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Implementing a constituent relationship management (CRM) application can be a difficult project for organizations with multiple large complex departments. An assessment of the organization’s CRM strategy, staffing, processes, and technology will help you identify the relevant approach, resources, and tools to be put in place to champion a successful implementation. The value is achieving consistent processes, cross departmental coordination, and even driving organizational innovation.

November 27, 2013

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Dreamforce 2013 is over. In theory, you’ve bodily recovered from the walking, talking, learning, and partying. Now what? How can you best leverage all the stuff you did and learned at Dreamforce to finish out 2013 and start 2014 with a bang?

November 22, 2013

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Apsona creates user-friendly, browser-based web applications for CRM and e-commerce. Its offerings include Apsona for Salesforce, a Salesforce.com add-on for improved data manipulation, cross object filtering and reporting, and multi-step reporting, a powerful multi-object reporting tool.

November 13, 2013

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How are you currently generating thank you letters for your donations? More importantly, how can you generate a thank you letter from a donor that has identified 2 or more Designations and possibly spanning one or multiple Budget Years? Read how to use Conga Composer to generate mail merges from Salesforce.

November 8, 2013

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I got into a discussion with a client recently about ethical consulting. I’ve had this discussion with colleagues, co-workers, friends and mentors through the years, but I wanted to take a moment to outline what I believe to be some fundamental premises of the Ethical Consultant and ethical consulting in general within the realm of Salesforce for nonprofits.

November 6, 2013

KnowWho Inc. is a nationally recognized provider of the most up-to-date federal, state and local government contacts, biographies and advocacy solutions. The majority of premier advocacy providers in the marketplace today are powering their solutions with KnowWho data. In addition, KnowWho is the only provider of government contacts in a Salesforce-ready solution to help users quickly integrate and use KnowWho data in their daily government relations activities.

November 1, 2013

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Are you going to Dreamforce? Let’s schedule a time to meet!

October 30, 2013

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Each Salesforce organization is housed at one of Salesforce’s data centers. Salesforce calls these groupings of clients instances and it is a good practice as a system administrator to be aware of which instance your organization is on.

October 29, 2013

Check out Trish Perkins top new features in the Salesforce Winter ’14 release.

October 29, 2013

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The Audit Trail helps you track the recent Setup changes that you and other administrators have made to your organization. Learn more.

October 22, 2013

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