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Integration is when your cloud apps can seamlessly share data between each other. When this happens, there is no need to log in and out of different cloud apps or to copy information manually from your CRM (like Salesforce) to your accounting app (like Intacct or Quickbooks). There are a lot of cloud apps and services that offer “integration” but there are a few nonprofit specific points that must be met by the service in order to yield a fully functioning ecosystem.

April 18, 2016

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Salesforce.org recently released a new tool for colleges and universities, the Higher Education Data Architecture (HEDA) package. HEDA aims to offer a core architecture package for managing common relationship data across the student lifecycle, including institutional and departmental affiliations, interpersonal relationships, and course enrollments.

April 5, 2016

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If you were drawn to this article, you likely have a little bundle of cloud-based joy on the way. Congratulations! After a few months of preparation, you’re going to have a new system in your life that will bring you years of joy (or, at the very least, productivity) for years to come.

But before the big day comes, there are a few things we should talk about.

March 29, 2016

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One of the most common integration requests from Salesforce users is syncing Salesforce with accounting apps likes Intacct, QuickBooks, and Xero. There is no shortage of benefits for doing so and making sure your front end is in tune with your back end will leave customer service, marketing, and accounting departments in a happier place.

March 22, 2016

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Nonprofits are maximizing their communication strategies with the Salesforce Marketing Cloud. Learn about the top 10 features that make it a great tool for any organization.

March 15, 2016

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First, let’s break down that scary little acronym: ERD = Entity Relationship Diagram. Still sound

March 8, 2016

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Delivering the right message at the right time is shared across all channels as a popular set of buzzwords. As a marketer, you know this statement is true and your development and program staff also know that delivering the best message, at the exact time it should be seen, makes a huge difference in raising funds and providing better services.

February 16, 2016

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As a Salesforce Admin, you have to be responsible for creating Salesforce data, maintaining that data and even extracting it so it can be analyzed and used by others. Over the years, there have been a number of Excel based tools that have been created to help Admins (and others) to perform these tasks. I often encounter Admins who don’t know any of these applications exist, so I thought it would be helpful to review the ones that I used.

February 9, 2016

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In the effort to increase the diversity of technology companies, one area where efforts often break down is the hiring process. We would like to share some practical suggestions that worked for our team. Hopefully, our experience will be helpful to others in increasing the diversity of your team, whether it is racial, gender, sexual orientation or another dimension of diversity you are seeking.

February 2, 2016

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Start with a budget! With Salesforce, a lot of functionality is available right “out of the box” for the base price. There are some things, like automation and integration, that potentially add line items (and thus, dollars) to the budget – you’ll need to decide whether you can afford those items up front, or whether you can continue some processes manually while you allocate budget to add those on later. Or, you might prioritize some apps, and decide you don’t really need the others at all.

January 26, 2016

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