SEE HOW CLOUD FOR GOOD CAN HELP YOU CREATE MORE VALUE WITH SALESFORCE.
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.
Writing strong, concise survey questions will get you the data that you need. We’ve shared some best practices for collecting information from your constituents.
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.
Customizing Salesforce’s Lightning Experience is more involved than just changing page layouts, but it’s also more powerful. We share five tips to help you customize the Lightning Experience.
In the face of a more competitive and increasingly diverse recruitment pool, it’s important for higher education institutions to leverage recruitment data and analytics to identify new populations of prospects to nurture – an excellent use case for CRM tools like Salesforce.
Women in Tech (WIT) and Salesforce are helping more women go after technology focused careers. One of our Goodies shares her story with WIT and the difference it has made in her life.
Major donors and the strategies around managing these portfolios can be one of the trickiest beasts to tame. Let’s explore how you can match highlights of a strong major donor vision to leverage Salesforce and the Nonprofit Success Pack.
Campaign Hierarchies use the Parent Campaign field to link any number of child campaigns to a single parent campaign. We provide step-by-step instructions to help you put these into action.
Salesforce is constantly changing and improving. Sometimes it can feel overwhelming to try to be aware of everything going on. This post will explain some key ways to keep track of it all.
