​In episode 83 of Mission: Impact, Carol Hamilton and Alexander Lapa delve into the benefits of using a Customer Relationship Management (CRM) system like Salesforce for nonprofits. These include improved data management and streamlined processes. Alexander shares his expertise in setting up and optimizing CRM tools for nonprofits. He explains why having a consultant to guide organizations through the complexities of finding the right tool to meet where they are in their stage of development is helpful. The conversation also explores challenges in fully utilizing a CRM system and the need for training and support to empower users as well executive sponsorship. Integration, AI, and organizational culture in nonprofit CRMs are also discussed.

Episode Outline:
 
(00:08:30) Benefits and Challenges for your nonprofit of Using a CRM
(00:13:36) Leveraging CRM for Effective Communication
(00:18:28) Integration and AI in Nonprofit CRMs
(00:23:40) Challenges with CRM Adoption
 
Guest Bio:
 
Alex is a Salesforce Architect & Advisor who helps nonprofits improve their social impact. He has 10 years of Salesforce and nonprofit experience and 20 years of CRM experience.
 
Aside from working on CRM projects, Alex is host of "Agents of Nonprofit". It's a weekly podcast that interviews guests about products and services which help nonprofits. It's often discusses the benefits of technology, and currently has nearly 70 published episodes.
 
Alex also shares his experience in a short daily email, helping junior Salesforce consultants level-up their knowledge, deal with challenging clients, and advocate for a digital nomadic lifestyle.
 
 
Episode Links:
 
https://dryadconsulting.com/welcome
 
https://www.linkedin.com/in/alexanderlapa
 
https://podcast.agentsofnonprofit.com/
 

Click "Read More" for Transcript

​In episode 82 of Mission: Impact, Danielle Marshall and Carol Hamilton have another ‘learning out loud’ conversation where we delve into the evolving landscape of nonprofit work, focusing on key themes:
 
🔥 Burnout and Beyond: We kickstart the discussion by addressing the prevalent issue of burnout, which has long haunted the sector. Discover how it has been exacerbated by recent events and how individuals and organizations are tackling it head-on.
 
🌟 Redefining Success: We dive deep into the changing definitions of success. It's no longer just about productivity and traditional measures. Learn how individuals are crafting new narratives and aligning their actions with their values.
 
💡 Deepening Impact: Explore the shift from relentless scaling to strategic deepening. We uncover innovative approaches to maximize impact, even with limited resources.
 
💼 Resource Reallocation: Get insights into how nonprofits are rethinking resource allocation. It's not just about budgets but also about investing time, human resources, and energy more intentionally.
 
🎯 Mission Focus: Discover the power of niche specialization. What are you doing to hone your focus to prevent mission drift and build confidence in your abilities? Do you have time built into your day or week for intentional and quiet reflection and strategic thinking?
 
🤝 Collaboration and Partnerships: We explore the art of collaboration and how nonprofits are building meaningful partnerships, passing tasks, and referrals, all while fostering trust and growth.
 
🌈 Well-Being and Productivity: Learn about the importance of individual and team well-being. How are you incorporating joy and playfulness into your life – inside and outside of work?

Timestamped Outline:

(00:03:47) Reevaluating values and redefining success during the pandemic
(00:07:37) Fostering Internal Cohesion for Organizational Success
(00:10:09) Redefining success through thoughtful resource allocation
(00:14:19) Narrowing focus for increased impact and success
(00:22:33) Creative thought organization with mind mapping
(00:36:59) Redefining emergencies and prioritizing strategic thinking
 
Guest Bio:
Danielle is an inclusive leader focused on strengthening collaboration among teams, leaders, and stakeholders to foster problem-solving, create solutions, and improve culture. She finds her inspiration in leading systemic change work that promotes equity and inclusion.
 
Danielle founded Culture Principles in response to a persistent need to operationalize Racial Equity, Diversity, and Inclusion metrics, centering REDI goals and creating accountability systems. She supports clients through her Mapping Equity Framework focused on Unearthing Knowledge, Elevating Strategy, and Transforming Sustainability. She centers her work around organizational assessment, racial equity learning intensives, and the development of racial equity action plans. Understanding that each organization arrives at this work from different perspectives, she utilizes assessment in building a customized strategy for each unique partner.
 
Previously Danielle served as a non-profit leader for 20+ years and today works on strategy development that enables nonprofits to achieve equitable mission-driven results. Danielle holds a Master's degree in Industrial-Organizational Psychology from Louisiana Tech University and draws on her background as an I/O psychologist in applying a racial equity lens to organizational policies, practices, and programs. She is a Certified Diversity Professional (CDP)/ Executive Coach (ACC).
 
During her playtime, you can find Danielle traveling, knitting, and kayaking in all 50 states.
 
Episode Links:

• Reflection tools:
  • Weekly Review
  • Six Month Review
    
    

●      https://www.culture-principles.com/
●      https://www.linkedin.com/in/danimarshall/

Click "Read More" for Transcript