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Best Practices

Budget Planning Season is Underway – Remember to Leave Room for Technology
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Planning Your Budget Nonprofits do a great job at budgeting for fixed operating costs, such as personnel (salaries and

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April and June 2019 Social Studio Release Highlights
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One of my favorite parts of social media engagement is how rapidly it evolves –

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3 MISCONCEPTIONS ABOUT AGILE SALESFORCE IMPLEMENTATION – DEBUNKED!
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Have you heard these before? “Agile is more expensive than waterfall.” “Agile has toomany meetings.”

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Higher Ed Summit Replay: Power Up Your Academic Research Centers with Salesforce
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What a year this was at the Higher Ed Summit! We heard that the Higher Education

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Steps Your Nonprofit Can Take to Protect Against Cyber Attacks
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In a world where there is an increased threat of security breaches, the collective impact

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7 Salesforce Implementation Best Practices Tips
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Are you looking to make the move to a new CRM, yet don’t know where

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Best of Salesforce Spring ‘19 Lightning Features
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Spring is in the air – well not If you’re in Connecticut like me! But

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If you are responsible for coordinating your organization’s Salesforce User training, you’ve probably already read

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Best Practices

The Hunger Problem In America, 1 in 6 individuals struggle to put food on their

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Salesforce implementation best practices
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The purpose of this eBook is to share lessons learned and recommendations for best practices as you move forward with your implementation. These recommendations are not intended to be Salesforce specific, but are rather globally applicable recommendations for the implementation of any new technology tool.

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