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...

Is it Time to Spring Clean Your Fundraising Database?

Data Cleanliness Since many nonprofits rely on fundraising to support their cause, the accuracy and cleanliness of all donor and supporter data are imperative to your...

Relieving the Pain of a Data Migration to Salesforce

Making the move from a legacy system, like Raiser's Edge? We have shared tips and tools to help you relieve the pain that many face during...

Top Ten Chrome Extensions for Salesforce Consultants and Administrators

We've shared our list of the top 10 Chrome extensions for Salesforce Administrators. These extensions can help save you time and energy....

Engaging Staff to Use Salesforce

You're organization has chosen Salesforce as your Constituent Relationship Management (CRM) platform. Engage your users to be active with the platform by following these tips....

7 Ways Salesforce Einstein Makes Your Nonprofit or University Smarter

Einstein Analytics provides additional insights into the data you are storing in Salesforce. We've presented seven ways that Einstein can make your organization smarter!...

Streamline Your Merge Documents with Conditional Logic

Acknowledgment letters and other documents are key to making sure your donors and other supporters feel recognized. Streamline your merge documents with conditional logic in Salesforce....