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.
SEE HOW CLOUD FOR GOOD CAN HELP YOU CREATE MORE VALUE WITH SALESFORCE.
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.
From finding new donors, growing gifts from existing supporters, or managing the back-end fundraising efforts, Salesforce helps organizations establish and grow donor relationships in addition to the donation cycle from pledge to payment. Learn how.
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.
Are you sometimes confused about where to go to get the answers you need in using Salesforce at your nonprofit? As you may have discovered there are many resources available for Salesforce users including the Answers community on Salesforce, LinkedIn groups, Google groups and more but wouldn’t it be nice to have a central repository for resources related to using Salesforce in the nonprofit and education space? Well the Salesforce Foundation thought so too and they have been hard at work creating the Power of US Hub, a new online user community built on the new Salesforce Communities. The Foundation describes the Hub as “a robust online community where members can share ideas, get support, and collaborate.”
This blog post is part of the Apps for Good Webinars where awesome AppExchange providers
It’s that time of year everyone – the Nonprofit Technology Network has opened up voting for proposed sessions at the 2014 Nonprofit Technology Conference. We at Cloud for Good would like to highlight some of our own proposed sessions for next year’s NTC and their links for community voting. Our team is proud to participate at the NTC every year, and together offer decades of experience in technology and change management, CRM implementation, and nonprofit best practice. We hope to see you there!
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.
FormAssembly is a simple and powerful tool that helps you create online forms and get your data where you need it. FormAssembly integrates with many services, which can streamline your processes, remove the need for double entry, and automate workflows. They proudly serve many nonprofits and educational institutions around the world.
I have been inspired by Dreamforce every year since 2005, so I decided to take the majority of the Cloud for Good team to Dreamforce this year. Read this post to learn why we are excited about it.
We reviewed the common email service providers who offer Salesforce integration including MyEmma, VerticalReponse, iContact, ExactTarget, and MailChimp.