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....

10 Reasons Your Nonprofit Should Attend Dreamforce

You may be asking yourself, “But why should my nonprofit attend? Isn’t it just another tech conference?” To answer this question I’ve put together the following...

Become a Connected Organization with NGO Connect

If you are a major gift manager, super fundraiser, or a volunteer mobilizer, you have a great reason to get excited. The Salesforce Foundation has recently...

Making Your Back Office Hum with Salesforce

All companies, whether for or nonprofit, need to hire and onboard new employees. In many cases, the hiring process may be run through a job board...

Your Organization Needs a Salesforce Administrator – Could It Be You?

At many nonprofits, and in particular at smaller organizations, staff members tend to wear many hats. There may not be someone who has “administer Salesforce” written...

So, you think you want to upgrade to NPSP 3.0…

The NPSP 3.0 brings lots of great new features for nonprofits on Salesforce. Here's what you should consider and what you need to do to upgrade....

The Community’s Salesforce Hidden Gems

In an effort to unveil “hidden” best features of Salesforce I asked people on the Hub recently to share their tips. The responses I received were...