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....
Salesforce-Winter-23-Release-What-You-Need-To-Know

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....
Salesforce-Summer-22-Release-What-You-Need-To-Know-1

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....
Improvements to Your Salesforce - Documenting Database Changes

Improvements to Your Salesforce – Documenting Database Changes

Making improvements to your Salesforce platform is a process. We have provided some best practices to help you establish clear database improvement policies for your organization....
Salesforce Analytics 101: Organizing Your Reports and Dashboards

Salesforce Analytics 101: Organizing Your Reports and Dashboards

Salesforce Analytics (reports and dashboards) are awesome tools to help you view and work with your data, as well as present your data to your supporters....
Content Builder Adds Pizazz to Marketing Cloud

Content Builder Adds Pizazz to Marketing Cloud

Content Builder is Marketing Cloud’s new cross-channel content app. It’s been in beta for over a year and it will be fully released this July. If...
Dreamforce 2016 Registration is Open!

Dreamforce 2016 Registration is Open!

Registration for Dreamforce 2016 is now open! Take advantage of the discounted registration rate for nonprofits and higher education institution.! Learn, network, and develop your Salesforce...
Stages of CRM Adoption

Stages of CRM Adoption

Through my work as a Salesforce consultant I believe there are three key levels or “energy states” an organization can potentially occupy. They run from low-adoption,...
Data Validation for Your Salesforce Project

Data Validation for Your Salesforce Project

It's time for data validation. Here are some tips and tricks to making sure that you get your data looking exactly like you want it....