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...

National Aquarium: Using Technology to Traverse Turbulent Waters with National Aquarium

Learn how Salesforce helped National Aquarium navigate the turbulent waters of COVID-19 and prepare for a post-pandemic world....

Fundraising During a Crisis is All About Relationships: The Human Rights Watch Story

Human Rights Watch is navigating the changing market to bring in funds and find new donors with Salesforce....

5 Tips for Higher Education Institutions and Nonprofit Organizations Working Remotely

The Rise of Remote Workers When the internet was born in the 1980s, employers began allowing employees to work from their own home offices. As technology...

5 Tips to Become a Successful Online Student

Colleges and Universities nationwide are moving their curriculums online as a result of the spreading COVID-19 pandemic. While this sudden wave of change washing over our...

Celebrating B Corp Month: A Global Movement

Cloud for Good has been a certified B Corporation since 2013. Read to learn more about how much our employees love being apart of a B...

Testing Environment Strategies in Marketing Cloud

Many Salesforce Marketing Cloud users look to create a testing environment much like what exists with Sales Cloud CRM. With the Salesforce CRM (a.k.a. Sales Cloud)...