Thought Leadership

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

Latest Posts

Nonprofit Starter Pack 3.0 - It’s Come a Long Way Baby

Nonprofit Starter Pack 3.0 – It’s Come a Long Way Baby

Nonprofit Starter Pack - where its been and where it is going and why you should consider upgrading to the soon to be released Version 3.0....
Celebrating the You in Community: Why Salesforce Just Does It Better

Celebrating the You in Community: Why Salesforce Just Does It Better

You are the Community that sets Salesforce apart as a an exceptional customer company. Don't believe me? See how your involvement makes the product grow....
Click & Pledge Event Management

Click & Pledge Event Management

Many nonprofits hold fundraising events as a way of generating awareness deepening constituent engagement and, of course, raising money. Events take a lot of planning, hard...
Make it Awesome: Salesforce and Eventbrite

Make it Awesome: Salesforce and Eventbrite

Eventbrite is an ideal solution for nonprofit events. So why do nonprofit orgs with Salesforce shy away from it? Here's four ways to make it awesome....
Work.com: Time for Another Look

Work.com: Time for Another Look

One of the biggest obstacles to using Work.com to effectively manage goals was that it wasn’t integrated with Salesforce.com, so there was no automated way to...
Salesforce Scheduled Unit Tests

Salesforce Scheduled Unit Tests

One of the simplest steps you can take to maintain the integrity of your Salesforce data is to implement automated unit tests. The up-front work is...
Investing in Salesforce Success

Investing in Salesforce Success

Roll out is often considered the end of a software or systems project, but the end of every Salesforce project is really just the beginning. Investing...
The 360 on roundCause

The 360 on roundCause

Even on a powerful platform like Salesforce, we’ve all had moments where we need a little bit more. Maybe your nonprofit is using the Non-Profit Starter...
Let it Flow: Salesforce Visual Flows

Let it Flow: Salesforce Visual Flows

A simple, streamlined process can improve data quality and reduce user frustration. Visual Flows are a powerful tool for streamlining and simplifying data entry. After you...
Lego Darth Vader figure holding a red lightsaber.

The Evils of Multi-Select Picklists in Salesforce

None of us likes to limit our choices if we don’t have to, so on its surface Salesforce’s multi-select picklist (MSP) seems like a great field...
Supporting-Turkey-and-Syria-in-Their-Time-of-Need

Supporting Turkey and Syria in Their Time of Need

A magnitude 7.8 earthquake has struck Turkey and Syria, killing thousands and injuring tens of thousands more. Here's how you can help....
Marketing Cloud Social Studio Retirement

Marketing Cloud Social Studio Retirement: What’s Next for Salesforce and Social Media Management?

Planning a migration from Social Studio or looking for a new platform? Sprout Social puts data at your fingertips in one central location....
What Can Slack Do For Higher Education?

What Can Slack Do For Higher Education?

The value of Slack is generated from its ability to connect people, tools, and operations, creating a repository of accessible knowledge....
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Salesforce Spring ’23 Release: What You Need to Know

Salesforce is flying into the New Year with even more features to enhance your users’ experience in the Spring '23 release....
Five Tips For Selecting A CRM Implementation Partner

Five Tips For Selecting A CRM Implementation Partner

No matter which CRM solution your organization implements, the overall success of the implemented technology is tied directly to your partner....
Incorporating Mobile Solutions Into Your Marketing Strategy

Incorporating Mobile Solutions Into Your Marketing Strategy

Incorporating mobile solutions into your nonprofit or higher education marketing strategy is a vital key to modern marketing success....