Thought Leadership

Ideas and strategies to help purpose-driven organizations create greater, lasting impact.

Latest Posts

Explore by Topic:

  • Industry

  • Topic / Function

  • Product / Service

Recovering from Dreamforce - Cloud for Good

Recovering from Dreamforce

Dreamforce 2013 is over. In theory, you've bodily recovered from the walking, talking, learning, and partying. Now what? How can you best leverage all the stuff
Thank You Letters: Leveraging Donation Split & Conga Composer - Cloud for Good

Thank You Letters: Leveraging Donation Split & Conga Composer

How are you currently generating thank you letters for your donations? More importantly, how can you generate a thank you letter from a donor that has
The Ethical Consultant - Cloud for Good

The Ethical Consultant

I got into a discussion with a client recently about ethical consulting. I’ve had this discussion with colleagues, co-workers, friends and mentors through the years, but
Going to Dreamforce? Let's Meet! -Cloud for Good

Going to Dreamforce? Let’s Meet!

Are you going to Dreamforce? Let's schedule a time to meet!
Don't Be a Fish Out of Water: Preparing for a Salesforce Migration - Cloud for Good

Don’t Be a Fish Out of Water: Preparing for a Salesforce Migration

Each Salesforce organization is housed at one of Salesforce’s data centers. Salesforce calls these groupings of clients instances and it is a good practice as a

Winter ’14 Release: My Favorite Features for Nonprofits

Check out Trish Perkins top new features in the Salesforce Winter '14 release.
Icon of a person with a backpack looking at a sign or map.

Audit Trail – A Hidden Gem

The Audit Trail helps you track the recent Setup changes that you and other administrators have made to your organization. Learn more.
Salesforce Administrators and Puppies - Cloud for Good

Salesforce Administrators and Puppies

Too often, in my experience, I’ve had clients treat a Salesforce implementation as a discrete moment in time: β€œWe wanted Salesforce, we got Salesforce, we have
The Future is Now: Taking your Chatter Publisher Actions Mobile - Cloud for Good

The Future is Now: Taking your Chatter Publisher Actions Mobile

Chatter Publisher Publisher actions allow you to perform simple tasks such as creating child records from within the record’s Chatter feed. Read more about publisher.
To CRM or not to CRM: Is that the question? - Cloud for Good

To CRM or not to CRM: Is that the question?

When evaluating your needs and choosing to implement a CRM solution, I recommend starting by asking the five W’s: Who, What, Where, When and Why.

Latest Posts

The Value of Cloud for Good Direct Response Services

The Value of Cloud for Good Direct Response Services

When an organization’s critical fundraising facilitators are weakened, Cloud for Good Direct Response Services helps strengthen those efforts
7 Tech Trends You’ll Love This Valentine’s Day

7 Tech Trends You’ll Love This Valentine’s Day

As Cloud for Good forges new paths in the higher education and nonprofit spaces in 2023, several trends have begun to catch our eye.
Supporting-Turkey-and-Syria-in-Their-Time-of-Need

Supporting Turkey and Syria in Their Time of Need

A magnitude 7.8 earthquake has struck Turkey and Syria, killing thousands and injuring tens of thousands more. Here's how you can help.
Marketing Cloud Social Studio Retirement

Marketing Cloud Social Studio Retirement: What’s Next for Salesforce and Social Media Management?

Planning a migration from Social Studio or looking for a new platform? Sprout Social puts data at your fingertips in one central location.
What Can Slack Do For Higher Education?

What Can Slack Do For Higher Education?

The value of Slack is generated from its ability to connect people, tools, and operations, creating a repository of accessible knowledge.
xr:d:DAFYgU3BowY:4,j:2409677493,t:23012317

Salesforce Spring ’23 Release: What You Need to Know

Salesforce is flying into the New Year with even more features to enhance your users’ experience in the Spring '23 release.
Five Tips For Selecting A CRM Implementation Partner

Five Tips For Selecting A CRM Implementation Partner

No matter which CRM solution your organization implements, the overall success of the implemented technology is tied directly to your partner.
Incorporating Mobile Solutions Into Your Marketing Strategy

Incorporating Mobile Solutions Into Your Marketing Strategy

Incorporating mobile solutions into your nonprofit or higher education marketing strategy is a vital key to modern marketing success.
maximizing Your Advancement Investment with Salesforce

Maximizing Your Advancement Investment with Salesforce

Salesforce represents a shift in the momentum for so many institutions looking to modernize and build for the future of advancement success.
Stack of three printed forms: Sign Up, Survey, Contact Us.

How to Integrate Online Forms with Salesforce.com?

There are number of ways to integrate your online website forms with Salesforce. How do they compare? We did the leg work for you and below