Thought Leadership

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

Latest Posts

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...

Introducing the Salesforce Higher Education Data Architecture (HEDA)

Salesforce.org recently released a new tool for colleges and universities, the Higher Education Data Architecture (HEDA) package. HEDA aims to offer a core architecture package for...

Come See Us at the Salesforce World Tour Boston

The Salesforce World Tour is rolling into Boston, Massachusetts next week on April 7, and several of our team members will be attending and speaking. The...

5 Pitfalls To Avoid When You Integrate Salesforce and Accounting Apps

One of the most common integration requests from Salesforce users is syncing Salesforce with accounting apps likes Intacct, QuickBooks, and Xero. There is no shortage of...

Top 10 Reasons Nonprofits Love Marketing Cloud

Nonprofits are maximizing their communication strategies with the Salesforce Marketing Cloud. Learn about the top 10 features that make it a great tool for any organization....

Do You Know How to ERD?

First, let’s break down that scary little acronym: ERD = Entity Relationship Diagram. Still sound too techy? How about this: An Entity Relationship Diagram (ERD) is...

Salesforce for Global Nonprofits

Much like their for-profit counterparts, Nonprofits and NGO’s also reach across international borders in order to run their programs, connect with their constituents, and raise resources....

Is it Time to Spring Clean Your Fundraising Database?

Data Cleanliness Since many nonprofits rely on fundraising to support their cause, the accuracy and cleanliness of all donor and supporter data are imperative to your...

Relieving the Pain of a Data Migration to Salesforce

Making the move from a legacy system, like Raiser's Edge? We have shared tips and tools to help you relieve the pain that many face during...

Top Ten Chrome Extensions for Salesforce Consultants and Administrators

We've shared our list of the top 10 Chrome extensions for Salesforce Administrators. These extensions can help save you time and energy....

Engaging Staff to Use Salesforce

You're organization has chosen Salesforce as your Constituent Relationship Management (CRM) platform. Engage your users to be active with the platform by following these tips....

7 Ways Salesforce Einstein Makes Your Nonprofit or University Smarter

Einstein Analytics provides additional insights into the data you are storing in Salesforce. We've presented seven ways that Einstein can make your organization smarter!...

Streamline Your Merge Documents with Conditional Logic

Acknowledgment letters and other documents are key to making sure your donors and other supporters feel recognized. Streamline your merge documents with conditional logic in Salesforce....