Ideas and strategies to help purpose-driven organizations create greater, lasting impact.
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Spring, Summer and Winter Cleaning
Data cleanliness in Salesforce is important. Explore these tips to keep your data clean throughout the year and kick-off your spring cleaning with the most recent
Colleges and universities implementing the Salesforce platform have a wealth of options for building a system that supports every department on campus. The Higher Education Data
Webinar Recap: Unboxing the Nonprofit Success Pack with Lightning
On March 9, 2017, Cloud for Good hosted a webinar covering the Nonprofit Success Pack with Lightning. This post offers resources to help your organization get
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
Adding it Up: Understanding Roll-Up Summary Fields
Roll-up summaries are a powerful tool within Salesforce to help you analyze your data without running a summary report. They can give you data specific to
Let’s say you’re already tracking donations in Salesforce, and everything is going smoothly. But now a donor wants to make an in-kind gift to your organization.
Though we’d all love for all vendors to have seamless integrations with Salesforce, the truth is some of the vendors nonprofits works with do not. When
Make Those Moves and Track Them Too: Salesforce Moves Management
Moves management is the process of moving a prospective donor from cultivation to solicitation. Learn how your Salesforce database can provide an essential backbone for your
As a solo administrator, you’re a lone wolf, but it’s a big, dangerous world out there. The time to get smarter about managing your organization’s data
Appearances Do Matter…in Your Salesforce Org! A Tale of Configuration
As your organization grows and evolves, so too do the influences on your Salesforce organization such as change of staff for administration, change of leadership within
Salesforce fields are so important to a successful implementation, yet you may completely forget to really think critically about these “building blocks” of your CRM. A
The possibilities are endless with Salesforce1, the Salesforce mobile app which gives you access to your data allowing you to continue to add and improve upon
Salesforce Nonprofit Dashboards: Not Just For Fundraising
If you’ve made the jump to Salesforce, your fundraisers are probably already using dashboards to quickly evaluate the health of their donation pipeline, track the progress
Dreamforce 2014 was filled with lots of exciting announcements of new Salesforce products, features, and functionality. I'm greatly looking forward to what's in store for both
Lightning Strikes Dreamforce – What It Means for Your Organization
What is Salesforce Lightning, and why is it important? Fundamentally, Lightning is a set of tools that allow organizations to customize the way they use Salesforce
Clicktools Surveys: Collecting Constituents Feedback in Salesforce
Clicktools is an online survey creating/capturing solution available through the Salesforce AppExchange. Offering organizations the ability to integrate customer feedback into their Salesforce database. Considered one