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
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
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
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
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