Thought Leadership

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

Latest Posts

Top Five Reasons Your K-12 School Should Move to Salesforce

We've explored five reasons why K-12 schools are making the move to Salesforce. From breaking down silos to ensuring students receive the best education, the Salesforce...

Salesforce: Managing Animal Welfare Constituents

Organizations that help animals find forever homes are turning to Salesforce to track adopters, donors, volunteers, events and more in a central location. Managing all animal...

Facebook Fundraising Trends and the Expanding Nonprofit Technology Landscape

Facebook's waived donation fees and expanded fundraising and disaster relief tools have implications for the crowded nonprofit technology landscape in 2018....

The Benefits of Triggers in Salesforce

With Workflow Rules, Flows, and Process Builder at your fingertips, you may feel like code isn't necessary. However, there are times when code is needed over...

Using Webforms for Useful and Actionable Data

The information your nonprofit gets out of Salesforce is only as good as the information your organization puts into it. Use webforms to collect useful and...

#C4GGives – Cloud for Good Volunteer Week 2017

Cloud for Good held it's first ever Volunteer Week in 2017. Members of our team gave their time at area food banks and pantries. We not...

Creating Donor Journeys to Increase Fundraising

Significant changes to the digital communication landscape help savvy organizations pivot to better engage their supporters. Salesforce Marketing Cloud’s Journey Builder allow sophisticated, intelligent donor journeys...

Having Fun and Playing Salesforce

While a Constituent Relationship Management (CRM) platform is a must for many organizations, Salesforce can also be fun. We provide tips so your nonprofit can have...

How The Sausage Gets Made: Vetting Your Business Processes

If your organization sometimes feels like a rodent warren of haphazard business processes, there are some things you can do to make them better. Start by...

Best of Salesforce Winter ’18 Lightning Features for Nonprofits

Each Salesforce release brings new and updated features to the platform. We explore some of the best Lightning features for nonprofits in the Winter '18 Release....

Introducing the Salesforce Higher Education Data Architecture (HEDA)

Salesforce.org recently released a new tool for colleges and universities, the Higher Education Data Architecture (HEDA) package. HEDA aims to offer a core architecture package for...

Come See Us at the Salesforce World Tour Boston

The Salesforce World Tour is rolling into Boston, Massachusetts next week on April 7, and several of our team members will be attending and speaking. The...

5 Pitfalls To Avoid When You Integrate Salesforce and Accounting Apps

One of the most common integration requests from Salesforce users is syncing Salesforce with accounting apps likes Intacct, QuickBooks, and Xero. There is no shortage of...

Top 10 Reasons Nonprofits Love Marketing Cloud

Nonprofits are maximizing their communication strategies with the Salesforce Marketing Cloud. Learn about the top 10 features that make it a great tool for any organization....

Do You Know How to ERD?

First, let’s break down that scary little acronym: ERD = Entity Relationship Diagram. Still sound too techy? How about this: An Entity Relationship Diagram (ERD) is...

Salesforce for Global Nonprofits

Much like their for-profit counterparts, Nonprofits and NGO’s also reach across international borders in order to run their programs, connect with their constituents, and raise resources....