If you are a Canadian organization, this is a task you may struggle with due to the Canadian Revenue Agency (CRA) tax receipting requirements. In this post, we will explore some of the CRA requirements and several solutions that may work for you.
In honor of #NoCodeNovember, the Cloud for Good team has compiled a list of 11 features in Salesforce that require NO code! Check out this post to see if your favorite feature made the list.
We are continuing to add to and update our Nonprofits 101 manual – the Salesforce user manual for nonprofit organizations. This article will over what account models are in the Nonprofit Starter Pack, how they work, and why it’s important to pick one that works for your organization and stick with it.
We are in the process of updating and adding to our Nonprofits 101 manual – the Salesforce user manual for nonprofit organizations. We recently added an article around Grants Management in NPSP 3.0. A sneak peek of this article and a link to the manual on the AppExchange are included in this post.
On August 13, Cloud for Good hosted an online webinar, Force Off- Mail Merge Applications for Salesforce. This lively demonstration explored solutions from Apsona, Conga and Drawloop. See what you missed here!
To help you evaluate the various online donation tools available on the Salesforce platform, we hosted a Force Off featuring iATS Payments/ Brickwork, Click&Pledge and Network for Good. Watch the recording and get additional information about their pricing and services.
What would happen to a nonprofit that uses Salesforce and loses donor information or program evaluation data? At best, it would mean a loss of team productivity in the scramble to recreate data from the Weekly Export. And at worst, it might harm the nonprofit’s reputation and ability to fulfill its mission.
What are your Salesforce Spring Resolutions? Haven’t had time to put them together yet? Not to worry, the Cloud for Good team is here to help. We’ve put together a list of our top 10 resolutions for nonprofit Salesforce administrators. Let us know what we’re missing!
Since most of us spend a large percentage of our day in our email boxes, bridging your Salesforce and Google Apps accounts in imperative. Doing so will give you a 360 degree view of your constituents as well as allow you to update and add contacts right from Gmail. Here, we will walk you through some of the application options available and how they can help your organization.
Even on a powerful platform like Salesforce, we’ve all had moments where we need a little bit more. Maybe your nonprofit is using the Non-Profit Starter Pack (NPSP) for a while and you’ve found that you need more robust support for managing your fundraising and your donors’ preferences. Maybe you’re new to Salesforce and you know that you need it tailored to complex nonprofit business processes. Either way, when your nonprofit reaches a certain point in your approach to CRM, it may be time to consider an application like roundCause. roundCause is a comprehensive application for nonprofits built on the Salesforce platform. It has a robust set of features for fundraising, marketing and communications, events, and overall relationship management. It offers 360 degree view of your donors and volunteers, as well as empowering you to track and increase constituent engagement.