Ideas and strategies to help purpose-driven organizations create greater, lasting impact.
Latest Posts
Explore by Topic:
Salesforce Nonprofit Dashboards: Not Just For Fundraising
If youβve made the jump to Salesforce, your fundraisers are probably already using dashboards to quickly evaluate the health of their donation pipeline, track the progress
Dreamforce 2014 was filled with lots of exciting announcements of new Salesforce products, features, and functionality. I'm greatly looking forward to what's in store for both
Lightning Strikes Dreamforce – What It Means for Your Organization
What is Salesforce Lightning, and why is it important? Fundamentally, Lightning is a set of tools that allow organizations to customize the way they use Salesforce
Clicktools Surveys: Collecting Constituents Feedback in Salesforce
Clicktools is an online survey creating/capturing solution available through the Salesforce AppExchange. Offering organizations the ability to integrate customer feedback into their Salesforce database. Considered one
Top 5 Favorite Salesforce Announcements at Dreamforce
After months of planning and anticipation, Dreamforce β14 has come and gone. We were inspired by keynotes, learned new things at hands-on training sessions, danced to
4 Steps to Become Salesforce Analytics Cloud Ready
This new Salesforce Analytics Cloud helps βeveryday usersβ (not trained analysts) make informed decisions. However, implementing this technology would require a significant commitment from your organization.
Lessons Learned: Great Customer Service Through Humanity
There are some calls that go sour, some meetings where obstreperousness is abundant, and some that happen to fall on everyoneβs bad day. These are key
Salesforce Agentforce for Government: The AI Layer That Is Redefining State and Local Service DeliveryΒ
Stop making residents wait for simple status updates. See how Cloud for Good deploys Salesforce Agentforce to resolve constituent inquiries 24/7, flag incomplete applications, and free
Before Your AI Investment Pays Off, Your Data Has to Be Ready.Β
Every credit union leader I work with right now is navigating the same tension: the board wants an AI strategy, the technology budget isn't unlimited, and
Stratus for Blackbaud Migration: A Smarter Path to SalesforceΒ
Nonprofits and higher education institutions are outgrowing legacy Blackbaud systems. Explore why organizations are moving to Salesforce and how Cloud for Good supports a structured, strategic
Agentforce Education Migration: Helping Your Student Data Work Smarter
Academic records. Advising notes. Financial aid flags. Engagement history. Years of it, carefully built across your Salesforce environment by the people who show up every day
From Go-Live to Real Value: What Credit Unions Actually Need From an FSC Implementation
See how the right FSC implementation strategy helps credit unions unify member data, support AI initiatives, improve adoption, and deliver consistent service experiences.
Why Now Is the Time to Leave Blackbaud and Build a Smarter Salesforce Foundation
Nonprofits and higher education advancement teams are outgrowing legacy fundraising systems. Learn why now is the right time to move from Blackbaud to Salesforce and build
Museum Membership Management, Ticketing, and Fundraising: A Journey from Blackbaud to Salesforce with the Guggenheim Museum
Migrating from Blackbaud to Salesforce has made a profound impact on Guggenheim Museum's membership management, ticketing, and fundraising. Learn more in this customer success story.