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

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

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

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 (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 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!

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

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

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 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...

Your Nonprofit Needs a Technology Vision

Nonprofits are great at vision. It’s a strength of mission-driven organizations: picturing a better future comes naturally to the people who work there. These visions get...

Common Pitfalls When Implementing Salesforce for Nonprofits: Custom Record Types

Creating a new, custom record type for everything is a mistake. Learn more about how to maximize your Salesforce investment while customizing only what you need....

Is the Fear of Failure Hurting Your Fundraising?

Fear is a powerful thing. The fear of failure is something that most people struggle with because nobody wants to fail. Learn how the fear of...

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

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...

Thought Leadership

Latest Posts

PCI Compliance: Why You Should Know What This Means

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

Improvements to Your Salesforce – Documenting Database Changes

Salesforce Analytics 101: Organizing Your Reports and Dashboards

Content Builder Adds Pizazz to Marketing Cloud

Dreamforce 2016 Registration is Open!

Stages of CRM Adoption

Data Validation for Your Salesforce Project

Data Proofing Your Salesforce Data

Leveraging NPSP’s Employer Gift Match Functionality to Take Your Fundraising to the Next Level

Top 11 Salesforce Blog Posts You Should Read Again

Your Nonprofit Needs a Technology Vision

Common Pitfalls When Implementing Salesforce for Nonprofits: Custom Record Types

Is the Fear of Failure Hurting Your Fundraising?

PCI Compliance: Why You Should Know What This Means

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