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Thought Leadership

Ideas and strategies to help purpose-driven organizations create greater, lasting impact.

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CRM is Exactly What Your Nonprofit Needs

I recently had a conversation with a colleague about the advantages and disadvantages of using a constituent relationship management (CRM) system such as Salesforce to manage

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How to Integrate Online Forms with Salesforce.com?

There are number of ways to integrate your online website forms with Salesforce. How do they compare? We did the leg work for you and below
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Latest Posts

How Businesses Must Adapt to a 21st Century Workforce

This post was originally published on the Salesforce blog. From self-driving cars to personalized marketing journeys, the world is changing and it is changing fast. In many

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Why Chatter is Great for Nonprofits

Why Chatter is Great for Nonprofits

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
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Pre-Checking: Good for Baggage, Bad for Email Opt-In

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
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Salesforce Analytics 101: Report Types

Salesforce Analytics 101: Report Types

When you’re creating a Salesforce report, the first thing you have to choose, before you even get to the report builder, is the Report Type. The
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Is a Salesforce Community the Right Fit for Your Nonprofit?

Is a Salesforce Community the Right Fit for Your Nonprofit?

If you can find value in sharing your Salesforce data with constituents, a Salesforce Community might be right for you! Salesforce Communities expand your database beyond
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Planned Gifts: Tips and Tricks for Managing in Salesforce

Planned Gifts: Tips and Tricks for Managing in Salesforce

Planned gifts, or legacy gifts, are something we often discuss with clients who use or are looking to use Salesforce to manage fundraising data and processes.
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Laptop displaying bar charts and papers. Text: 8 TIPS FOR CREATING A GREAT ANNUAL REPORT

8 Tips for Creating a Great Annual Report

The process of developing your organization’s Annual Report should be a satisfying task of reviewing progress toward your goals, deciding on photos and profiles to include,
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Theory of Change: Metrics and Monitoring

Theory of Change: Metrics and Monitoring

Theory of Change is an organization’s set of beliefs and hypotheses about how their activities lead to outcomes that contribute to the overall mission and vision
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Social Engagement Management: The New Sheriff in Town

Social Engagement Management: The New Sheriff in Town

Social media today is not just how we keep in touch with high school friends or a place to share vacation photos with distant relatives. Social
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Six Reasons to Attend the Salesforce Higher Ed Summit 2017

Six Reasons to Attend the Salesforce Higher Ed Summit 2017

As we approach the 5th Annual Higher Ed Summit in Austin, Texas, we thought it would be a great opportunity to share just a few of
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Empowering State and Local Government with Salesforce Public Sector Solutions

Salesforce's Public Sector Solutions stand out as a transformative force in the realm of government technology.
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A-Beginners-Guide-to-OmniStudio.

A Beginner’s Roadmap to OmniStudio

OmniStudio is a powerful solution offering skill-building and automation options included in the new Nonprofit and Education Clouds.
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Goodies Give Back: Fighting Food Insecurity

During this time of reflection, we would like to highlight a new initiative we’re particularly proud of: Goodies Give Back.
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Museum Membership Management, Ticketing, and Fundraising: A Journey from Blackbaud to Salesforce with the Guggenheim Museum

Museum Membership Management, Ticketing, and Fundraising: A Journey from Blackbaud to Salesforce with the Guggenheim Museum

Migrating from Blackbaud to Salesforce has made a profound impact on Guggenheim Museum's membership management, ticketing, and fundraising. Learn more in this customer success story.
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All-Treats-No-Tricks-5-Cloud-for-Good-Partners-Sweetening-the-Nonprofit-and-Education-Spaces

All Treats, No Tricks: 5 Cloud for Good Partners Sweetening the Nonprofit and Education Spaces

These five Cloud for Good partners offer solutions as sweet as candy for your nonprofit and education needs.
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