March 14, 2018

Your Board of Directors and Salesforce

Your Board of Directors (BoD) is made up of key constituents and stakeholders. We share ideas so you can to track their activities and interactions in Salesforce.

March 1, 2018

A Cloud Document Storage Guide for Your Organization

Every organization has the digital file equivalent of a kitchen junk drawer – it’s usually on a shared network drive where files have been placed for years with varying levels of strategy or order. We address common questions organizations have about cloud document storage.

October 24, 2017

Salesforce can Help with US Tax Receipts for Donors

Donors are crucial to your nonprofit’s success. They are required to have a written acknowledgement of any single contribution over $250 to claim it on their US federal tax return. Taking a proactive approach will show your donors you appreciate their support.

August 15, 2017

It’s Business Processes Time

It’s important to evaluate your business processes from time to time and ask yourself why, who, what, and how along the way. We offer guidance to help you evaluate your processes in this post.

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 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.

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