June 19, 2017

How Businesses Must Adapt to a 21st Century Workforce

For organizations to capitalize on new opportunities, they will need to understand that talent development is critical to achieve growth and stronger results. It’s time to prepare for the 21st century workforce.

June 13, 2017

Why Chatter is Great for Nonprofits

Chatter is a social networking tool that lives inside Salesforce and helps people collaborate with colleagues. Here are some ideas for how you can start using Chatter at your organization.

June 6, 2017

Pre-Checking: Good for Baggage, Bad for Email Opt-In

In the case of email opting-in, it pays to hold off on pre-checking any opt-in actions. The theory behind this restraint is that constituents should take some affirmative step (or multiple steps) to indicate that they want to receive your communication.

May 30, 2017

Salesforce Analytics 101: Report Types

When you’re creating a Salesforce report, the first thing you have to choose, before you even get to the report builder, is the Report Type. The Report Type is a defined set of related objects and fields you can use in your report.

May 16, 2017

Is a Salesforce Community the Right Fit for Your Nonprofit?

If you can find value in sharing your Salesforce data with constituents, a Salesforce Community might be right for you! Salesforce Communities expand your database beyond your internal users and allow constituents to interact with each other and with your data in a controlled environment.

May 9, 2017

Planned Gifts: Tips and Tricks for Managing in Salesforce

Planned gifts, or legacy gifts, are something we often discuss with clients who use or are looking to use Salesforce to manage fundraising data and processes. Salesforce can be customized to meet the needs of any organization’s planned giving program.