possibility arises: could change management’s impact itself be amplified by advanced AI? This question sparks a deeper inquiry into the synergy between human-centered challenges and tech innovation, suggesting a path where AI complements rather than replaces the core human qualities of insight and adaptability, which are crucial in navigating complex organizational transformations.

In this episode, Sam Gupta engages in a LinkedIn live session with Tim Morton, Founder of Prompta, to explain how AI is changing change management.

Background Soundtrack: Away From You – Mauro Somm

For more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs.rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform.

Send us a text

Not-for-profit startups, often operating with fewer than 20 employees and tight budgets, face significant challenges when implementing CRM systems. Lacking the resources for customized solutions or extensive IT support, they usually take a DIY approach, relying on affordable, accessible tools. However, this often results in fragmented systems where data from donor, volunteer, and member interactions are siloed, leading to inconsistent customer experiences. These organizations need CRMs that can unify their various engagement channels—such as email, social media, and events—into a cohesive platform. The CRM tools suited for not-for-profit startups must bridge the gaps between these disconnected systems, offering visibility into customer touchpoints and improving engagement, all while staying within financial constraints.

In this episode, our host, Sam Gupta, discusses the top 10 Non-Profit Startup CRMs in 2024. He also discusses several variables that influence the rankings of these CRM systems. Finally, he shares the pros and cons of each CRM system.

Background Soundtrack: Away From You – Mauro Somm

For more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs. rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform.

Send us a text

Not-for-profit organizations face unique challenges when it comes to CRM systems, as their focus is on building and maintaining relationships with donors, volunteers, and members rather than traditional customers. In 2024, the landscape of not-for-profit CRMs has advanced, offering a range of solutions specifically tailored to meet the diverse needs of these organizations. Whether it's managing donor databases, coordinating volunteer efforts, or tracking member engagement, the top CRMs available this year are designed to support a wide variety of organizations, including associations, educational institutions, healthcare providers, and charitable groups. These CRMs are not only versatile and scalable but also provide the robust features necessary to streamline operations and enhance supporter engagement, making them ideal for organizations of all sizes.

In this episode, our host, Sam Gupta, discusses the top 10 Non-Profit CRMs in 2024. He also discusses several variables that influence the rankings of these CRM systems. Finally, he shares the pros and cons of each CRM system.

Background Soundtrack: Away From You – Mauro Somm

For more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs. rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform.

Send us a text

HCM solutions are uniquely characterized by the critical importance of localization, especially when managing the complexities of various tax codes and compliance requirements. These systems have evolved beyond basic technical tools into comprehensive managed services providers, offering support that goes far beyond software. This is a key distinction between mid-market HCM solutions and enterprise-grade offerings. While enterprise systems offer greater flexibility and more intricate layers to meet diverse organizational needs, they often rely on external partners for specialized expertise and compliance management, ensuring companies remain aligned with local regulations and tax obligations.

In today's episode, we invited a panel of industry experts for a live discussion on LinkedIn to conduct an independent review of UKG Pro’s capabilities. We covered many grounds, including where UKG Pro might be a a fit in the enterprise architecture and where it might be overused. Finally, they analyze many data points to help understand the core strengths and weaknesses of UKG Pro.

Background Soundtrack: Away From You – Mauro Somm

For more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs. rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform.