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Whether you’re migrating from another database, or finally moving away from multiple spreadsheets to manage your data, there are a few principles you want to keep in mind, and some tools you can use in Excel or another spreadsheet program to achieve them. If your data has a separate Last Name column, and you have a single column in which couples’ names are together, you’ll want to separate them. Here is how.
Once you have an understanding of your needs and budget, you can start to look at different tools. Here are a few tools that we’ve worked with at Cloud for Good and had success with.
What if we all joined the circus tomorrow? A few lessons about creating a centralized database and an institutional memory.
Learn how Wise & Healthy Aging migrated from Access to Salesforce to better manage and engage with their donors.
Many organizations have some need to use Salesforce.com for event registrations or ticket sales. This post includes some tips and considerations.
This post includes a comparison of different reporting and BI tools for Salesforce: Conga Queries, BI OnDemand, Crystal Reports, GoodData, and Birst.
To help you master the art of searching in Salesforce this post includes a few tips and tricks for the Salesforce Global Search.
One of the best advantages Salesforce has is its awesome community. The Salesforce community is the place for you to find great resources at no cost (yes, FREE). At Dreamforce 2012, I led a session together with fellow Salesforce MVPs, Jennifer Phillips, Bryan Boroughf, and Matt Brown called Getting to Know the Community (#GTKTC). During the session, we shared many resources available in the community.
In an effort to help you navigate the changing landscape of the Salesforce platform Idealist Consulting and Cloud for Good have pooled their resources and knowledge to provide the nonprofit community with this brief report of the most commonly utilized Salesforce CRM’s for Nonprofits.
Win a free Quickstart implementation at Dreamforce.
