Thought Leadership

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

Latest Posts

Highlights + Takeaways from the Dreamforce ‘22 Nonprofit Keynote

Highlights + Takeaways from the Dreamforce ‘22 Nonprofit Keynote

I had the pleasure of sitting in on the Dreamforce '22 Nonprofit Keynote and was so inspired. Here are some of my favorite highlights....
How to Keep Donors Engaged Using Emerging Technologies

How to Keep Donors Engaged Using Emerging Technologies

Keeping donors engaged during uncertain times can feel like a challenge, but new technologies are available to keep us centered....
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Salesforce Winter ’23 Release: What You Need to Know

The Salesforce Winter '23 Release is loaded with features sure to make your user experience easier and enhance your Salesforce instance....
Why All Companies Must Explore the Role of Ethics in Technology

Why All Companies Must Explore the Role of Ethics in Technology

The widespread adoption of technology has made the continued role of ethics in technology all the more important....
For the 9th Time, Cloud for Good Appears on the Inc. 5000

For the 9th Time, Cloud for Good Appears on the Inc. 5000

For the 9th straight year, Cloud for Good appears on the Inc. 5000 list, the most prestigious ranking of growing private companies in America....
7 Ways to Get Ready for End-Of-Year Giving Today

7 Ways to Get Ready for End-Of-Year Giving Today

Getting your Salesforce org ready for end-of-year giving is an essential part of being prepared for success....
Marketing Cloud Multi-Factor Authentication Security Options

Marketing Cloud Multi-Factor Authentication Security Options

Multi-factor Authentication (MFA) is required for Salesforce Marketing Cloud as of August 9, 2022. Here's what you need to know about the latest security updates....
How Lessons Learned During the Pandemic Help Prepare Nonprofits and Higher Education for a Recession

How Lessons Learned During the Pandemic Help Prepare Nonprofits and Higher Education for a Recession

Learn how the lessons we've learned during the pandemic can help prepare your nonprofit or higher education institution for the impending recession....
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Salesforce Summer ’22 Release: What You Need to Know

The Salesforce Summer ’22 Release is packed with intuitive new features, updates, and functionalities sure to enhance your instance....
Smiling woman talking to someone. Text: UNIFIED CUSTOMER EXPERIENCE WITH SERVICE CLOUD

Unified customer experience with Service Cloud

The need for intuitive customer experiences is at an all-time high. Your customers deserve an intelligently-designed system that will enable, not hinder, their experience with your...

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Options for Your Accounting Reconciliation with Salesforce

We often see a disconnect in nonprofit organizations between the fundraising process and the reconciliation of those details into finance. This means the valuable time from...

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Reducing technology debt with Salesforce

The Nonprofit Cloud is a tool that is designed to break down departmental silos by increasing collaboration across your organization. In this discussion, we’ll address reasons...

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Better Engagement for Donors and Volunteers

Learn how you can better engage your donors and volunteers throughout their entire journey with your organization. From newsletters, preference centers, and an omnichannel experience; we’ll...

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Finding a New Home for Your Fundraising

Are you thinking of migrating your organization’s fundraising technology from a legacy system, like Raiser’s Edge, to Salesforce? Let’s dive deep into the differences between your...

Smiling woman working at a computer. Text: MANAGING STUDENT SUCCESS WITH ADVISOR LINK

Managing Student Success with Advisor Link

Using Salesforce to enroll students is a great choice but using Salesforce to help keep them at your institution is even better! Advisor Link is the...