Thought Leadership

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

Latest Posts

Explore by Topic:

  • Industry

  • Topic / Function

  • Product / Service

Improvements to Your Salesforce - Documenting Database Changes

Improvements to Your Salesforce – Documenting Database Changes

Making improvements to your Salesforce platform is a process. We have provided some best practices to help you establish clear database improvement policies for your organization.
Salesforce Analytics 101: Organizing Your Reports and Dashboards

Salesforce Analytics 101: Organizing Your Reports and Dashboards

Salesforce Analytics (reports and dashboards) are awesome tools to help you view and work with your data, as well as present your data to your supporters.
Content Builder Adds Pizazz to Marketing Cloud

Content Builder Adds Pizazz to Marketing Cloud

Content Builder is Marketing Cloud’s new cross-channel content app. It’s been in beta for over a year and it will be fully released this July. If
Dreamforce 2016 Registration is Open!

Dreamforce 2016 Registration is Open!

Registration for Dreamforce 2016 is now open! Take advantage of the discounted registration rate for nonprofits and higher education institution.! Learn, network, and develop your Salesforce
Stages of CRM Adoption

Stages of CRM Adoption

Through my work as a Salesforce consultant I believe there are three key levels or “energy states” an organization can potentially occupy. They run from low-adoption,
Data Validation for Your Salesforce Project

Data Validation for Your Salesforce Project

It's time for data validation. Here are some tips and tricks to making sure that you get your data looking exactly like you want it.
Data Proofing Your Salesforce Data

Data Proofing Your Salesforce Data

Data is a nonprofits best friend and should be treated as one of it's most powerful tools. Consider the information your organization may be recording on
Leveraging NPSP's Employer Gift Match Functionality to Take Your Fundraising to the Next Level

Leveraging NPSP’s Employer Gift Match Functionality to Take Your Fundraising to the Next Level

We all know that managing matching gifts can be a frustrating process for nonprofits, but it is becoming a far simpler and more worthwhile endeavor. The
Come See Us at the Salesforce World Tour in Washington, DC!

Come See Us at the Salesforce World Tour in Washington, DC!

The Salesforce World Tour is in Washington, DC on Thursday, April 28. There are many great sessions for nonprofits. We look forward to seeing you there!
Connecting the Clouds with Marketing Cloud Connect

Connecting the Clouds with Marketing Cloud Connect

The newest update of Marketing Cloud Connect allows organizations to seamlessly connect their constituent data from Salesforce CRM with the communication, automation, and analytics tools in

Latest Posts

Cloud for Good Ranked Number 418 on Deloitte’s 2018 Technology Fast 500™

Cloud for Good Ranked Number 418 on Deloitte’s 2018 Technology Fast 500™

Written by Cloud for Good Team Asheville, NC, August 15, 2018 – Cloud for Good today announced it ranked 418 on Deloitte’s Technology Fast 500™, a ranking of

How Grant Management in Salesforce Can Improve Your Fundraising Strategy

How Grant Management in Salesforce Can Improve Your Fundraising Strategy

Written by Cloud for Good Team Grant Management in Salesforce A grant is a sum of money given to an organization or individuals for a specific

Duke Health Development and Alumni Affairs: Creating Efficient Prospecting Through Salesforce- Customer Story- Cloud for Good

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

Written by Cloud for Good Team Happy Veterans Day! Veterans Day was originally created as a day to reflect upon the heroism of those who died

Giving (Tues)Days: 24 Hour Fundraising Campaigns

Giving (Tues)Days: 24 Hour Fundraising Campaigns

Written by Cloud for Good Team Giving Day Campaigns A positive trend in the world today is the rise of charitable giving & altruism. In fact,

Spooky Data Migrations: Demystified

Spooky Data Migrations: Demystified

Written by Cloud for Good Team With Halloween today, and all of the haunted houses, scary costumes, and horror nights at Theme Parks, I have already

BEST OF SALESFORCE WINTER ’19 LIGHTNING FEATURES FOR NONPROFITS

BEST OF SALESFORCE WINTER ’19 LIGHTNING FEATURES FOR NONPROFITS

Written by Cloud for Good Team While it’s hard to believe it’s been nearly one year since my Winter ’18 post highlighting some of my favorite

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

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

Why Training is an Important Part of your User Adoption Strategy

Why Training is an Important Part of your User Adoption Strategy

Written by Cloud for Good Team Your Salesforce Journey I remember my first time walking through IKEA. It was magical. Every room was staged and decorated

Nonprofit Cloud Keynote Highlights from Dreamforce 2018

Nonprofit Cloud Keynote Highlights from Dreamforce 2018

Written by Cloud for Good Team Nonprofit Cloud Keynote Highlights from Dreamforce 2018 Nonprofit organizations are learning the power of connecting their fundraising, programs and marketing

Choosing the Right Email Provider for Your Salesforce - Cloud for Good

Choosing the Right Email Provider for Your Salesforce

We reviewed the common email service providers who offer Salesforce integration including MyEmma, VerticalReponse, iContact, ExactTarget, and MailChimp.
Choosing Between the NPSP and Standard EE - Cloud for Good

Choosing Between the NPSP and Standard EE

When you apply for the Power of Us grant you need to select between two trial configurations the EE + NPSP (“Pre-configured for Donor Management”) or
Data Migration: Apsona for Salesforce- Cloud for Good

Data Migration: Apsona for Salesforce

Apsona for Salesforce is another exceptionally useful ETL (Export Transform Load) app, with some unique advantages that make it an essential tool to keep in your

Reporting Calculus with Analytic Snapshots

One of my esteemed clients recently asked me whether they could track attendance in their Saturday classes over a semester or a school year. They wanted

Graphic of a small house with snow on roof and the number 13 in the snow.

Winter 13 Release for Nonprofits – Sales Cloud

Winter ’13 has more surprises for us in the nonprofit community, the Sales Cloud are the ones aimed specifically at the development directors who help keep

Consultant vs. Volunteer Help with Salesforce?

Salesforce.com generously donates their top grade—Enterprise—version of the application to nonprofits. Nonprofits get ten licenses and for many organizations, that is more than enough to make