Thought Leadership

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

Latest Posts

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...

Salesforce Leads: Pros and Cons for Nonprofits

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...

Back to School: Research Methods 101 – Surveys

Writing strong, concise survey questions will get you the data that you need. We've shared some best practices for collecting information from your constituents....

Slice, Dice, and Dedupe Data – What’s The Right Tool for Data Cleanup?

There are many tools out there to assist with data cleanup and it's not always easy to know which one to choose. We have explored several...

Implementing a Major Donor Strategy Using Salesforce Tools

There are several ways to manage major donors in Salesforce. Depending on the size of your development team and formal fundraising processes utilized, your organization may...

Five Tips for Customizing the Lightning Experience

Customizing Salesforce's Lightning Experience is more involved than just changing page layouts, but it's also more powerful. We share five tips to help you customize the...

Leveraging Salesforce and HEDA for Student Recruitment

In the face of a more competitive and increasingly diverse recruitment pool, it's important for higher education institutions to leverage recruitment data and analytics to identify...

3 Considerations for Your First Nonprofit Drip Program

Nonprofit drip programs shouldn't feel overwhelming. In fact, your first nonprofit drip program can be very simple. Let us help guide you through this process and...

Using Salesforce Experience, Marketing, and Commerce Clouds to Increase Constituent Engagement

Experience Cloud, Marketing Cloud, and Commerce Cloud are the three primary Salesforce solutions suited to create constituent engagement today....

Data Drives Success: Tools to Empower Your Organization

Cloud for Good, UC Innovation, and iWave explore the nearly-endless ways Salesforce technology can help organizations raise more funds....

Increasing Engagement Across the Student Lifecycle with Marketing Cloud

Learn how two Marketing Cloud products are helping institutions greatly increase engagement across the student lifecycle....

Salesforce for Associations: Building Relationships That Drive Change

Salesforce is the platform of choice for over 150K companies worldwide. This is because the technology helps empower users to drive efficiencies, tech-powered automation, and exceptional...

Using Salesforce to Increase Engagement with Hillel International

Cloud for Good has helped Hillel International increase engagement and online giving by 500% over the past five years....

Marketing Cloud GPT, Data Cloud Updates, and the Future of Open AI from Connections 2023

Salesforce Connections 2023 is the marketing and commerce learning event of the year for customer-first innovation. Here are our takeaways....