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...

The Role of Data Warehouses in Nonprofit Technology Strategies

Written by Kestryl Lowrey and Stephen Earheart When you migrate to Salesforce, you become deeply familiar with your organization’s data—the volume, the quality, and the insights...

Getting the Most From Technology With Salesforce Digital 360

Salesforce Digital 360 has become the new industry standard for creating more meaningful customer experiences through digital-first solutions. Connecting the power of marketing, commerce, and online...

What Can Marketing Cloud Do for Education?

Often campuses come to Cloud for Good with their data spread out across various systems, departments, and sometimes even spreadsheets. Because of this, they lack a...

Apprenticeship Fund Announces Salesforce Investment in Cloud for Good

Achieve Partners’ newest deal backs solutions provider to help close talent gap in fast-growing Salesforce ecosystem August 19, 2021 [New York, New York] – Achieve Partners...

Measuring Your Impact With Salesforce Tableau

You know you are making a difference in your communities, but do you know how to showcase that impact to your grantmakers, board members, donors, and...

How Culture Makes Cloud for Good a Great Place to Work

Cloud for Good was recently recognized as one of the 2021 Best Small & Medium Workplaces™ by Great Place to Work® and Fortune magazine. This is Cloud for...