Thought Leadership

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

Thank You Letters: Leveraging Donation Split & Conga Composer

How are you currently generating thank you letters for your donations? More importantly, how can you generate a thank you letter from a donor that has

The Ethical Consultant

I got into a discussion with a client recently about ethical consulting. I’ve had this discussion with colleagues, co-workers, friends and mentors through the years, but

Going to Dreamforce? Let’s Meet!

Are you going to Dreamforce? Let's schedule a time to meet!

Don’t Be a Fish Out of Water: Preparing for a Salesforce Migration

Each Salesforce organization is housed at one of Salesforce’s data centers. Salesforce calls these groupings of clients instances and it is a good practice as a

Winter ’14 Release: My Favorite Features for Nonprofits

Check out Trish Perkins top new features in the Salesforce Winter '14 release.

Audit Trail – A Hidden Gem

The Audit Trail helps you track the recent Setup changes that you and other administrators have made to your organization. Learn more.

Salesforce Administrators and Puppies

Too often, in my experience, I’ve had clients treat a Salesforce implementation as a discrete moment in time: “We wanted Salesforce, we got Salesforce, we have

The Future is Now: Taking your Chatter Publisher Actions Mobile

Chatter Publisher Publisher actions allow you to perform simple tasks such as creating child records from within the record’s Chatter feed. Read more about publisher.

To CRM or not to CRM: Is that the question?

When evaluating your needs and choosing to implement a CRM solution, I recommend starting by asking the five W’s: Who, What, Where, When and Why.

Custom Code: Are you ready?

It is an interesting dichotomy that while writing custom code allows you to manipulate the system in very sophisticated ways, every bit of custom code that

Latest Posts

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

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) 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)

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

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

Idealware Report: The Landscape of Salesforce for Nonprofits

When our friends at Idealware approached us with their plans to research and write a new report, The Landscape of Salesforce for Nonprofits: A Report on

Salesforce Peer to Peer Fundraising: Click and Pledge

Click & Pledge has pioneered the trend toward individual “peer-to-peer” fundraising. Watch this webinar to learn about their Salesforce integration.

Cloud for Good Welcomes Chad Martin as Director of Digital Services

Written by Cloud for Good Team February 28, 2018 (ASHEVILLE, NC) – Cloud for Good, a Salesforce.com Gold Partner and a Salesforce.org Premium Partner, announced Chad Martin as

Top Five Reasons to Attend the Higher Ed Summit in Washington, DC

The Higher Ed Summit is taking place March 21 - 23, 2018 in Washington, DC. From networking to professional development, we have complied our top five

Top Five Reasons Your K-12 School Should Move to Salesforce

We've explored five reasons why K-12 schools are making the move to Salesforce. From breaking down silos to ensuring students receive the best education, the Salesforce

Salesforce: Managing Animal Welfare Constituents

Organizations that help animals find forever homes are turning to Salesforce to track adopters, donors, volunteers, events and more in a central location. Managing all animal

Facebook Fundraising Trends and the Expanding Nonprofit Technology Landscape

Facebook's waived donation fees and expanded fundraising and disaster relief tools have implications for the crowded nonprofit technology landscape in 2018.

The Benefits of Triggers in Salesforce

With Workflow Rules, Flows, and Process Builder at your fingertips, you may feel like code isn't necessary. However, there are times when code is needed over

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Thank You Letters: Leveraging Donation Split & Conga Composer

The Ethical Consultant

Going to Dreamforce? Let’s Meet!

Don’t Be a Fish Out of Water: Preparing for a Salesforce Migration

Winter ’14 Release: My Favorite Features for Nonprofits

Audit Trail – A Hidden Gem

Salesforce Administrators and Puppies

The Future is Now: Taking your Chatter Publisher Actions Mobile

To CRM or not to CRM: Is that the question?

Custom Code: Are you ready?

Latest Posts

3 Reasons to Start Peer-to-Peer Fundraising Now

Developing a High-Quality Salesforce Solution

Wrapping Up NTEN’s Nonprofit Technology Conference with Radian6

User Acceptance Testing (UAT) Isn’t Scary!

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

Life After Raiser’s Edge

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

Using Salesforce for Performance Monitoring and Program Evaluation

Idealware Report: The Landscape of Salesforce for Nonprofits

Salesforce Peer to Peer Fundraising: Click and Pledge

Cloud for Good Welcomes Chad Martin as Director of Digital Services

Top Five Reasons to Attend the Higher Ed Summit in Washington, DC

Top Five Reasons Your K-12 School Should Move to Salesforce

Salesforce: Managing Animal Welfare Constituents

Facebook Fundraising Trends and the Expanding Nonprofit Technology Landscape

The Benefits of Triggers in Salesforce