Thought Leadership

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

Latest Posts

Salesforce Foundation Higher Education Summit 2015

Salesforce Foundation Higher Education Summit 2015

Last week I had the pleasure of participating in the 3rd annual Salesforce Higher Education Summit at the University of Miami. I was joined by our...
Migrating from Common Ground to NGO Connect: Tips for Migration

Migrating from Common Ground to NGO Connect: Tips for Migration

Switching between two systems is always a tough process. The data migration, getting used to something new, having to change the way you and your team...
Talk To Your Data

Talk To Your Data

Every day there should be a conversation that happens between you and the data inside of your Salesforce instance. Starting that conversation is not always easy...
Top 5 Chrome Extensions for Salesforce Administrators

Top 5 Chrome Extensions for Salesforce Administrators

If you’re a Salesforce admin or power user, listen up! There are some great community-developed Chrome extensions meant specifically to enhance the Salesforce user experience. Have...
Making it Seamless: Autolaunched Flows and Custom Settings

Making it Seamless: Autolaunched Flows and Custom Settings

How autolaunched flows can help your users, and how you can combine them with custom settings to make your life as an administrator easier....
Top 10 Single Largest Nonprofit Fundraising Events of 2014

Top 10 Single Largest Nonprofit Fundraising Events of 2014

Last year, Rallybound produced their inaugural infographic: Top 10 Single Largest Nonprofit Fundraising Events. In keeping with this tradition, they have recently released their new infographic...
Target Your Constituents with the Right Message at the Right Time

Target Your Constituents with the Right Message at the Right Time

Automate your email, mobile, and social marketing to ensure you reach the right people in your network with the right messaging at the right time to...
My Favorite Things: Apsona for Salesforce

My Favorite Things: Apsona for Salesforce

Apsona for Salesforce is an app available on the AppExchange.  It is a supplement to your existing Salesforce that significantly expands your ability to work with your...

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...
Resilience, Recovery, Reimagining: How Salesforce Can Help Hospitals Survive COVID-19

Resilience, Recovery, Reimagining: How Salesforce Can Help Hospitals Survive COVID-19

The COVID-19 pandemic has exposed the incredible weaknesses that currently exist in the American public health system. While the strengths and selfless bravery of our medical...

Cloud for Good is Great Place to Work Certified for the 7th Year in a Row

Cloud for Good is Great Place to Work Certified for the 7th Year in a Row

Asheville, North Carolina – February 23, 2021 – Cloud for Good has been certified as a Great Place to Work for the 7th year in a row....

Field of yellow daffodils with text: SALESFORCE SPRING '21 RELEASE RECAP

Salesforce Spring ’21 Release Recap

One of my favorite things about Salesforce is that it is constantly evolving, with regular releases three times a year. These releases include many new features....

People reviewing documents with text: AN INTERVIEW WITH OMATIC...

An Interview with Omatic: Connecting Accounting + Fundraising Departments with Salesforce Integration

Accounting and fundraising are two connected, yet disparate, departments found within most nonprofit organizations. While the departments are intrinsically linked, the data that each side maintains...

Graduates celebrating with text: THE COMPLETE PICTURE OF ALUMNI AND DONORS WITH CLOUD FOR GOOD'S ADVANCEMENT ACCELERATOR

The Complete Picture of Alumni and Donors with Cloud for Good’s Advancement Accelerator

As a continuation of our Gift Processing with Cloud for Good’s Advancement Accelerator blog published last month, I wanted to dive deeper into the connection between...

Pattern of padlocks. Text: KEEPING YOUR DATA SAFE: FINDING PEACE OF MIND WITH SALESFORCE

Keeping Your Data Safe: Finding Peace of Mind With Salesforce

Security has been one of the most prevailing through-lines of 2020 and 2021.  Through taking donor information over the phone from our home offices, increased cyber-attacks,...