Thought Leadership

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

Latest Posts

PCI Compliance_ Why You Should Know What This Means

PCI Compliance: Why You Should Know What This Means

The Payment Card Data Industry Security Standard - PCI Standard for short - is a baseline of technical and operational requirements to help you protect your...
Cloud for Good is Sponsoring Circles of Success on July 13, 2016

Cloud for Good is Sponsoring Circles of Success on July 13, 2016

We are excited to announce on July 13, 2016 Cloud for Good will be sponsoring the Salesforce Bay Area Nonprofit User Group Meeting for Circles of...
Improvements to Your Salesforce - Documenting Database Changes

Improvements to Your Salesforce – Documenting Database Changes

Making improvements to your Salesforce platform is a process. We have provided some best practices to help you establish clear database improvement policies for your organization....
Salesforce Analytics 101: Organizing Your Reports and Dashboards

Salesforce Analytics 101: Organizing Your Reports and Dashboards

Salesforce Analytics (reports and dashboards) are awesome tools to help you view and work with your data, as well as present your data to your supporters....
Content Builder Adds Pizazz to Marketing Cloud

Content Builder Adds Pizazz to Marketing Cloud

Content Builder is Marketing Cloud’s new cross-channel content app. It’s been in beta for over a year and it will be fully released this July. If...
Dreamforce 2016 Registration is Open!

Dreamforce 2016 Registration is Open!

Registration for Dreamforce 2016 is now open! Take advantage of the discounted registration rate for nonprofits and higher education institution.! Learn, network, and develop your Salesforce...
Stages of CRM Adoption

Stages of CRM Adoption

Through my work as a Salesforce consultant I believe there are three key levels or “energy states” an organization can potentially occupy. They run from low-adoption,...
Data Validation for Your Salesforce Project

Data Validation for Your Salesforce Project

It's time for data validation. Here are some tips and tricks to making sure that you get your data looking exactly like you want it....
Data Proofing Your Salesforce Data

Data Proofing Your Salesforce Data

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

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...
Salesforce Winter '22 Release: What You Need to Know

Salesforce Winter ’22 Release: What You Need to Know

In the Salesforce Winter ’22 Release, there are a number of intuitive new features, updates, and functionalities sure to benefit your Salesforce instance. Admins and Developers...

Researchers working in a lab. Text: LEVERAGING SALESFORCE CRM FOR THE UNIVERSITY OF VERMONT OFFICE OF RESEARCH

Leveraging Salesforce CRM for the University of Vermont Office of Research (OVPR)

Following the considerable success the University of Vermont (UVM) found using Salesforce Marketing and Service Cloud to safely and efficiently reopen their campus in the wake...

Dreamforce 2021 for the Nonprofit and Education Sectors: A Hybrid Experience

Dreamforce 2021 for the Nonprofit and Education Sectors: A Hybrid Experience

Dreamforce 2021 Some of our Goodies received an exclusive invitation to attend Dreamforce 2021 live in person! While this was undeniably exciting, it was also slightly...

Solving the Salesforce Talent Gap

Solving the Salesforce Talent Gap

Salesforce today is a much different company than it was when I first entered the ecosystem in 2005. I was what they call an “accidental admin”...

Save the Date: Giving Tuesday 2021

Save the Date: Giving Tuesday 2021

Giving Tuesday 2021 is just 60 days away, but don’t stress, if you haven’t started planning yet, you still have time. When is Giving Tuesday 2021?...

How Cloud for Good Gives Back To Our Communities

How Cloud for Good Gives Back To Our Communities

2020 was, by all accounts, a landmark year for Cloud for Good.  Not only was it the company’s tenth anniversary, but it also marked the launch...