Thought Leadership

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

Latest Posts

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

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 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

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

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

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

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 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

#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

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...

Three Ways To Make Sure that Your Next Big Software Project Is A Success

Buying a new fundraising CRM or replacing your finance and HR systems are big investments with critical outcomes. How can you make sure that big software...

4.5 Great Ways to use Pinterest and Salesforce

It hasn't exploded yet like the #askforce twitter channel, but it is gaining traction. Here are the top 5 ways Pinterest and Salesforce go together, like...

Why Integrations and Clean Manageable Data Help Change the World

For your non-profit, nothing can be more helpful than good, clean data. How to can you do that? Capitalize on integrations....

5 Key Items to Run a Successful Salesforce Implementation

When implementing new technology into your organization or expanding your existing system, a little bit of planning can go a long way in ensuring the success...

Questions to Ask Before Your Next Data Migration

If your nonprofit is considering a data migration in the near future, you can start planning now by asking some preliminary question....

Security vs Convenience: Securing Your Salesforce Org

When implementing Salesforce, we rightly focus on designing the system; what data do we need to input and the reports and dashboards we want as output....