Ideas and strategies to help purpose-driven organizations create greater, lasting impact.
Latest Posts
Explore by Topic:
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 (reports and dashboards) are awesome tools to help you view and work with your data, as well as present your data to your supporters.
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
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 is a nonprofits best friend and should be treated as one of it's most powerful tools. Consider the information your organization may be recording on
Leveraging NPSP’s Employer Gift Match Functionality to Take Your Fundraising to the Next Level
We all know that managing matching gifts can be a frustrating process for nonprofits, but it is becoming a far simpler and more worthwhile endeavor. The
Come See Us at the Salesforce World Tour in Washington, DC!
The Salesforce World Tour is in Washington, DC on Thursday, April 28. There are many great sessions for nonprofits. We look forward to seeing you there!
Connecting the Clouds with Marketing Cloud Connect
The newest update of Marketing Cloud Connect allows organizations to seamlessly connect their constituent data from Salesforce CRM with the communication, automation, and analytics tools in
Crafting Clear Marketing Communication with Pardot Email Preference Centers
An Email Preference Center (EPC) can contribute greatly to ensuring your prospects continue to receive the content they want from you, without bombarding them with unwanted
Make it Flatter with Chatter: 5 Ways to Break Down Organizational Silos
Breaking down organizational silos sounds easy. Any Internet search will yield articles with advice, most of which boils down to improving your communication: Share information widely;
When working with Salesforce.com (or any system for that matter), following the principles of good governance can make life easier for administrators and users alike by
What You Should Do Before an Enterprise-Wide CRM Implementation
Implementing a constituent relationship management (CRM) application can be a difficult project for organizations with multiple large complex departments. An assessment of the organization's CRM strategy,
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
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
