SEE HOW CLOUD FOR GOOD CAN HELP YOU CREATE MORE VALUE WITH SALESFORCE.
You need a partner who will be here for you today but who will continue to grow as you do. They need to be easy on the eyes for sure, but where you are in your life right now, it’s much more important that they have substance to back up their style. After seeing what Salesforce has to offer a nonprofit like you, you’re going to want to swipe right for Salesforce.
It is common for nonprofit organizations to receive gifts from donors made through third-party organizations. These third party organizations might be the United Way, a community or family foundation, or a donor-advised fund. What is less common is a standard way of handling these kinds of donations.
What are your Salesforce Spring Resolutions? Haven’t had time to put them together yet? Not to worry, the Cloud for Good team is here to help. We’ve put together a list of our top 10 resolutions for nonprofit Salesforce administrators. Let us know what we’re missing!
Most organization’s choose Salesforce because of its reputation for reliability, and Salesforce does a great job of maintaining a high level of security on its servers, but there are additional measures system administrators can take to further lock down their data.
For me, 2013 was the first year I was able to attend Dreamforce and I must say I had no clue what to expect. Sure I asked veteran team members, “Where should I go? What should I see? How do I maximize my experience?” More often than not I heard the same answer: See as much as you can and enjoy the experience because it will be over before you know it.
All companies, whether for or nonprofit, need to hire and onboard new employees. In many cases, the hiring process may be run through a job board system that handles the posting of job applications, interview scheduling, ratings, etc. Here’s an example of a common back-office process that can be made more efficient with some very simple automation in Salesforce.
At many nonprofits, and in particular at smaller organizations, staff members tend to wear many hats. There may not be someone who has “administer Salesforce” written into their job description, just as there may not be someone on staff who is responsible for maintaining the website, putting antivirus software on the computers, or fixing the printer when it jams. Nonetheless, those are all important tasks, and when it comes to Salesforce, it’s crucial to have a designated administrator.
Apsona creates user-friendly, browser-based web applications for CRM and e-commerce. Its offerings include Apsona for Salesforce, a Salesforce.com add-on for improved data manipulation, cross object filtering and reporting, and multi-step reporting, a powerful multi-object reporting tool.
This blog post is part of the “Apps for Good Webinars” where awesome AppExchange providers like Click and Pledge, Conga, and Scribe will demo their applications and how nonprofit and educational organizations can use them to collect online donations, integrate with Google Apps, or create online forms. Register for future webinars here.
roundCause is the best in class constituent engagement suite available on Salesforce.com for fundraising, development, volunteers, grants and event management. roundCause is being implemented throughout the Salesforce nonprofit and higher ed ecosystem. It is designed as a native tool thus allowing you to implement the application and easily extend Salesforce into other areas of your nonprofit’s programs/services and social enterprise departments.
One of the biggest obstacles to using Work.com to effectively manage goals was that it wasn’t integrated with Salesforce.com, so there was no automated way to record progress – instead, someone had to manually go in and update progress against goals. Although not insurmountable, anything that requires manual entry should (in my opinion) be avoided like the plague! In the last year Salesforce.com has worked to address this shortcoming and added several important enhancements that make it worth taking another look at.
