Thought Leadership

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

Latest Posts

Apsona Mail Merge for Salesforce

Running monthly or yearly statements for your households can be a daunting task, from creating a report in your Salesforce instance --to exporting the data to...

4 Steps to Integrate Social Media Into Your Campaigns

4 Steps to Integrating Social Media into Successful Campaigns, is a helpful guide for understanding and using social media to meet your campaign goals....

Salesforce Sandbox and How To Use It

Who doesn’t like the idea of a sandbox? You can get creative, get dirty, and get better at what you’re looking to accomplish. Salesforce has some...

Volunteer Management in Salesforce

There are a handful of Salesforce apps that specialize in volunteer management, three of which stood out for me; HandsOn Connect, Volunteers for Salesforce, and Skillanthropy....

5 Ways to Get Staff on Board with Chatter

Learn how Kids Included Together implemented a social chatter approach across their organizations. Read more to learn about their 5 tips for keeping it social....

You Can Do Anything With Salesforce

Implementing Salesforce so that it can do “anything” requires leadership, capacity, and lots of expectations management. Learn why....

Three Ways To Make Sure that Your Next Big Software Project Is A Success

Buying a new fundraising CRM or replacing your finance and HR systems are big investments with critical outcomes. How can you make sure that big software...

4.5 Great Ways to use Pinterest and Salesforce

It hasn't exploded yet like the #askforce twitter channel, but it is gaining traction. Here are the top 5 ways Pinterest and Salesforce go together, like...

Why Integrations and Clean Manageable Data Help Change the World

For your non-profit, nothing can be more helpful than good, clean data. How to can you do that? Capitalize on integrations....

5 Key Items to Run a Successful Salesforce Implementation

When implementing new technology into your organization or expanding your existing system, a little bit of planning can go a long way in ensuring the success...

Salesforce Winter ’22 Release: What You Need to Know

In the Salesforce Winter ’22 Release, there are a number of intuitive new features, updates, and functionalities sure to benefit your Salesforce instance. Admins and Developers...

Leveraging Salesforce CRM for the University of Vermont Office of Research (OVPR)

Following the considerable success the University of Vermont (UVM) found using Salesforce Marketing and Service Cloud to safely and efficiently reopen their campus in the wake...

Dreamforce 2021 for the Nonprofit and Education Sectors: A Hybrid Experience

Dreamforce 2021 Some of our Goodies received an exclusive invitation to attend Dreamforce 2021 live in person! While this was undeniably exciting, it was also slightly...

Solving the Salesforce Talent Gap

Salesforce today is a much different company than it was when I first entered the ecosystem in 2005. I was what they call an “accidental admin”...

Save the Date: Giving Tuesday 2021

Giving Tuesday 2021 is just 60 days away, but don’t stress, if you haven’t started planning yet, you still have time. When is Giving Tuesday 2021?...

How Cloud for Good Gives Back To Our Communities

2020 was, by all accounts, a landmark year for Cloud for Good. Not only was it the company’s tenth anniversary, but it also marked the launch...