Thought Leadership

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

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

Ready To Start With Your Implementation? Think Again

You choose a platform, signed with an awesome implementation partner who can translate your needs into technology, and you are extremely excited to get started. Wait…

The Power of US Hub

Are you sometimes confused about where to go to get the answers you need in using Salesforce at your nonprofit? As you may have discovered there

Cloud for Good Goes to Washington for NTC14

It’s that time of year everyone - the Nonprofit Technology Network has opened up voting for proposed sessions at the 2014 Nonprofit Technology Conference. We at

Email to Case – An Overview

In Salesforce, the Case Object is often used to track a constituent issue or problem that needs resolution. Just like anything else in Salesforce, it can

Latest Posts

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

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

You Can Have it all (With External Data Architectures)

Written by Cloud for Good Team It doesn’t always make sense to keep all of your data in Salesforce. Learn how organizations like the American Kennel

Managing Your Programs with Salesforce

Written by Cloud for Good Team Human Service organizations work hard every day to make our world a better place. Whether you have one, twenty or

Unified customer experience with Service Cloud

Written by Cloud for Good Team The need for intuitive customer experiences is at an all-time high. Your customers deserve an intelligently-designed system that will enable,

Options for Your Accounting Reconciliation with Salesforce

Written by Cloud for Good Team We often see a disconnect in nonprofit organizations between the fundraising process and the reconciliation of those details into finance.

Reducing technology debt with Salesforce

Written by Cloud for Good Team The Nonprofit Cloud is a tool that is designed to break down departmental silos by increasing collaboration across your organization.

Better Engagement for Donors and Volunteers

Written by Cloud for Good Team Learn how you can better engage your donors and volunteers throughout their entire journey with your organization. From newsletters, preference

Thought Leadership

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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

Ready To Start With Your Implementation? Think Again

The Power of US Hub

Cloud for Good Goes to Washington for NTC14

Email to Case – An Overview

Latest Posts

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

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

Connecting the Clouds with Marketing Cloud Connect

You Can Have it all (With External Data Architectures)

Managing Your Programs with Salesforce

Unified customer experience with Service Cloud

Options for Your Accounting Reconciliation with Salesforce

Reducing technology debt with Salesforce

Better Engagement for Donors and Volunteers