Thought Leadership

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

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

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?

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?

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

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

Read 12 reasons why Dreamforce is hard to wait for. See you at Dreamforce 2013.

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

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

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

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

Change Management: Understanding the Type and Drivers of Change

Change is inevitable and one of the main forces behind improvement, strength and progress. For nonprofits, change, especially in technology, can be a game-changer. I’m a

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

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

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

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

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

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

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

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

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

Support and Maintenance of Your University’s Salesforce Org: Leading Through Governance

Written by Cloud for Good Team In part one of our Support and Maintenance of Your University’s Salesforce Org blog series, we explored long-term maintenance and

Sunsetting Luminate CRM: What Nonprofits Should Expect

Written by Cloud for Good Team Cloud for Good recently hosted a virtual roundtable diving into the implications for nonprofit organizations as it relates to the

How to Increase Conversion Rates Using Pardot

Written by Cloud for Good Team Increasing website conversion rates is a perpetual priority for both higher education institutions and nonprofit organizations. Considering the massive investments

Cloud for Good Honored as #2 on the 2021 list of 100 Best Small and Medium Places to Work in IT by IDG Insider Pro and Computerworld

Written by Cloud for Good Team July 12, 2021 [Asheville, NC] – IDG’s Insider Pro and Computerworld announce Cloud for Good as #2 on the 2021

Support and Maintenance of Your University’s Salesforce Org: Staffing Recommendations

Written by Cloud for Good Team You’ve implemented Salesforce – Congratulations! This tool is a game-changer in elevating the advancement, recruitment and admissions, student success, communication,

State of Salesforce Findings: Online Giving in the Nonprofit Sector

Written by Cloud for Good Team In the 2020 – 2021 State of Salesforce in the Nonprofit Sector Report, Cloud for Good outlined how nonprofit organizations

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Salesforce Administrators and Puppies

The Future is Now: Taking your Chatter Publisher Actions Mobile

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

Custom Code: Are you ready?

At Project’s End: Separation Anxiety and User Adoption

12 Ways Dreamforce is Hard

Best (of the Best) Practice with Salesforce

Better Living Through Training and Documentation

Ensuring Training Success

Using Salesforce to Cultivate Donor Relationships

Latest Posts

Change Management: Understanding the Type and Drivers of Change

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

How Grant Management in Salesforce Can Improve Your Fundraising Strategy

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

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

Giving (Tues)Days: 24 Hour Fundraising Campaigns

Spooky Data Migrations: Demystified

BEST OF SALESFORCE WINTER ’19 LIGHTNING FEATURES FOR NONPROFITS

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

Why Training is an Important Part of your User Adoption Strategy

Support and Maintenance of Your University’s Salesforce Org: Leading Through Governance

Sunsetting Luminate CRM: What Nonprofits Should Expect

How to Increase Conversion Rates Using Pardot

Cloud for Good Honored as #2 on the 2021 list of 100 Best Small and Medium Places to Work in IT by IDG Insider Pro and Computerworld

Support and Maintenance of Your University’s Salesforce Org: Staffing Recommendations

State of Salesforce Findings: Online Giving in the Nonprofit Sector