Nonprofits need to engage their constituents and donors in meaningful, personalized ways. However, many are working across … Continue Reading
With Halloween today, and all of the haunted houses, scary costumes, and horror nights at … Continue Reading
Today’s nonprofit organization is inundated with data, often scattered across different databases. This makes it … Continue Reading
You’re moving from your legacy system to Salesforce. You’ve collected a lot of data over the years, but do you need to keep it all? We explore how and what you should migrate.
Making the move from a legacy system, like Raiser’s Edge? We have shared tips and tools to help you relieve the pain that many face during their data migration to Salesforce.
Relationships as a general idea are fundamental to Salesforce. After all, Salesforce is a CRM – or constituent relationship management – tool. Let’s explore how to track individual and organizational relationships with the Nonprofit Success Pack.
There are many ways to categorize your data. After you understand how you’d like to categorize your constituents, the next step is thinking about how to define these categories with data.
The Salesforce Lead standard object holds records representing individual people, typically as part of a sales process in the B2B (business-to-business) model. Using the Leads object allows a data model to segregate certain individuals from Contact records. We explore the pros and cons for your nonprofit.
There are many tools out there to assist with data cleanup and it’s not always easy to know which one to choose. We have explored several tools that may be right for your organization in this post.
The Notes & Attachments related list is on the way out. Content Notes and Files will replace these features, and both have major advantages over the “old” notes and attachments. The biggest difference is enhanced sharing for both, and rich text for notes.