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Best Practices

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Donors are crucial to your nonprofit’s success. They are required to have a written acknowledgement of any single contribution over $250 to claim it on their US federal tax return. Taking a proactive approach will show your donors you appreciate their support.

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Writing strong, concise survey questions will get you the data that you need. We’ve shared some best practices for collecting information from your constituents.

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There are many tools out there to assist with data cleanup and it’s not always easy to know which one to choose. We have explored several tools that may be right for your organization in this post.

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Customizing Salesforce’s Lightning Experience is more involved than just changing page layouts, but it’s also more powerful. We share five tips to help you customize the Lightning Experience.

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In the face of a more competitive and increasingly diverse recruitment pool, it’s important for higher education institutions to leverage recruitment data and analytics to identify new populations of prospects to nurture – an excellent use case for CRM tools like Salesforce.

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Best Practices

It’s important to evaluate your business processes from time to time and ask yourself why, who, what, and how along the way. We offer guidance to help you evaluate your processes in this post.

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Women in Tech (WIT) and Salesforce are helping more women go after technology focused careers. One of our Goodies shares her story with WIT and the difference it has made in her life.

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Best Practices

Finding volunteers is always a priority, and technology often helps fill the gaps in operational capacity when it comes time to recruit and retain engaged individuals who believe in your mission. The Nonprofit Success Pack can help you track and manage your volunteers.

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Campaign Hierarchies use the Parent Campaign field to link any number of child campaigns to a single parent campaign. We provide step-by-step instructions to help you put these into action.

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Salesforce is constantly changing and improving. Sometimes it can feel overwhelming to try to be aware of everything going on. This post will explain some key ways to keep track of it all.

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