SmartSimple Blog

Everything You Know About CRM's Might Be Wrong. Find Out Why At ELEVATE San Diego

Posted by Stirling Myles on Jul 16, 2019 10:02:21 AM
Photo by Docubyte

We get into many great conversations with businesses, and one term that always comes up is the ever-ominous “CRM.” Every business needs one, yet the CRM concept is a complex one because it’s open to so much interpretation. Take for example the “C,” in CRM; it can mean “Client,” “Constituent,” and “Contact,” all meaning very different things. In our upcoming ELEVATE San Diego session led Eric Lauer, SmartSimple’s Director of Customer Experience, we’ll be settling the confusion, once and for all.

Topics: ELEVATE 2019, SmartSimple Cloud platform

May 2019 Upgrade Highlights

Posted by Stirling Myles on May 7, 2019 9:58:10 AM
Photo by Bill Jelen

Each quarter, we release a series of upgrades we've developed over the last three months, many of which are created out of your needs. In this special newsletter, we highlight some of the features that we think will have the greatest impact on your user experience. A full upgrade summary of all features and enhancements can be found on our Wiki, or by attending our Upgrade webinars.

Topics: SmartSimple Cloud Upgrades, SmartSimple Cloud platform

Learn About SmartSimple's Progress Report Scheduling [VIDEO]

Posted by Stirling Myles on Jan 10, 2019 10:20:18 AM

Helping your grantees stay on top of their reporting can be a lot of work, it’s vital in helping you track the impact your investments are making.

Topics: Grantmaking, SmartSimple Cloud platform, Direct

Learn About SmartSimple's Payment Scheduling Tool [VIDEO]

Posted by Stirling Myles on Dec 21, 2018 9:18:28 AM

The preparation, record keeping, and delivery of payment disbursements can be a very time consuming activity without the proper tools to help keep you organized, especially if you’re dealing with score of grantees all on different payment schedules with awards being drawn from multiple different funding sources. Don’t let administrative headaches drain you of your passion to do good.

Topics: SmartSimple Cloud platform

Learn About SmartSimple's Panel Committee Review Tool [VIDEO]

Posted by Stirling Myles on Dec 17, 2018 9:21:00 AM

Whether you’re a research organization conducting a panel review, or a foundation coordinating a review committee, it can be a lot of work managing logistics and various stakeholder like investigators, reviewers, and readers, all while trying to effectively gather and aggregate scores for reporting. The reality is, what should be a 2 or 3 person job is often saddled on one person to manage.

Topics: Foundations, Grantmaking, SmartSimple Cloud platform, Panel Management