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...

Discover Donor Giving Power Through Wealth Screening

Prospecting within your existing database of constituents is a great place to start your fundraising efforts, but it can be difficult to identify their capacity to...

Nonprofits and Recurring Donations

It has been said that the best things come in small packages and the same can be said of small donations. In particular, ones that are...

Engage Your Constituents with Text Messaging

Communication in a Digital Age Before coming to Cloud for Good, I worked for an organization that provides multiple income and food support services to low-income...

Which Pardot edition do I choose?

When I bought my first car, I hemmed and hawed over which Toyota Celica I wanted, the basic GT or the GT-S. Not to mention all...

Salesforce Advisor Link: A Game Changer for Higher Ed

We hear it time and time again – the higher education landscape is changing. Colleges and universities are competing for the same students with slimmer budgets...

Meet Cloud for Good at WITness Success

WITness Success is a 1½ day, community-led career development event in Colorado where woman in the Salesforce ecosystem meet to learn, network, grow, get inspired and...