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What You Should Do Before an Enterprise-Wide CRM Implementation
Implementing a constituent relationship management (CRM) application can be a difficult project for organizations with multiple large complex departments. An assessment of the organization's CRM strategy,
Dreamforce 2013 is over. In theory, you've bodily recovered from the walking, talking, learning, and partying. Now what? How can you best leverage all the stuff
I got into a discussion with a client recently about ethical consulting. I’ve had this discussion with colleagues, co-workers, friends and mentors through the years, but
Don’t Be a Fish Out of Water: Preparing for a Salesforce Migration
Each Salesforce organization is housed at one of Salesforce’s data centers. Salesforce calls these groupings of clients instances and it is a good practice as a
Too often, in my experience, I’ve had clients treat a Salesforce implementation as a discrete moment in time: “We wanted Salesforce, we got Salesforce, we have
The Future is Now: Taking your Chatter Publisher Actions Mobile
Chatter Publisher Publisher actions allow you to perform simple tasks such as creating child records from within the record’s Chatter feed. Read more about publisher.
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
Major Donors: Cultivating and Implementing A Salesforce Strategy
Major donors and the strategies around managing these portfolios can be one of the trickiest beasts to tame. Let's explore how you can match highlights of
Campaign Hierarchies use the Parent Campaign field to link any number of child campaigns to a single parent campaign. We provide step-by-step instructions to help you
Chatter is a social networking tool that lives inside Salesforce and helps people collaborate with colleagues. Here are some ideas for how you can start using
Pre-Checking: Good for Baggage, Bad for Email Opt-In
In the case of email opting-in, it pays to hold off on pre-checking any opt-in actions. The theory behind this restraint is that constituents should take
