Thought Leadership

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

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Duke-Health-Salesforce-Success-Story

Duke Health Development and Alumni Affairs: Creating Efficient Prospecting Through Salesforce

Using Salesforces Nonprofit Success Pack (NPSP), Duke Health Development and Alumni Affairs were both able to alleviate bottlenecks, improve collaboration, and ultimately raise more funds to...
Helping Veterans, Military and Their Families Connect with Their Communities Through Salesforce

Helping Veterans, Military and Their Families Connect with Their Communities Through Salesforce

Happy Veterans Day! Veterans Day was originally created as a day to reflect upon the heroism of those who died in service of our country. Today,...

Giving (Tues)Days: 24 Hour Fundraising Campaigns

Giving (Tues)Days: 24 Hour Fundraising Campaigns

Giving Day Campaigns A positive trend in the world today is the rise of charitable giving & altruism. In fact, in the US alone, we are...

Spooky Data Migrations: Demystified

Spooky Data Migrations: Demystified

With Halloween today, and all of the haunted houses, scary costumes, and horror nights at Theme Parks, I have already had my share of fright overload....

BEST OF SALESFORCE WINTER ’19 LIGHTNING FEATURES FOR NONPROFITS

BEST OF SALESFORCE WINTER ’19 LIGHTNING FEATURES FOR NONPROFITS

While it’s hard to believe it’s been nearly one year since my Winter ’18 post highlighting some of my favorite elements of the latest Salesforce release,...

State of Salesforce: Where Organizations are Looking to Take the Platform Over the Next Year

State of Salesforce: Where Organizations are Looking to Take the Platform Over the Next Year

Organization’s Goals Salesforce is constantly growing and evolving as the needs of organizations change. Over the next twelve months, organizations surveyed in Cloud for Good’s State...

Why Training is an Important Part of your User Adoption Strategy

Why Training is an Important Part of your User Adoption Strategy

Your Salesforce Journey I remember my first time walking through IKEA. It was magical. Every room was staged and decorated perfectly. Even their kitchen area inspired...

Nonprofit Cloud Keynote Highlights from Dreamforce 2018

Nonprofit Cloud Keynote Highlights from Dreamforce 2018

Nonprofit Cloud Keynote Highlights from Dreamforce 2018 Nonprofit organizations are learning the power of connecting their fundraising, programs and marketing management. Salesforce.org noticed the impact on...

Education Cloud Highlights from Dreamforce 2018 

Education Cloud Highlights from Dreamforce 2018 

#BREAKING – Education Cloud Highlights from Dreamforce 2018 Today at Dreamforce 2018, Salesforce.org kicked off the annual conference with a keynote on Education Cloud. With the sold-out...

The Future of Predictive Analytics in Higher Education

The Future of Predictive Analytics in Higher Education

What is Predictive Analytics?   We’ve all heard about artificial intelligence, predictive analytics and other forms of technology being the way of the future, but what does that mean...

Apsona Mail Merge for Salesforce

Apsona Mail Merge for Salesforce

Running monthly or yearly statements for your households can be a daunting task, from creating a report in your Salesforce instance --to exporting the data to...
4 Steps to Integrate Social Media Into Your Campaigns

4 Steps to Integrate Social Media Into Your Campaigns

4 Steps to Integrating Social Media into Successful Campaigns, is a helpful guide for understanding and using social media to meet your campaign goals....
Salesforce Sandbox and How To Use It

Salesforce Sandbox and How To Use It

Who doesn’t like the idea of a sandbox? You can get creative, get dirty, and get better at what you’re looking to accomplish. Salesforce has some...
Volunteer Management in Salesforce

Volunteer Management in Salesforce

There are a handful of Salesforce apps that specialize in volunteer management, three of which stood out for me; HandsOn Connect, Volunteers for Salesforce, and Skillanthropy....

5 Ways to Get Staff on Board with Chatter

Learn how Kids Included Together implemented a social chatter approach across their organizations. Read more to learn about their 5 tips for keeping it social....
You Can Do Anything With Salesforce

You Can Do Anything With Salesforce

Implementing Salesforce so that it can do “anything” requires leadership, capacity, and lots of expectations management. Learn why....