January 23, 2015

My Favorite Things: Apsona for Salesforce

Apsona for Salesforce is one of my favorite things for many reasons, but most of all because when I’ve reached the limit of what I can do in Salesforce without code, I know that Apsona will be able to move that limit for me much farther than I had imagined and allow me to accomplish my tasks without needing code.

August 12, 2014

Apps for Good Webinar: Apsona for Salesforce 2014

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.

May 19, 2014

Apsona Mail Merge for Salesforce

Running monthly or yearly statements for your households can be a daunting task, from creating a report in your Salesforce instance –to exporting the data to Excel –to merging the data into your statements. And what happens if you have multiple open items or donations for a single constituent or household? It can turn into a nightmare to create these statements, while your staff spends precious hours performing a task that should be automated. Apsona Mail Merge to the rescue!

November 13, 2013

Apps for Good Webinar: Apsona for Salesforce

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.

May 8, 2013

Salesforce Mail Merges: What Are My Options?

Whether it’s envelopes for fundraising materials, event invitations, volunteer release forms, thank you letters or end of year tax receipts, the ability for a non-profit to quickly generate and print out personalized documents is central to its success. While a lot of attention is given towards the right mass email platform, who do you turn to when you need to create mail merges from your Salesforce.com data?

April 15, 2013

Data Migration: Apsona for Salesforce

Apsona for Salesforce is another exceptionally useful ETL (Export Transform Load) app, with some unique advantages that make it an essential tool to keep in your data loading/cleansing utility box.