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...
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....
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...
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 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...
Publish or Perish: The Promise and Pitfalls of Publisher Actions
Using the Salesforce Publisher Actions can help speed up how your users enter data, all while keeping it clean. Be careful, though--you'll want to think your...
For organizations of any size, listening to constituents online doesn't only present the opportunity to uncover and address complaints and issues, but the opportunity to learn,...
With a drag and drop user interface, Salesforce Visual Workflow allows you to automate a series of business process steps. Read why we are excited about...
Respecting a donor’s request for anonymity is critical to your relationship with your donors but your organization should retain the donor’s name and contact information when...
Oh, What a Journey! A Closer Look at the Exact Target Marketing Cloud Journey Builder
If you’re like me and went to both ExactTarget Connections in Indianapolis as well as Dreamforce in San Francisco back to back, you’re probably nursing a...
