Thought Leadership

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

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Improvements to Your Salesforce - Documenting Database Changes

Improvements to Your Salesforce – Documenting Database Changes

Making improvements to your Salesforce platform is a process. We have provided some best practices to help you establish clear database improvement policies for your organization.
Salesforce Analytics 101: Organizing Your Reports and Dashboards

Salesforce Analytics 101: Organizing Your Reports and Dashboards

Salesforce Analytics (reports and dashboards) are awesome tools to help you view and work with your data, as well as present your data to your supporters.
Content Builder Adds Pizazz to Marketing Cloud

Content Builder Adds Pizazz to Marketing Cloud

Content Builder is Marketing Cloud’s new cross-channel content app. It’s been in beta for over a year and it will be fully released this July. If
Dreamforce 2016 Registration is Open!

Dreamforce 2016 Registration is Open!

Registration for Dreamforce 2016 is now open! Take advantage of the discounted registration rate for nonprofits and higher education institution.! Learn, network, and develop your Salesforce
Stages of CRM Adoption

Stages of CRM Adoption

Through my work as a Salesforce consultant I believe there are three key levels or “energy states” an organization can potentially occupy. They run from low-adoption,
Data Validation for Your Salesforce Project

Data Validation for Your Salesforce Project

It's time for data validation. Here are some tips and tricks to making sure that you get your data looking exactly like you want it.
Data Proofing Your Salesforce Data

Data Proofing Your Salesforce Data

Data is a nonprofits best friend and should be treated as one of it's most powerful tools. Consider the information your organization may be recording on
Leveraging NPSP's Employer Gift Match Functionality to Take Your Fundraising to the Next Level

Leveraging NPSP’s Employer Gift Match Functionality to Take Your Fundraising to the Next Level

We all know that managing matching gifts can be a frustrating process for nonprofits, but it is becoming a far simpler and more worthwhile endeavor. The
Come See Us at the Salesforce World Tour in Washington, DC!

Come See Us at the Salesforce World Tour in Washington, DC!

The Salesforce World Tour is in Washington, DC on Thursday, April 28. There are many great sessions for nonprofits. We look forward to seeing you there!
Connecting the Clouds with Marketing Cloud Connect

Connecting the Clouds with Marketing Cloud Connect

The newest update of Marketing Cloud Connect allows organizations to seamlessly connect their constituent data from Salesforce CRM with the communication, automation, and analytics tools in

Latest Posts

How Dreamforce Changed Me

How Dreamforce Changed Me

For me, 2013 was the first year I was able to attend Dreamforce and I must say I had no clue what to expect. Sure I
White Paper: Becoming a Connected Organization

White Paper: Becoming a Connected Organization

Wondering about the Nonprofit Starter Pack or NGO Connect? We have done all the leg work for you! Download this free white paper to navigate the
How Dreamforce Changed Me

10 Reasons Your Nonprofit Should Attend Dreamforce

You may be asking yourself, “But why should my nonprofit attend? Isn’t it just another tech conference?” To answer this question I’ve put together the following
Blue background with salesforce and NGO Connect logos.

Become a Connected Organization with NGO Connect

If you are a major gift manager, super fundraiser, or a volunteer mobilizer, you have a great reason to get excited. The Salesforce Foundation has recently
Making Your Back Office Hum with Salesforce

Making Your Back Office Hum with Salesforce

All companies, whether for or nonprofit, need to hire and onboard new employees. In many cases, the hiring process may be run through a job board
Your Organization Needs a Salesforce Administrator – Could It Be You?

Your Organization Needs a Salesforce Administrator – Could It Be You?

Written by Cloud for Good Team At many nonprofits, and in particular at smaller organizations, staff members tend to wear many hats. There may not be

So, you think you want to upgrade to NPSP 3.0...

So, you think you want to upgrade to NPSP 3.0…

The NPSP 3.0 brings lots of great new features for nonprofits on Salesforce. Here's what you should consider and what you need to do to upgrade.
The Community’s Salesforce Hidden Gems

The Community’s Salesforce Hidden Gems

In an effort to unveil “hidden” best features of Salesforce I asked people on the Hub recently to share their tips. The responses I received were

Cloud for Good Named to Inc. 500 List

Inc. magazine ranked Cloud for Good No. 434 on the 2014 Inc. 500|5000, an exclusive ranking of the nation's fastest-growing private companies. The list represents the
Tearing the Wrapping Paper Off Cumulus / NPSP 3.0

Tearing the Wrapping Paper Off Cumulus / NPSP 3.0

The Salesforce Foundation has updated their Nonprofit Starter Pack application, and the new release gives us plenty of reasons to be as excited as a young
Salesforce1 Mobile App

Salesforce1 Mobile App

The possibilities are endless with Salesforce1, the Salesforce mobile app which gives you access to your data allowing you to continue to add and improve upon
Salesforce Nonprofit Dashboards: Not Just For Fundraising

Salesforce Nonprofit Dashboards: Not Just For Fundraising

If you’ve made the jump to Salesforce, your fundraisers are probably already using dashboards to quickly evaluate the health of their donation pipeline, track the progress
NPSP and NGO Connect Product Roadmaps

NPSP and NGO Connect Product Roadmaps

Dreamforce 2014 was filled with lots of exciting announcements of new Salesforce products, features, and functionality. I'm greatly looking forward to what's in store for both
Lightning Strikes Dreamforce - What It Means for Your Organization

Lightning Strikes Dreamforce – What It Means for Your Organization

What is Salesforce Lightning, and why is it important? Fundamentally, Lightning is a set of tools that allow organizations to customize the way they use Salesforce
Clicktools Surveys: Collecting Constituents Feedback in Salesforce

Clicktools Surveys: Collecting Constituents Feedback in Salesforce

Clicktools is an online survey creating/capturing solution available through the Salesforce AppExchange. Offering organizations the ability to integrate customer feedback into their Salesforce database. Considered one
Integrating Google Apps and Salesforce: A Bridge Between Clouds

Integrating Google Apps and Salesforce: A Bridge Between Clouds

Since most of us spend a large percentage of our day in our email boxes, bridging your Salesforce and Google Apps accounts in imperative. Doing so