January 9, 2018

Using Webforms for Useful and Actionable Data

The information your nonprofit gets out of Salesforce is only as good as the information your organization puts into it. Use webforms to collect useful and actionable data. These recommendations and reviews can help.

December 27, 2017

Using Salesforce Chatter to Increase User Adoption

We review some principles of user adoption, and discuss how you can use Salesforce Chatter, a tool built right into the platform, to take action to increase your organization’s user adoption.

December 13, 2017

Creating Donor Journeys to Increase Fundraising

Significant changes to the digital communication landscape help savvy organizations pivot to better engage their supporters. Salesforce Marketing Cloud’s Journey Builder allow sophisticated, intelligent donor journeys to replace the donor funnel.

December 12, 2017

Having Fun and Playing Salesforce

While a Constituent Relationship Management (CRM) platform is a must for many organizations, Salesforce can also be fun. We provide tips so your nonprofit can have fun while using Salesforce.

November 28, 2017

Employee Communities and Salesforce

Customer Communities are a great way to engage with your constituents. However, you can also look at a Salesforce Community to increase employee engagement. We explore the different types of Salesforce Communities in this post.

November 22, 2017

Complementing Your Mission With Marketing Cloud

Salesforce Marketing Cloud brings marketing automation to your nonprofit or higher education institution, allowing you to communicate with your constituents through multiple channels, including email, mobile, social media, advertisements, and via the web.

November 14, 2017

Salesforce Tools for Grant Management

Whether you are doing prospect research or building your grant pipeline, Salesforce offers a variety of tools to assist your nonprofit with grant management.