Thought Leadership

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

Latest Posts

Putting Predictions Into Your Alumni Sustainer Program

Putting Predictions Into Your Alumni Sustainer Program

The Salesforce Einstein Analytics tool provides organizations with the ability to visualize the activity taking place within their unique Salesforce environment, offering invaluable insights and health checks on their...

Sunglasses and hat on a beach. Text: THE LATEST NPSP RELEASES FOR SUMMER '20

The Latest NPSP Releases for Summer ’20

The highly-anticipated Summer ’20 Release is finally here! This new NPSP release introduces timely enhancements for user experience and features several innovations to the Lightning Flow...

Illustrated graduation cap sketch with person writing. Text: WHY DONATING TO HIGHER EDUCATION STILL MAKES A DIFFERENCE

Why Donating to Higher Education Still Makes a Difference

I have a number of connections to the higher education industry: I’m on an EDA team at Cloud for Good; my mom is an admissions counselor...

New Salesforce Education Cloud Release Provides Connection in Times of Separation

New Salesforce Education Cloud Release Provides Connection in Times of Separation

The need for creative solutions and progressive thinking within the world of higher education has never been greater. While the far-reaching effects of the COVID-19 pandemic...

How Calbright College is Withstanding a Pandemic Without Compromise

How Calbright College is Withstanding a Pandemic Without Compromise

Through Salesforce, Calbright College is offering invaluable education to the underserved and underemployed in their time of need....
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5 Ways to Prepare for Your Salesforce Migration

When it comes to migrating your organization from one Salesforce instance to another, there are 5 key points of preparation to keep in mind before moving...

National Aquarium: Using Technology to Traverse Turbulent Waters with National Aquarium

National Aquarium: Using Technology to Traverse Turbulent Waters with National Aquarium

Learn how Salesforce helped National Aquarium navigate the turbulent waters of COVID-19 and prepare for a post-pandemic world....
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Fundraising During a Crisis is All About Relationships: The Human Rights Watch Story

Human Rights Watch is navigating the changing market to bring in funds and find new donors with Salesforce....
5 Tips for Higher Education Institutions and Nonprofit Organizations Working Remotely

5 Tips for Higher Education Institutions and Nonprofit Organizations Working Remotely

The Rise of Remote Workers When the internet was born in the 1980s, employers began allowing employees to work from their own home offices. As technology...

Person using a laptop. Text: 5 TIPS TO BECOME A SUCCESSFUL ONLINE STUDENT

5 Tips to Become a Successful Online Student

Colleges and Universities nationwide are moving their curriculums online as a result of the spreading COVID-19 pandemic. While this sudden wave of change washing over our...

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Finding a Trusted Advisor

When you hire a consultant to help you with your Salesforce implementation, you’re hiring them because you have a problem you need help with whether it...
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How Nonprofits Can Get Past Technology Culture Shock

We are in the midst of a major technology revolution and succeeding in this revolution does not mean consuming additional technology, or as many of our...
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MS Excel Tools for Salesforce

As a Salesforce Admin, you have to be responsible for creating Salesforce data, maintaining that data and even extracting it so it can be analyzed and...
Blue graphic with skiers, a mountain, and a sledder. Text: TAHOE 2016 Dreamin'.

Tahoe Dreamin’ –  The Advent of User Group Led Conferences

I had the pleasure of attending Tahoe Dreamin' – a Sacramento User Group sponsored event that took place at Lake Tahoe. This event was a jammed...
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#BestTeamEver: A True Story of Virtual Working

“So what does that mean that your company is virtual? Is your paycheck virtual too?” Those were the first questions my dad asked me when I...
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Before You Build the House: Preparing to Implement Salesforce

Start with a budget! With Salesforce, a lot of functionality is available right “out of the box” for the base price. There are some things, like...