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...
Pumpkins and berries on a wooden table. Text: HAPPY THANKSGIVING FROM CLOUD FOR GOOD

Happy Thanksgiving from Cloud for Good

Cloud for Good has much to be thankful for this year.  Considering the challenges 2020 has thrown everyone’s way, we want to take a moment and reflect on the incredible nonprofit...

Two men smiling. Text: THE FUTURE OF EVENTS

Trailblazers Together: The Future of Events

2020 has been a year of massive change, and for marketing that has meant finding new, creative ways to engage with our donors, constituents, and friends....

Chalkboard and desk items. Text: BREAKING THROUGH THE NOISE THIS #GIVINGTUESDAY

Breaking Through the Noise This #GivingTuesday

On average, your constituents receive around 121 emails every day, including emails from their favorite restaurants, stores, or even meeting confirmations. With all of this traffic,...

Graduation caps thrown in air. Text: NONPROFIT SUCCESS PACK (NPSP) FOR HIGHER EDUCATION ADVANCEMENT

Nonprofit Success Pack (NPSP) for Higher Education Advancement

While NPSP was historically associated with the nonprofit sector, the versatility and customizability of the solution can also support large-scale fundraising for higher education institutions....
Jars of coins. Text: YOU CAN HAVE IT ALL (WITH EXTERNAL DATA ARCHITECTURES)

You Can Have it all (With External Data Architectures)

It doesn’t always make sense to keep all of your data in Salesforce. Learn how organizations like the American Kennel Club and Childfund International are leveraging...

Two people smiling at a laptop. Text: MANAGING YOUR PROGRAMS WITH SALESFORCE

Managing Your Programs with Salesforce

Human Service organizations work hard every day to make our world a better place. Whether you have one, twenty or more programs, understanding their success and...