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SEE HOW CLOUD FOR GOOD CAN HELP YOU CREATE MORE VALUE WITH SALESFORCE.

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Best Practices

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Once you have an understanding of your needs and budget, you can start to look at different tools. Here are a few tools that we’ve worked with at Cloud for Good and had success with.

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Many organizations have some need to use Salesforce.com for event registrations or ticket sales. This post includes some tips and considerations.

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This post includes a comparison of different reporting and BI tools for Salesforce: Conga Queries, BI OnDemand, Crystal Reports, GoodData, and Birst.

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To help you master the art of searching in Salesforce this post includes a few tips and tricks for the Salesforce Global Search.

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A few months ago I spent some time reflecting on the projects we have done

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Surveys. They’re a fact of life when working in a nonprofit organization. Too often they

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At Cloud for Good, we understand that your mission is critical, which is why we recommend that every Salesforce donation recipient should, if possible, get some help from qualified consultants, even if just to get off the ground. Your Salesforce is THE heart of all the people related to your organization—all your contacts, all your partners, volunteers, donors and prospective donors, your clients—the people who matter to you! It just makes sense to set your Salesforce up to reflect the unique organization you are.

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We began to build a product called Affinaquest, focusing on the four foundational areas of Donor Management: Campaign Management, Prospect Tracking, Constituent Data, and Gift Processing.

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We are happy to be included in the Click and Pledge Expert Talk! The Experts Talk is a free 26-week webinar series featuring six leading nonprofit consultants that will present the features, benefits and great value of Salesforce. These FREE sessions are open to everyone, regardless of whether you’re just considering Salesforce, you’re a new client, or you’re a longstanding Salesforce user.

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If you are reading this, you are probably responsible for your non-profit’s fundraising event management. We do not have to tell you what an undertaking it is nor the pressure riding on its success. If you could facilitate the process, save time and energy; you’d be curious right? Hopefully, these simple steps will get you on the path.

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