Thought Leadership

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

Latest Posts

Explore by Topic:

  • Industry

  • Topic / Function

  • Product / Service

Salesforce Administrators and Puppies - Cloud for Good

Salesforce Administrators and Puppies

Too often, in my experience, I’ve had clients treat a Salesforce implementation as a discrete moment in time: “We wanted Salesforce, we got Salesforce, we have
The Future is Now: Taking your Chatter Publisher Actions Mobile - Cloud for Good

The Future is Now: Taking your Chatter Publisher Actions Mobile

Chatter Publisher Publisher actions allow you to perform simple tasks such as creating child records from within the record’s Chatter feed. Read more about publisher.
To CRM or not to CRM: Is that the question? - Cloud for Good

To CRM or not to CRM: Is that the question?

When evaluating your needs and choosing to implement a CRM solution, I recommend starting by asking the five W’s: Who, What, Where, When and Why.
Custom Code: Are you ready? - Cloud for Good

Custom Code: Are you ready?

It is an interesting dichotomy that while writing custom code allows you to manipulate the system in very sophisticated ways, every bit of custom code that
At Project's End: Separation Anxiety and User Adoption - Cloud for Good

At Project’s End: Separation Anxiety and User Adoption

Some of the biggest angst for my clients comes at the end of a project. Wrapping up an implementation brings all sorts of mixed feelings: pride
12 Ways Dreamforce is Hard - Cloud for Good

12 Ways Dreamforce is Hard

Read 12 reasons why Dreamforce is hard to wait for. See you at Dreamforce 2013.
Best (of the Best) Practice with Salesforce - Cloud for Good

Best (of the Best) Practice with Salesforce

There’s a lot of talk about Best Practice in the nonprofit sector, and having consulted on projects large and small, I want to take moment to
Better Living Through Training and Documentation - Cloud for Good

Better Living Through Training and Documentation

As a system administrator, it’s not only your job to ensure that reports are created, data is kept clean, and new fields and workflows are created.
Ensuring Training Success - Cloud for Good

Ensuring Training Success

Whether you arrange for training from a consultant, manage it yourself, or use some combination of the two, there are a few techniques you can employ
Using Salesforce to Cultivate Donor Relationships - Cloud for Good

Using Salesforce to Cultivate Donor Relationships

From finding new donors, growing gifts from existing supporters, or managing the back-end fundraising efforts, Salesforce helps organizations establish and grow donor relationships in addition to

Latest Posts

The Cloud Is Transforming Higher Education

NOTE: This blog was originally posted on Forbes. Read it here. American youths have a keen desire to learn, often leading them to pursue additional education after

Don’t Get Spooked by Salesforce Data Security

The term “data security” can be frightening for many people, especially solo admins! However, never fear, by double-checking and enabling a few features, the worry over

How Academic Institutions Are Reducing Expenses With Cross-Institution Collaboration

NOTE: This blog was originally posted on Forbes. Read it here. Ask any academic institution what its top concern is this year, and you’ll probably hear something along

Budget Planning Season is Underway – Remember to Leave Room for Technology

Planning Your Budget Nonprofits do a great job at budgeting for fixed operating costs, such as personnel (salaries and benefits), office expenses (rent and utilities) and program costs (supplies and materials). More often than not, technology

Cloud for Good Ranks on Computerworld's Best Places to Work in IT List as the #1 Small Business

Cloud for Good Ranks on Computerworld’s Best Places to Work in IT List as the #1 Small Business

Written by Cloud for Good Team June 18, 2019 [Asheville, NC] – IDG’s Computerworld announces Cloud for Good, a leading technology consulting firm for nonprofit and

7 Salesforce Implementation Best Practices Tips

Are you looking to make the move to a new CRM, yet don’t know where to begin? Are you feeling overwhelmed or perhaps finding the transition

Cloud for Good Becomes Global Premium Partner in Nonprofit & Higher Education

Cloud for Good Becomes Global Premium Partner in Nonprofit & Higher Education

Written by Cloud for Good Team April 11, 2019 [Asheville, NC] – Cloud for Good has announced that it has become a Salesforce.org Premium Partner in

7 Ways to Love on Your Donors

Winter is defrosting and love is in the air. What better way to shake-off hibernation season by embracing your donors with the warmth of  love and

Cloud for Good Named a Great Place to WorkÂź for 5th Year

Cloud for Good Named a Great Place to WorkÂź for 5th Year

Written by Cloud for Good Team  Asheville, North Carolina – January 28, 2019 – Cloud for Good has again earned Great Place to Work Certification for

Making the Most of Your End-User Training

Making the Most of Your End-User Training

Written by Cloud for Good Team If you are responsible for coordinating your organization’s Salesforce User training, you’ve probably already read many articles, including from our

Evolving the Power of Us_ From NPSP to Agentforce Nonprofit

Evolving the Power of Us: From NPSP to Agentforce Nonprofit

Salesforce is evolving the Power of Us program, guiding nonprofits from NPSP to Agentforce Nonprofit. Cloud for Good CEO Tal Frankfurt shares the history, strategy, and
How AI Is Transforming Salesforce Migrations_ What’s Next in the Stratus Roadmap

How AI Is Transforming Salesforce Migrations: What’s Next in the Stratus Roadmap

AI-powered Salesforce migration is redefining modernization. Explore how Stratus automates configuration, code, and UI migration to reduce risk and technical debt.
Technology Alone Won’t Transform Your Fundraising – People Will

Technology Alone Won’t Transform Your Fundraising – People Will

Technology doesn’t transform fundraising—people do. During CRM implementations and data migrations, trust, confidence, and readiness determine whether Salesforce delivers real impact or becomes just another system.
Modernize with Confidence_ Moving from NPSP to Nonprofit Cloud with Stratus

Modernize with Confidence: Moving from NPSP to Nonprofit Cloud with Stratus

Migrating from NPSP to Nonprofit Cloud is no longer just a technical upgrade—it’s an operational shift. This blog explores how Stratus, Cloud for Good’s AI-powered migration
Post-Implementation Success_ A Guide to Strategic Support for Salesforce with Managed Services

Salesforce Managed Services: Cloud for Good’s Reimagined Model for a New Year of Scalable Salesforce Success

Salesforce Managed Services have become essential for organizations that rely on Salesforce as a mission-critical platform. But as environments grow more complex, traditional managed services models
The Great Migration_ Why Moving to Nonprofit Cloud is About More Than Data

The Great Migration: Why Moving to Nonprofit Cloud is About More Than Data

As nonprofits face rising expectations and increasing complexity, the move from NPSP to Salesforce Nonprofit Cloud marks a pivotal opportunity—one that transforms data into insight, modernizes