January 1, 2019

Implementation Best Practices eBook

The purpose of this eBook is to share lessons learned and recommendations for best practices as you move forward with your implementation. These recommendations are not intended to be Salesforce specific, but are rather globally applicable recommendations for the implementation of any new technology tool.

April 10, 2018

Engaging Staff to Use Salesforce

You’re organization has chosen Salesforce as your Constituent Relationship Management (CRM) platform. Engage your users to be active with the platform by following these tips.

May 16, 2017

Is a Salesforce Community the Right Fit for Your Nonprofit?

If you can find value in sharing your Salesforce data with constituents, a Salesforce Community might be right for you! Salesforce Communities expand your database beyond your internal users and allow constituents to interact with each other and with your data in a controlled environment.

September 20, 2016

Right or Wrong: How Do I Decide?

When there’s more than one way to get something done, how do you make the best choice? Consistency is the key. If you’ve used Salesforce for a while, you probably know that for any given problem there are multiple ways to solve it. Remember to be consistent.