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...

Unified customer experience with Service Cloud

The need for intuitive customer experiences is at an all-time high. Your customers deserve an intelligently-designed system that will enable, not hinder, their experience with your...

Options for Your Accounting Reconciliation with Salesforce

We often see a disconnect in nonprofit organizations between the fundraising process and the reconciliation of those details into finance. This means the valuable time from...

Reducing technology debt with Salesforce

The Nonprofit Cloud is a tool that is designed to break down departmental silos by increasing collaboration across your organization. In this discussion, we’ll address reasons...

Better Engagement for Donors and Volunteers

Learn how you can better engage your donors and volunteers throughout their entire journey with your organization. From newsletters, preference centers, and an omnichannel experience; we’ll...

Finding a New Home for Your Fundraising

Are you thinking of migrating your organization’s fundraising technology from a legacy system, like Raiser’s Edge, to Salesforce? Let’s dive deep into the differences between your...

Managing Student Success with Advisor Link

Using Salesforce to enroll students is a great choice but using Salesforce to help keep them at your institution is even better! Advisor Link is the...