Ideas and strategies to help purpose-driven organizations create greater, lasting impact.
Latest Posts
Explore by Topic:
Best of Salesforce Winter ’18 Lightning Features for Nonprofits
Each Salesforce release brings new and updated features to the platform. We explore some of the best Lightning features for nonprofits in the Winter '18 Release.
Salesforce can Help with US Tax Receipts for Donors
Donors are crucial to your nonprofit's success. They are required to have a written acknowledgement of any single contribution over $250 to claim it on their
Harness the Power of Your Constituent Network with Relationship Tracking in NPSP
Relationships as a general idea are fundamental to Salesforce. After all, Salesforce is a CRM – or constituent relationship management – tool. Let's explore how to
Data Segmentation: Categorize Your Constituents With Salesforce
There are many ways to categorize your data. After you understand how you’d like to categorize your constituents, the next step is thinking about how to
The Salesforce Lead standard object holds records representing individual people, typically as part of a sales process in the B2B (business-to-business) model. Using the Leads object
Writing strong, concise survey questions will get you the data that you need. We've shared some best practices for collecting information from your constituents.
Implementing a Major Donor Strategy Using Salesforce Tools
There are several ways to manage major donors in Salesforce. Depending on the size of your development team and formal fundraising processes utilized, your organization may
Five Tips for Customizing the Lightning Experience
Customizing Salesforce's Lightning Experience is more involved than just changing page layouts, but it's also more powerful. We share five tips to help you customize the
Leveraging Salesforce and HEDA for Student Recruitment
In the face of a more competitive and increasingly diverse recruitment pool, it's important for higher education institutions to leverage recruitment data and analytics to identify
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
Create Emails That Gain Traction With Your Constituents
Get more traction with emails and communications to your constituents. Learn how to create emails that will get higher conversions rates and improve the actions your
Good data leads to more self-awareness and an increasing ability to better steer the nonprofit organization toward its mission. Jeff Rule shares his insights on becoming
Put donor engagement plans to work for your organization. Utilize Engagement Plans in the Nonprofit Success Pack to assist with your fundraising efforts.
Seven Complaints From Accountants That Salesforce Can Solve
Fundraisers and accountants have different views at times. Salesforce can help solve the seven most common complaints from accountants and we explain how in this post.
Engagement Plans and Levels Make Moves Management Work for You
Engagement Plans have been added to the Nonprofit Success Pack (NPSP) and will provide an even more seamless experience in managing your moves to cultivate donors
Choosing the Best MailChimp to Salesforce Connector
Choosing the best MailChimp to Salesforce Connector will ensure that you deliver the right message at the right time to your constituents. Cloud for Good has
