🚀 Last Week at Connex Digital! 🚀 We've been crushing it, and here’s what we accomplished: - Automated donor tracking for a non-profit, seamlessly integrating HubSpot and Givebutter for personalized outreach. 📈 - Solved Notion's calendar woes, letting teams see multiple due dates in one view. 🎯 - Cut task consumption by 99.9% for a marketing agency's data integration from Hive to Snowflake. 🧠 - Designed a formula that auto-adjusts due dates, even accounting for custom holidays. 📅 - Cracked the code to pull data from ADP without extra permissions. 🔓 - Optimized Clio - Cloud-Based Legal Technology for perfect task attribution, enhancing case management. ⚖️ - Launched a two-way sync between monday.com and Jira Service Management, making cross-department collaboration a breeze. 🤝 That’s what we did last week! Want to see what we can do for you? Book a free 20-minute discovery call, and let’s get started 👉https://lnkd.in/eekq8BMM
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Explore the powerful capabilities of #Dynamics365 Customer Insights for #nonprofits! 🚀 This demo showcases how this intuitive Customer Data Platform empowers organizations to unify constituent data from diverse sources, turning it into actionable insights. Explore a sample solution tailored for donor relations managers, leveraging Power Apps to provide a comprehensive 360-degree view of constituent information. Learn how nonprofits can harness the power of Dynamics 365 Customer Insights and Power Apps to drive mission advancement and personalized experiences. 💡 #PowerPlatform #PowerApps #CustomerInsights
Dynamics 365 Customer Insights Power App Pocket Demo (Nonprofit)
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🎉 Just added some extra sparkle to my toolkit - HubSpot Reporting Certificate unlocked! 🚀 No more data mysteries, just good vibes and actionable insights. Let's turn those numbers into a dance floor! 💃📊 #HubSpotMagic #DataParty #AIOPSGROUP
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Dashboards should tell a story, not collect dust. Before you build, get clear on what questions your team NEEDS answered. Watch HubSpot experts Chris Grant & Bridget Pyne reveal: - How to ditch the "meaningless report" trap - Align teams around key questions - Build dashboards people will TRUST --- 🎙️Spotify: https://hubs.li/Q02xKp9b0 ▶️Youtube: https://hubs.li/Q02xKrvz0
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"I just spent hours digging through emails for that donor report data!" 😫 Sound familiar, nonprofit leaders? Let's talk about the project management struggle: ➡️ Scattered information across multiple platforms ➡️ Difficulty coordinating remote teams ➡️ Time wasted on manual updates instead of mission-driven work But what if I told you there's a way to: ✅ Centralize all your project data ✅ Seamlessly collaborate across time zones ✅ Focus on what really matters - driving impact The solution? Automation with Hive. 🐝✨ Hive integrates with your favorite nonprofit tools. Sync with Salesforce for donor management, Intuit QuickBooks for financials, or Intuit Mailchimp for communications. One central hub, endless possibilities. Ready to showcase your organization’s impact to donors and foundations in an efficient way? DM me and let’s organize your workflow with Hive. #NonprofitTech #ProjectManagement #SocialImpact
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RevOps with Hubspot | Sequoia Surge Perks Partner | Would be your Personal Uber for one day if you didn't like our work
Another mind-blowing beta update from HubSpot! 🚀 As a long-time Excel user, I’ve always relied on conditional formatting to make sense of large datasets. It was a lifesaver for data visualization. But guess what? HubSpot just brought this feature into their beta update! 🎉 At this rate, with these super useful updates, HubSpot is on track to leave every other platform in the dust. #HubSpotLove #BetaUpdates #DataVisualization #MarketingTech
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Head of Implementation at Black Diamond Implementation | Analytics Minded | Data Visualization and Hula Hooping Expert
I spent about an hour this morning talking about why I love HubSpot reporting. It’s truly the best of the best, and I’d recommend it to anyone! I love the set up as much as I do the actual chart building, and I truly love it more than anything. Data > everything. #hubspot #dataanalytics #hubspotter #hubspotexpert
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Continuing our series on Salesforce QuickStarts for Nonprofits, our latest blog explores accelerating impact through Portfolio Management and Impact Measurement (PMIM). Our PMIM QuickStart package offers an out-of-the-box solution that centralizes programmatic and impact data in a user-friendly system. While implementing Salesforce might initially seem daunting, Vera’s QuickStart Implementations simplify the process. They bridge the gap between acquiring free or reduced licenses and fully adopting the solution with a ready-made package that can be implemented in four steps. Read the full blog to discover how QuickStarts can transform your operations in as little as six weeks: https://lnkd.in/eydQ98B5 #Salesforce #QuickStarts #TechForGood
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Founder and CEO at Technopath | Specializing in Nonprofit Cloud Certification Training and Hands-on-Simulation | Making Salesforce Consultants More Valuable Each Day
Understanding the ins and outs of data models can be difficult. One of the more difficult data models to master in NPSP is Salesforce’s Program Management Module. So I was not surprised when a lot of you said you’d be interested in a mini-course on Program Management. I decided to model the course after of an all-day session I did while volunteering with Roots for the Home Team and Hands-On Twin Cities a year or two ago. Laura Moores, MPH had started to set up PMM, but was getting a little lost. In one day we did discovery, mapped out her data model, taught her about PMM, created documentation, and created reports and dashboards! It was so much fun and so energizing. The first iteration of the Program Tracking with PMM course will be a live hands-on intensive next week April 4th-5th. It will be over two half days from 2pm-6pm ET. The workshop includes interactive sessions, a comprehensive workbook, and follow-up support. Students will have lifetime access to the recordings. DM me with questions! Get more details and register here: https://lnkd.in/eyqrsT_F #salesforce #nonprofits #alwaysbelearning
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The POWER of Salesforce ✨ With a quick Flow, a new date field, and a new formula field, our Fundraising staff know when an account has an outdated projection. To make it even better, I scheduled this report to send to the team WEEKLY so they can stay on top of our projections data! #salesforceadmin #flow
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A database walks into a pub…..he joined two tables!! Introducing HubSpot Customer SpeakEasy 2.0! Do you have data management issues? Would you like to maximise the usage out of your data? Are you in need of a data cleanse? Then look no further than our next edition of our Customer SpeakEasy Series - doubling down on data! We have: Demo’s from both our Operations Hub and Clearbit by HubSpot. Partner Success Stories Plus networking opportunities with drinks and light-bites! When: June 20th, 2024 Where: HubSpot House, Dublin, D02 CR67 Time: 3-5pm (2:30 registration) Interested in attending simply drop me a DM! #data #HubSpot #CustomerSuccess
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What an amazing week at Connex Digital! You guys are crushing it 👏