There’s something in the air here today in Rochester MN. We’re experiencing our first 70-degree day today – and it’s only the first week of April! Someone brought in flowers, someone else brought in bagels, all to celebrate a gorgeous day. We’re conveniently forgetting about the fact that thunderstorms are predicted for this afternoon, but we’re….. Read more »
Posts Categorized: essential elements
We’re All Newbies
Learning a new software application is rarely easy. And while it can be exciting to experience something new, it can also be frustrating to find yourself a bit disoriented when you have so much work to get done. We’re in that situation at this very moment, as we transition to a new system to record….. Read more »
Close out the Old, Ring in the New
For our customers who operate on a fiscal year that coincides with the calendar year, it’s time to think about your year-end procedures. To that end, here are some quick and helpful tips to get you moving in the right direction: Tasks to complete BEFORE you close your fiscal year: Enter all 2014 gifts and….. Read more »
Take a Detour: Making the most of ResultsPlus CRM shortcuts
Shortcuts can sure get a bum rap. They’re too often associated with negative concepts like laziness, poor quality and undesirable outcomes. But I’m a fan, and I personally think they have some pretty important uses. (Example: that store-bought pie crust I used for my Thanksgiving Day offering last week.) Seriously, shortcuts in ResultsPlus can save….. Read more »
Back to School
This is a landmark year in my household. I’m officially ending my 22-year run as a parental participant in the annual back-to-school ritual. No more fighting for cart space in the school supply aisle, no more pleading for the kids to go through last years’ clothes and pass them on to the next sibling, and….. Read more »
ResultsPlus and the Discovery Call
I recently had the opportunity to participate in a webinar presented by John Greenhoe, author of the book called ‘Opening the Door to Major Gifts: Mastering the Discovery Call.’ I suspect the term ‘discovery call’ was borrowed from the sales world, referring to the point at which a cold prospect becomes warm. In the context….. Read more »
Generating Meaningful Statistics (A Continuation of Averages are Awesome but Medians May be More Meaningful)
If you read last week’s blog, you’ll remember that I waxed rhapsodic about medians, and a wee bit about other common statistical calculations. I also promised to provide step-by-step instructions for how to produce this data using ResultsPlus and other tools you already know and have. Here goes (in alphabetical order)! Averages: In addition to several….. Read more »
ResultsPlus 11.5 Available Now
If you haven’t already seen a notification in ResultsPlus when you log onto your database each day, you will see one soon. We’ve released a significant update to ResultsPlus. For our customers on the ultra-lite, lite, and standard editions of ResultsPlus, this will look like a normal revision to ResultsPlus 11. However, for our ResultsPlus….. Read more »
Need a Switch?
Some applications can be run with what are known as “switches.” ResultsPlus is such an application. Have you wanted to see the full descriptions of funds, campaigns, and appeals on the Executive Summary instead of the codes? You can. In order to do this, you must start ResultsPlus using a switch. You can create a….. Read more »
Project Management-Coming Soon!
For the next few weeks, I’ll periodically post a bit of information about our upcoming release of our new project management features. These features are a part of our ResultsPlus Platinum edition. Managing projects is often a staff position unto itself. However, the data aspects of these projects and processes needn’t live in their own….. Read more »
