Posts Categorized: essential elements

Spring to Minnesota for ResultsPlus Training

rochester

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 »

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 »

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 »