January 9, 2018

Using Webforms for Useful and Actionable Data

The information your nonprofit gets out of Salesforce is only as good as the information your organization puts into it. Use webforms to collect useful and actionable data. These recommendations and reviews can help.

January 10, 2017

Paying It Forward: Nonprofits Helping Nonprofits

Nonprofits are helping each other in the Salesforce community through the Power of Us HUB and now with the Solutions Exchange. Learn how you, too, can pay it forward my sharing your knowledge with others.

August 5, 2016

Top 11 Salesforce Blog Posts You Should Read Again

The #BestTeamEver has been busy this year writing blog posts to share information with nonprofits and within the Salesforce ecosystem. Today, we want to share 11 blog posts from the first part of the year that deserve a second (or first) read.

March 22, 2016

5 Pitfalls To Avoid When You Integrate Salesforce and Accounting Apps

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 1, 2016

Salesforce for Global Nonprofits

Much like their for-profit counterparts, Nonprofits and NGO’s also reach across international borders in order to run their programs, connect with their constituents, and raise resources. They have the same needs as solely US based nonprofits, but have to be agile enough to not be limited by additional challenges that may occur when broadening their reach around the globe.

February 16, 2016

Choosing an Email Marketing Provider Whitepaper

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 9, 2016

MS Excel Tools for Salesforce

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.

January 14, 2016

A Nonprofit Guide to the Salesforce AppExchange

We have been hosting Apps for Good webinars over the last couple of years and we have written many great articles about the different apps that are commonly used by nonprofit organizations. I have compiled a quick guide to outline some of these incredible apps that can help you maximize your Salesforce instance.