Thought Leadership

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

Latest Posts

Questions to Ask Before Your Next Data Migration

Questions to Ask Before Your Next Data Migration

If your nonprofit is considering a data migration in the near future, you can start planning now by asking some preliminary question....
Security vs Convenience: Securing Your Salesforce Org

Security vs Convenience: Securing Your Salesforce Org

When implementing Salesforce, we rightly focus on designing the system; what data do we need to input and the reports and dashboards we want as output....
3 Reasons to Start Peer-to-Peer Fundraising Now

3 Reasons to Start Peer-to-Peer Fundraising Now

There are a lot of factors that go into running a great peer-to-peer fundraising campaign. But before you delve into the planning phase, realizing its full...
Developing a High-Quality Salesforce Solution

Developing a High-Quality Salesforce Solution

Salesforce makes it simple to quickly create useful solutions for your business. “Modify your database schema - no DBA required!” “Clicks - not code!” “Become an...
Wrapping Up NTEN's Nonprofit Technology Conference with Radian6

Wrapping Up NTEN’s Nonprofit Technology Conference with Radian6

NTEN’s Nonprofit Technology Conference (NTC) took place March 13 through the 15th. Using Salesforce Radian6 we took a look at the conversations happening around the 2014...
User Acceptance Testing (UAT) Isn’t Scary!

User Acceptance Testing (UAT) Isn’t Scary!

User Acceptance Testing (UAT) is process of verifying that a solution works for the user. The solution, in this case, is Salesforce and the processes we've...
5 Ways to Make it Easy for People to Fill Out Your Form (And Decrease the Dropout Rate)

5 Ways to Make it Easy for People to Fill Out Your Form (And Decrease the Dropout Rate)

Your forms should be easy to understand. A cluttered layout and vague language are just some of the hurdles that could trip up your respondents. Here's...
Life After Raiser’s Edge

Life After Raiser’s Edge

While Raiser’s Edge is still one of the most common fundraising solutions for nonprofit organizations, it is about time to say out loud what our clients...
Preparing for Your Data Import: Some Useful Excel Tips and Tricks

Preparing for Your Data Import: Some Useful Excel Tips and Tricks

Data migration is often referred as the most painful part of the implementation process. This blog post includes many tips and tricks for cleaning your data...
Using Salesforce for Performance Monitoring and Program Evaluation

Using Salesforce for Performance Monitoring and Program Evaluation

Salesforce can be a powerful tool that can enable an effectively implemented evaluation. However, there are ways to use Salesforce for program evaluation successfully, and some...
Salesforce-Summer-22-Release-What-You-Need-To-Know-1

Salesforce Summer ’22 Release: What You Need to Know

The Salesforce Summer ’22 Release is packed with intuitive new features, updates, and functionalities sure to enhance your instance....
Laptop showing salesforce.org logo surrounded by icons. Text: UNDERSTANDING THE NEW VISION + VOCABULARY OF MARKETING CLOUD

Understanding the New Vision + Vocabulary of Marketing Cloud

Salesforce recently shared its vision for the next generation of Marketing Cloud, including many commonly used products being rebranded....
Four smiling coworkers posing with a bear mascot. Text: KEY TAKEAWAYS FROM SALESFORCE CONNECTIONS 2022

Key Takeaways from Salesforce Connections 2022

Salesforce Connections brings together the brightest minds in digital marketing and commerce from across the ecosystem....
Cloud for Good is the Salesforce.org 2022 Nonprofit Consulting Partner of the Year

Cloud for Good is the Salesforce.org 2022 Nonprofit Consulting Partner of the Year

Cloud for Good has been recognized as the Salesforce.org Nonprofit Consulting Partner of the Year for the fourth consecutive year....
The Role of Data Warehouses in Higher Education Technology Strategies

The Role of Data Warehouses in Higher Education Technology Strategies

A data warehouse supports a lean, performant CRM to help propel staff forward without stashing legacy data in an inaccessible local archive....