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.
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.
If your organization sometimes feels like a rodent warren of haphazard business processes, there are some things you can do to make them better. Start by asking why and document all of your processes.
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.
Writing strong, concise survey questions will get you the data that you need. We’ve shared some best practices for collecting information from your constituents.
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.
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.
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.
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.
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.