Isaac ShalevSage70, Inc.
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CRM

Second Thoughts On… Salesforce

If you’re considering fundraising software or a CRM for your nonprofit, you’ve probably heard of Salesforce. A board member may have recommended it, or a lay leader who uses it at their workplace may have raved about it. Perhaps you’ve seen glowing reviews for Salesforce online. Before you take the leap and sign up for […]

Forget CRM, Think Community!

Hear me out. CRM is a strategy for reaching our donors, evaluating their interest in and capacity for giving, and then moving them through a funnel to convert them into donors. Since we can track their interactions, we can also measure how effective different types of outreach are in pushing people through that funnel. CRM […]

Cloud CRM Image

Thinking About A New CRM? Read This First!

The phrase I hear most often from my clients whenever they talk about their business problems and pain points is “but we’re moving to a new CRM soon, so that won’t be a problem anymore.” That’s definitely the promise and the appeal of CRM, and it’s why organizations will spend over $20 billion on them […]

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About us

  • Isaac Shalev President

    Isaac combines technical, product and digital marketing knowledge with a keen sense of how people and organizations relate to technology and change.

  • Brittany Schwartz Associate Consultant

    Brittany leads the Advancement Services practice area, rebuilding fundraising functions from database and process to people and policy.

  • Brad Sugar Associate Consultant

    Brad is an experienced nonprofit leader and major and principal gift fundraiser. He holds an MBA from Kellogg and leads the Cryptocurrency Advising practice at Sage70.

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  • 1114 Oldham Forest Xing
    Cary, NC
    27513
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