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...

Your Nonprofit Needs a Technology Vision

Nonprofits are great at vision. It’s a strength of mission-driven organizations: picturing a better future comes naturally to the people who work there. These visions get...

Common Pitfalls When Implementing Salesforce for Nonprofits: Custom Record Types

Creating a new, custom record type for everything is a mistake. Learn more about how to maximize your Salesforce investment while customizing only what you need....

Is the Fear of Failure Hurting Your Fundraising?

Fear is a powerful thing. The fear of failure is something that most people struggle with because nobody wants to fail. Learn how the fear of...

PCI Compliance: Why You Should Know What This Means

The Payment Card Data Industry Security Standard - PCI Standard for short - is a baseline of technical and operational requirements to help you protect your...

Cloud for Good is Sponsoring Circles of Success on July 13, 2016

We are excited to announce on July 13, 2016 Cloud for Good will be sponsoring the Salesforce Bay Area Nonprofit User Group Meeting for Circles of...