Ideas and strategies to help purpose-driven organizations create greater, lasting impact.
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5 Ways to Get Staff on Board with Chatter
Learn how Kids Included Together implemented a social chatter approach across their organizations. Read more to learn about their 5 tips for keeping it social.
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
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
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
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.
There are a lot of factors that go into running a great peer-to-peer fundraising campaign. But before you delve into the planning phase, realizing its full
Salesforce makes it simple to quickly create useful solutions for your business. “Modify your database schema - no DBA required!” “Clicks - not code!” “Become an
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
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
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.
Salesforce can Help with US Tax Receipts for Donors
Donors are crucial to your nonprofit's success. They are required to have a written acknowledgement of any single contribution over $250 to claim it on their
Harness the Power of Your Constituent Network with Relationship Tracking in NPSP
Relationships as a general idea are fundamental to Salesforce. After all, Salesforce is a CRM – or constituent relationship management – tool. Let's explore how to
Data Segmentation: Categorize Your Constituents With Salesforce
There are many ways to categorize your data. After you understand how you’d like to categorize your constituents, the next step is thinking about how to
The Salesforce Lead standard object holds records representing individual people, typically as part of a sales process in the B2B (business-to-business) model. Using the Leads object
Ready To Start With Your Implementation? Think Again
You choose a platform, signed with an awesome implementation partner who can translate your needs into technology, and you are extremely excited to get started. Wait…
It’s that time of year everyone - the Nonprofit Technology Network has opened up voting for proposed sessions at the 2014 Nonprofit Technology Conference. We at
In Salesforce, the Case Object is often used to track a constituent issue or problem that needs resolution. Just like anything else in Salesforce, it can
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.
