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Best Practices

Fundly is a donation based, keep what you raise, crowdfunding platform for individuals and nonprofit organizations. They’ve built the only self service social crowdfunding platform capable of scaling to meet the needs of any size fundraiser, regardless of fundraising experience or desired level of customization.   Watch a recorded webinar about Fundly and its Salesforce integration here.

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Before assigning the System Administrator profile to a user, think carefully about the power and responsibility you are conveying on that user and try to right-size their access with a combination of a custom profile and permission sets. Remember “With great power comes great responsibility.”

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Know that the clearer your vision, the more ready, supportive of, and willing for change, and the more you understand your own desired outcomes and metrics, the more successful a Salesforce implementation can be. The platform can’t produce these changes in your organization, but it can inspire them.

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Volunteers for Salesforce provides tools for managing your organization’s volunteering program. You are able to track who your volunteers are and the hours they have worked, all of your volunteer jobs, both ongoing, and for a specific event, and shifts for specific jobs. The app also provides several Sites pages that you can host in your website to allow people to tell you they want to be a volunteer, or to actually signup for a specific job (and shift).

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Implementing a constituent relationship management (CRM) application can be a difficult project for organizations with multiple large complex departments. An assessment of the organization’s CRM strategy, staffing, processes, and technology will help you identify the relevant approach, resources, and tools to be put in place to champion a successful implementation. The value is achieving consistent processes, cross departmental coordination, and even driving organizational innovation.

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Apsona creates user-friendly, browser-based web applications for CRM and e-commerce. Its offerings include Apsona for Salesforce, a Salesforce.com add-on for improved data manipulation, cross object filtering and reporting, and multi-step reporting, a powerful multi-object reporting tool.

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How are you currently generating thank you letters for your donations? More importantly, how can you generate a thank you letter from a donor that has identified 2 or more Designations and possibly spanning one or multiple Budget Years? Read how to use Conga Composer to generate mail merges from Salesforce.

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KnowWho Inc. is a nationally recognized provider of the most up-to-date federal, state and local government contacts, biographies and advocacy solutions. The majority of premier advocacy providers in the marketplace today are powering their solutions with KnowWho data. In addition, KnowWho is the only provider of government contacts in a Salesforce-ready solution to help users quickly integrate and use KnowWho data in their daily government relations activities.

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Geopointe integrates Force.com with Google Maps, MapQuest and other geo-technologies.

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Auctions for Salesforce helps staff manage all the information related to an auction. It tracks tickets, sponsorships, donations, the bundling of donations into auction items, purchases, and handles Check In & Check Out at the event.

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