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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
10 Reasons Your Nonprofit Should Attend Dreamforce
You may be asking yourself, βBut why should my nonprofit attend? Isnβt it just another tech conference?β To answer this question Iβve put together the following
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
The Digital Government Imperative: Why Salesforce is Transforming State and Local Services
State and local agencies are at an inflection point. Citizens expect Amazon-grade experiences. Budgets are shrinking. Legacy systems are holding progress hostage.
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