Ideas and strategies to help purpose-driven organizations create greater, lasting impact.
Latest Posts
Finding a Trusted Advisor
When you hire a consultant to help you with your Salesforce implementation, you’re hiring them because you have a problem you need help with whether it...
How Nonprofits Can Get Past Technology Culture Shock
We are in the midst of a major technology revolution and succeeding in this revolution does not mean consuming additional technology, or as many of our...
As a Salesforce Admin, you have to be responsible for creating Salesforce data, maintaining that data and even extracting it so it can be analyzed and...
Seeing vs Doing: Understanding Learning Styles for Successful Training
Identifying learning styles among your users doesn’t need to involve having each user take a quiz or survey. You can likely identify some personality traits or...
Everyone at Cloud for Good is passionate about nonprofits. I love hearing about all the different organizations everyone is involved with - the variety allows us...
Chatter is a social networking tool that lives inside Salesforce and helps people collaborate with colleagues. Here are some ideas for how you can start using...
Pre-Checking: Good for Baggage, Bad for Email Opt-In
In the case of email opting-in, it pays to hold off on pre-checking any opt-in actions. The theory behind this restraint is that constituents should take...
Is a Salesforce Community the Right Fit for Your Nonprofit?
If you can find value in sharing your Salesforce data with constituents, a Salesforce Community might be right for you! Salesforce Communities expand your database beyond...
Planned Gifts: Tips and Tricks for Managing in Salesforce
Planned gifts, or legacy gifts, are something we often discuss with clients who use or are looking to use Salesforce to manage fundraising data and processes....
The process of developing your organization’s Annual Report should be a satisfying task of reviewing progress toward your goals, deciding on photos and profiles to include,...
