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...
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...
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....
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...
Data is a nonprofits best friend and should be treated as one of it's most powerful tools. Consider the information your organization may be recording on...
Leveraging NPSP’s Employer Gift Match Functionality to Take Your Fundraising to the Next Level
We all know that managing matching gifts can be a frustrating process for nonprofits, but it is becoming a far simpler and more worthwhile endeavor. The...
Come See Us at the Salesforce World Tour in Washington, DC!
The Salesforce World Tour is in Washington, DC on Thursday, April 28. There are many great sessions for nonprofits. We look forward to seeing you there!...
Connecting the Clouds with Marketing Cloud Connect
The newest update of Marketing Cloud Connect allows organizations to seamlessly connect their constituent data from Salesforce CRM with the communication, automation, and analytics tools in...
