5 Signs Your Nonprofit Has Outgrown Its CRM
The workarounds that used to work are now costing you time and data quality. Here's how to tell when it's time to make a change.
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We advise, implement, and manage technology for nonprofits, businesses, and mission-driven organizations. The right tools, the right way, built around your team.
We work across 25+ platforms with one agenda: yours. Based in Rochester and Albany, NY, helping mission-driven organizations find technology that actually fits.
Whether you need a plan, a platform, or someone to keep things running, we're here for it.
We look at how your team actually works, then build a technology plan that fits.
Honestly, sometimes the biggest wins come from tools you already own but aren't using well. We start by listening, then build a roadmap your team can actually follow.
From picking the right CRM to getting your team comfortable using it, we handle the whole process.
We've set up CRMs for 5-person shops and 500-person organizations. The approach changes every time. The goal never does: a system your team actually trusts.
We help you figure out where AI fits (and where it doesn't) before you invest.
That might mean automating intake forms, summarizing case notes, or building something entirely custom. We start small, prove it works, then grow from there.
Ongoing tech support from a team that already knows your systems and your goals.
Think of it as having a fractional technology director on call. We handle system updates, troubleshoot issues, and keep things running so your staff can focus on the work that matters.
Platforms we work with
We work with Salesforce, HubSpot, Bloomerang, Monday.com, Asana, Airtable, FormAssembly, Formstack, Conga, DonorSearch, DocuSign, and more.
Our recommendation: the right one for you.
CPP Client"We had an outstanding experience working with Connected Path Partners (CPP) for Salesforce implementation. CPP demonstrated deep expertise for Salesforce ecosystem, including data management, forms implementation, Stripe integration, and other areas. They understood our CRM and business needs and translated them into user-friendly solutions. Overall, we had a very good experience with them and appreciated their customer friendly attitude."
CPP Client"Connected Path Partners provided exceptional service throughout our upgrade from Classic to Lightning. Their team demonstrated deep expertise, ensuring a seamless transition with minimal disruption. They took the time to understand our unique workflows and helped streamline our processes, resulting in improved efficiency and usability. Communication was clear and timely at every stage, and they offered thoughtful solutions tailored to our nonprofit's needs. We highly recommend Connected Path Partners for any organization looking to enhance their platform and optimize operations."
CPP Client"Had a wonderful experience working with our partner! Would highly suggest them to anyone looking for Salesforce consulting. A+++ partner."
CPP Client"Connected Path Partners has been excellent to work with, fair in pricing, extremely responsive, and anticipatory in our needs. I highly recommend them for Salesforce implementation and we are thrilled to keep them as an integral part of our support team going forward post-implementation."
CPP Client"We could not be more pleased with our experience with Connected Path Partners helping us make the transition from another CRM company to Salesforce. They assisted us every step of the way from migrating data to setting up a custom, user-friendly Salesforce system for our organization. Vinu and Alex with CPP are professional, kind, patient, efficient, and extraordinarily knowledgeable. They have made the process seamless for us and have been available and accommodating throughout the transition. We could not have chosen a better team to work with as our entire experience with them has been nothing less than stellar. I have absolutely no reservations recommending them."
CPP Client"When our organization adopted Salesforce, very few employees were familiar with how to make it work for us, and even fewer were fully bought into using the tool on a regular basis. CPP helped us both to share and demonstrate the value of the tool to various departments in our organization, and helped to identify opportunities for internal collaboration and time saving using the tool. In my department, we had specific requests for training and infrastructure build out that needed to happen both thoughtfully and with short turn around times. CPP not only provided the fixes that we need but took the time to develop and train our staff thoroughly on the systems created for ongoing use. We now have easy revenue and metrics reporting, dashboards to show progress to leadership, and a team who is more invested in using and learning the system. CPP's combined expertise in the nonprofit and education sector added to our conversations and outputs as they could spot potential downstream challenges with some of our requests and provide workarounds before we got to far. I would 100% recommend to a new nonprofit or education org adopting the tool for the first time, or for those with more complex challenges to dig into collaboratively."
Practical thinking on technology, strategy, and the nonprofit sector.
The workarounds that used to work are now costing you time and data quality. Here's how to tell when it's time to make a change.
Read more
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Skip the chatbot hype. The best AI wins for nonprofits are boring, practical, and save your team hours every week.
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