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...
Top 5 Favorite Salesforce Announcements at Dreamforce
After months of planning and anticipation, Dreamforce ’14 has come and gone. We were inspired by keynotes, learned new things at hands-on training sessions, danced to...
4 Steps to Become Salesforce Analytics Cloud Ready
This new Salesforce Analytics Cloud helps “everyday users” (not trained analysts) make informed decisions. However, implementing this technology would require a significant commitment from your organization....
Lessons Learned: Great Customer Service Through Humanity
There are some calls that go sour, some meetings where obstreperousness is abundant, and some that happen to fall on everyone’s bad day. These are key...
