SEE HOW CLOUD FOR GOOD CAN HELP YOU CREATE MORE VALUE WITH SALESFORCE.
[vc_row][vc_column width=”1/1″][vc_column_text]By Amlan Debnath with Workato Salesforce and Quickbooks are two of the preeminent cloud apps globally with large, passionate customer communities. Given the large
Naming software and software releases is a fairly common practice now. Operating systems are no longer just numbers they are Cheetah, Jaguar, Mountain Lion, Ice Cream Sandwich, and Jelly Beans. Incorporating a name like these allows you to have an easier connection with the software and the user base. This can enable the releases to be memorable and this creates opportunities for interesting marketing visuals. Even though your instance of Salesforce is internal to your business having a memorable name that allows your users to connect to it is worth exploring.
The possibilities are endless with Salesforce1, the Salesforce mobile app which gives you access to your data allowing you to continue to add and improve upon the data in your system, and to use that data to further your mission, all with the tap or swipe of your finger!
If you’ve made the jump to Salesforce, your fundraisers are probably already using dashboards to quickly evaluate the health of their donation pipeline, track the progress of major gifts, and keep donors moving up the engagement ladder. Salesforce lends itself very naturally to reporting on financial data, and it’s often the first kind of data administrators think to invest in reporting on first. But there’s so much more you can do with dashboards! Reporting on finances is only the first step along the way to using dashboards to help you accomplish your mission.
Dreamforce 2014 was filled with lots of exciting announcements of new Salesforce products, features, and functionality. I’m greatly looking forward to what’s in store for both the Nonprofit Starter Pack and NGO Connect as there are lots of great updates to come!
What is Salesforce Lightning, and why is it important? Fundamentally, Lightning is a set of tools that allow organizations to customize the way they use Salesforce to an even greater extent than is already possible (which is already quite a lot). There are four pieces of the Lightning framework that are, or will soon be, available: App Builder, Lightning Components, Lightning Process Builder and Lightning Connect.
Clicktools is an online survey creating/capturing solution available through the Salesforce AppExchange. Offering organizations the ability to integrate customer feedback into their Salesforce database. Considered one of the most widely used survey tools they provide powerful functionality to collect, centralize and act on constituent feedback.
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.
After months of planning and anticipation, Dreamforce ’14 has come and gone. We were inspired by keynotes, learned new things at hands-on training sessions, danced to Bruno Mars, and met people from hundreds of nonprofits in the Foundation Zone. Dreamforce is always a whirlwind, and when it’s over, it’s good to step back and let it all sink in. Lots of great new features and improvements to the platform were announced this year. Here are 5 of my favorite new Salesforce features—plus a bonus!
As with all good things, Dreamforce inevitably comes to an end, we all find our way back home, and for the briefest of moments, we have that small pause that comes when the music ends, and the realities of our day to day jobs return. But how do we continue to dance through the year with the same zeal and fervor that comes from Dreamforce? Here are five tips that I have used over the years to ensure that the love of Dreamforce does not come before the next year’s event!
