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It does not matter if you are small or big or if you are moving to the cloud to manage your donors, volunteers, dogs, cats, or trees: there are some things that you should keep in mind. Here are my top ten (and a bonus one at the end).
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Whether it’s envelopes for fundraising materials, event invitations, volunteer release forms, thank you letters or end of year tax receipts, the ability for a non-profit to quickly generate and print out personalized documents is central to its success. While a lot of attention is given towards the right mass email platform, who do you turn to when you need to create mail merges from your Salesforce.com data?
Is your system full of duplicates? Duplicate records can frustrate users, throw off reporting accuracy and in general cause havoc in your Salesforce ecosystem. In this post I am going to talk about a couple of tools available to prevent duplicates from coming into your system in the first place.
Apsona for Salesforce is another exceptionally useful ETL (Export Transform Load) app, with some unique advantages that make it an essential tool to keep in your data loading/cleansing utility box.
The number one question I hear when dealing with clients who want to add new data to Salesforce is, “How can I make sure I’m creating duplicate records?” There isn’t a perfect solution to the problem, but there is a pretty darn good one. Check out DemandTools.
Most of us think of a campaigns a target with specific objectives in mind. It’s useful to see the Campaign as a People List.
Social media has the power to make the world a better place, and social media success will come when you can determine your biggest needs and create a strategy that works within your resources and budget. This ebook (created by the Salesforce Marketing Cloud) explores the stories of nonprofits maximizing social media for awareness, fundraising, community growth, engagement and more. It also includes key takeaways so you can use social media for social good starting now.
The Apex Data Loader is one of my stand-by’s. It’s a solid, no-frills workhorse that’s really good at the “E” and the “L” (exporting and importing). Check out this post to learn why.
Whether you’re migrating from another database, or finally moving away from multiple spreadsheets to manage your data, there are a few principles you want to keep in mind, and some tools you can use in Excel or another spreadsheet program to achieve them. If your data has a separate Last Name column, and you have a single column in which couples’ names are together, you’ll want to separate them. Here is how.
