Thought Leadership

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

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

Come See Us at the Salesforce World Tour in Washington, DC!

The Salesforce World Tour is in Washington, DC on Thursday, April 28. There are many great sessions for nonprofits. We look forward to seeing you there!

Connecting the Clouds with Marketing Cloud Connect

The newest update of Marketing Cloud Connect allows organizations to seamlessly connect their constituent data from Salesforce CRM with the communication, automation, and analytics tools in

The Secret to A Successful Nonprofit EcoSystem

Integration is when your cloud apps can seamlessly share data between each other. When this happens, there is no need to log in and out of

Fundraising with Amazon Wish Lists

Does your nonprofit have a wish list of things they need donated? If you do then you’ll want to keep reading. It’s time to set up

Latest Posts

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

Come See Us at the Salesforce World Tour in Washington, DC!

The Salesforce World Tour is in Washington, DC on Thursday, April 28. There are many great sessions for nonprofits. We look forward to seeing you there!

Connecting the Clouds with Marketing Cloud Connect

The newest update of Marketing Cloud Connect allows organizations to seamlessly connect their constituent data from Salesforce CRM with the communication, automation, and analytics tools in

The Secret to A Successful Nonprofit EcoSystem

Integration is when your cloud apps can seamlessly share data between each other. When this happens, there is no need to log in and out of

Fundraising with Amazon Wish Lists

Does your nonprofit have a wish list of things they need donated? If you do then you’ll want to keep reading. It’s time to set up

At Project’s End: Separation Anxiety and User Adoption

Some of the biggest angst for my clients comes at the end of a project. Wrapping up an implementation brings all sorts of mixed feelings: pride

12 Ways Dreamforce is Hard

Read 12 reasons why Dreamforce is hard to wait for. See you at Dreamforce 2013.

Best (of the Best) Practice with Salesforce

There’s a lot of talk about Best Practice in the nonprofit sector, and having consulted on projects large and small, I want to take moment to

Better Living Through Training and Documentation

As a system administrator, it’s not only your job to ensure that reports are created, data is kept clean, and new fields and workflows are created.

Ensuring Training Success

Whether you arrange for training from a consultant, manage it yourself, or use some combination of the two, there are a few techniques you can employ

Using Salesforce to Cultivate Donor Relationships

From finding new donors, growing gifts from existing supporters, or managing the back-end fundraising efforts, Salesforce helps organizations establish and grow donor relationships in addition to

Thought Leadership

Latest Posts

Explore by Topic:

Industry

Topic / Function

Product / Service

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

Come See Us at the Salesforce World Tour in Washington, DC!

Connecting the Clouds with Marketing Cloud Connect

The Secret to A Successful Nonprofit EcoSystem

Fundraising with Amazon Wish Lists

Latest Posts

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

Come See Us at the Salesforce World Tour in Washington, DC!

Connecting the Clouds with Marketing Cloud Connect

The Secret to A Successful Nonprofit EcoSystem

Fundraising with Amazon Wish Lists

At Project’s End: Separation Anxiety and User Adoption

12 Ways Dreamforce is Hard

Best (of the Best) Practice with Salesforce

Better Living Through Training and Documentation

Ensuring Training Success

Using Salesforce to Cultivate Donor Relationships