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....
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...
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
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) 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)
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...
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
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
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...
Significant changes to the digital communication landscape help savvy organizations pivot to better engage their supporters. Salesforce Marketing Cloud’s Journey Builder allow sophisticated, intelligent donor journeys...
While a Constituent Relationship Management (CRM) platform is a must for many organizations, Salesforce can also be fun. We provide tips so your nonprofit can have...
How The Sausage Gets Made: Vetting Your Business Processes
If your organization sometimes feels like a rodent warren of haphazard business processes, there are some things you can do to make them better. Start by...
Best of Salesforce Winter ’18 Lightning Features for Nonprofits
Each Salesforce release brings new and updated features to the platform. We explore some of the best Lightning features for nonprofits in the Winter '18 Release....
Salesforce can Help with US Tax Receipts for Donors
Donors are crucial to your nonprofit's success. They are required to have a written acknowledgement of any single contribution over $250 to claim it on their...
Harness the Power of Your Constituent Network with Relationship Tracking in NPSP
Relationships as a general idea are fundamental to Salesforce. After all, Salesforce is a CRM – or constituent relationship management – tool. Let's explore how to...
