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...

Crafting A Constituent-Centric Experience In The Post-Pandemic World

NOTE: This blog was originally posted on Forbes. Read it here. There’s no denying the profound impact COVID-19 has had on our society. Strategies and methodologies...

Gift Processing With Cloud for Good’s Advancement Accelerator

As outlined in Tal Frankfurt and Kestryl Lowrey’s illuminating examination on Salesforce Advancement for Higher Education, the Nonprofit Success Pack (NPSP) features vast, untapped potential for...

Using Marketing Cloud as a Lead Funnel Tool, Part 2

Welcome back to our exploration of using Marketing Cloud as a lead funnel! If you haven’t yet, make sure to catch up on Part 1 of...

What Is My Salesforce Instance and When Will I Need It?

Much like knowing how many and what kind of licenses you have, whether you’re on Salesforce’s Sales or Service Cloud, or if you have the Enterprise...

Empowering Latino Families with Hispanic Scholarship Fund + Salesforce: From Luminate CRM to Nonprofit Success Pack

Salesforce integrations have allowed the Hispanic Scholarship Fund to stay flexible and greatly enhance digital marketing capabilities....

Happy Holidays from Cloud for Good: Reflecting on 2020

Here at Cloud for Good, we pride ourselves on our ability to adapt and overcome any hurdle we might face. The ability to improvise and remain...