Thought Leadership

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

Latest Posts

Get Connected, Lightning Fast

Get Connected, Lightning Fast

What if I told you that Lightning Connect enables you to create a real-time integration in an amount of time best measured by hours not days?...
Salesforce Nonprofit Dashboards: Not Just For Fundraising

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...
NPSP and NGO Connect Product Roadmaps

NPSP and NGO Connect Product Roadmaps

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

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 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...
Integrating Google Apps and Salesforce: A Bridge Between Clouds

Integrating Google Apps and Salesforce: A Bridge Between Clouds

Since most of us spend a large percentage of our day in our email boxes, bridging your Salesforce and Google Apps accounts in imperative. Doing so...
Top 5 Favorite Salesforce Announcements at Dreamforce

Top 5 Favorite Salesforce Announcements at Dreamforce

After months of planning and anticipation, Dreamforce ’14 has come and gone. We were inspired by keynotes, learned new things at hands-on training sessions, danced to...
Dance Me To The End - 5 Tips for After Dreamforce

Dance Me To The End – 5 Tips for After Dreamforce

As with all good things, Dreamforce inevitably comes to an end, we all find our way back home, and for the briefest of moments, we have...
4 Steps to Become Salesforce Analytics Cloud Ready

4 Steps to Become Salesforce Analytics Cloud Ready

This new Salesforce Analytics Cloud helps “everyday users” (not trained analysts) make informed decisions. However, implementing this technology would require a significant commitment from your organization....
Lessons Learned: Great Customer Service Through Humanity

Lessons Learned: Great Customer Service Through Humanity

There are some calls that go sour, some meetings where obstreperousness is abundant, and some that happen to fall on everyone’s bad day. These are key...
Top 5 Reasons to attend the NYC World Tour

Top 5 Reasons to attend the NYC World Tour

Still on the fence about attending the World Tour in NYC on December 13th? Think no more, and read on for 5 fantastic reasons to attend!...
What Does Artificial Intelligence Mean For Nonprofit Organizations?

What Does Artificial Intelligence Mean For Nonprofit Organizations?

NOTE: This blog was originally posted on Forbes. Read it here.  Artificial Intelligence is an area of computer science that trains machines to perform tasks that...

A New Year for Salesforce Resolutions

A New Year for Salesforce Resolutions

This is my favorite time of the year. The holidays are bringing families together, and as the year ends it is the perfect opportunity to reflect...

Change Management_ Understanding the Type and Drivers of Change

Change Management: Understanding the Type and Drivers of Change

Change is inevitable and one of the main forces behind improvement, strength and progress. For nonprofits, change, especially in technology, can be a game-changer. I’m a...

Cloud for Good Ranked Number 418 on Deloitte’s 2018 Technology Fast 500™

Cloud for Good Ranked Number 418 on Deloitte’s 2018 Technology Fast 500™

Asheville, NC, August 15, 2018 – Cloud for Good today announced it ranked 418 on Deloitte’s Technology Fast 500™, a ranking of the 500 fastest growing technology, media,...

Duke-Health-Salesforce-Success-Story

Duke Health Development and Alumni Affairs: Creating Efficient Prospecting Through Salesforce

Using Salesforces Nonprofit Success Pack (NPSP), Duke Health Development and Alumni Affairs were both able to alleviate bottlenecks, improve collaboration, and ultimately raise more funds to...