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SEE HOW CLOUD FOR GOOD CAN HELP YOU CREATE MORE VALUE WITH SALESFORCE.

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Best Practices

RingLead provides a suite of data quality and sales enablement applications for Salesforce.com. Our applications arepowerful yet simple to use and they easily integrate with most marketing automation platforms including Marketo, Eloqua, Pardot, ExactTarget, Act-On Software, and more. RingLead has been a Salesforce partner since 2003 and we’ve worked with over 2,000 companies across 5 continent.

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Some of the biggest angst for my clients comes at the end of a project. Wrapping up an implementation brings all sorts of mixed feelings: pride and excitement, but also a fair share of trepidation. Read more to learn about tips for user adoption.

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Causeview: Combines all of your donor management activities into one simple and powerful system. It manages donations, campaigns, events, receipts, acknowledgements, major gifts, and provides powerful reports. It’s on the cloud; access it anywhere in the world.

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As a system administrator, it’s not only your job to ensure that reports are created, data is kept clean, and new fields and workflows are created. It is also to make sure that your colleagues, the end users, are properly trained and feel comfortable in the Salesforce.com environment.

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Easily generate custom proposals, account plans, contracts, presentations and emails with content from multiple objects and related lists. Works with Word, Excel, PowerPoint, PDF forms and HTML email in single, batch and scheduled operations.

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You choose a platform, signed with an awesome implementation partner who can translate your needs into technology, and you are extremely excited to get started. Wait… are you really ready to start the implementation?
From our experience at Cloud for Good this is not always the case. Many organizations want to start the implementation immediately after they chose their implementation partner. Everyone wants to get up and running on the new system as soon as possible. To make sure that you and your organization are ready, you should review and answer the questions in this post.

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This blog post is part of the Apps for Good Webinars where awesome AppExchange providers

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In Salesforce, the Case Object is often used to track a constituent issue or problem that needs resolution. Just like anything else in Salesforce, it can be renamed. Most commonly: “Request” or “Issue.” Here are a few things you should consider.

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We reviewed the common email service providers who offer Salesforce integration including MyEmma, VerticalReponse, iContact, ExactTarget, and MailChimp.

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This blog post includes a comprehensive review of common online donation integration for Salesforce including Click and Pledge, Action Pages, Brickwork, and PaymentConnect.

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