Thought Leadership

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

Latest Posts

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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...
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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...
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MS Excel Tools for Salesforce

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...
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Tahoe Dreamin’ –  The Advent of User Group Led Conferences

I had the pleasure of attending Tahoe Dreamin' – a Sacramento User Group sponsored event that took place at Lake Tahoe. This event was a jammed...
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#BestTeamEver: A True Story of Virtual Working

“So what does that mean that your company is virtual? Is your paycheck virtual too?” Those were the first questions my dad asked me when I...
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Before You Build the House: Preparing to Implement Salesforce

Start with a budget! With Salesforce, a lot of functionality is available right “out of the box” for the base price. There are some things, like...
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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...
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A Nonprofit Guide to the Salesforce AppExchange

We have been hosting Apps for Good webinars over the last couple of years and we have written many great articles about the different apps that...
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Creating a Data Map When You’re Lost in Data!

A data map is a great way to document the process of uncovering the secrets of a data set. We use them for so many different...
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Volunteer Time Off: Engineering the Future

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...
Where Are We Growing and How Are We Going to Get There? You Need a Roadmap.

Where Are We Growing and How Are We Going to Get There? You Need a Roadmap.

Implementing a roadmap helps us to properly set expectations and follow a strategic path in order to get to those places we are growing. Here are...
Publish or Perish: The Promise and Pitfalls of Publisher Actions

Publish or Perish: The Promise and Pitfalls of Publisher Actions

Using the Salesforce Publisher Actions can help speed up how your users enter data, all while keeping it clean. Be careful, though--you'll want to think your...
Introducing Social Customer Service

Introducing Social Customer Service

For organizations of any size, listening to constituents online doesn't only present the opportunity to uncover and address complaints and issues, but the opportunity to learn,...
New Salesforce Visual Workflow Features

New Salesforce Visual Workflow Features

With a drag and drop user interface, Salesforce Visual Workflow allows you to automate a series of business process steps. Read why we are excited about...
Handling Anonymous Donors With Salesforce

Handling Anonymous Donors With Salesforce

Respecting a donor’s request for anonymity is critical to your relationship with your donors but your organization should retain the donor’s name and contact information when...
Oh, What a Journey! A Closer Look at the Exact Target Marketing Cloud Journey Builder

Oh, What a Journey! A Closer Look at the Exact Target Marketing Cloud Journey Builder

If you’re like me and went to both ExactTarget Connections in Indianapolis as well as Dreamforce in San Francisco back to back, you’re probably nursing a...