Thought Leadership

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

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CRM is Exactly What Your Nonprofit Needs

I recently had a conversation with a colleague about the advantages and disadvantages of using a constituent relationship management (CRM) system such as Salesforce to manage

Stack of three printed forms: Sign Up, Survey, Contact Us.

How to Integrate Online Forms with Salesforce.com?

There are number of ways to integrate your online website forms with Salesforce. How do they compare? We did the leg work for you and below

Latest Posts

Nonprofit Starter Pack 3.0 - It’s Come a Long Way Baby

Nonprofit Starter Pack 3.0 – It’s Come a Long Way Baby

Nonprofit Starter Pack - where its been and where it is going and why you should consider upgrading to the soon to be released Version 3.0.
Celebrating the You in Community: Why Salesforce Just Does It Better

Celebrating the You in Community: Why Salesforce Just Does It Better

You are the Community that sets Salesforce apart as a an exceptional customer company. Don't believe me? See how your involvement makes the product grow.
Click & Pledge Event Management

Click & Pledge Event Management

Many nonprofits hold fundraising events as a way of generating awareness deepening constituent engagement and, of course, raising money. Events take a lot of planning, hard
Make it Awesome: Salesforce and Eventbrite

Make it Awesome: Salesforce and Eventbrite

Eventbrite is an ideal solution for nonprofit events. So why do nonprofit orgs with Salesforce shy away from it? Here's four ways to make it awesome.
Work.com: Time for Another Look

Work.com: Time for Another Look

One of the biggest obstacles to using Work.com to effectively manage goals was that it wasn’t integrated with Salesforce.com, so there was no automated way to
Salesforce Scheduled Unit Tests

Salesforce Scheduled Unit Tests

One of the simplest steps you can take to maintain the integrity of your Salesforce data is to implement automated unit tests. The up-front work is
Investing in Salesforce Success

Investing in Salesforce Success

Roll out is often considered the end of a software or systems project, but the end of every Salesforce project is really just the beginning. Investing

Salesforce Implementation: Measure Twice, Cut Once

My parents liked to work with their hands – I learned to sew from my mother, and basic carpentry from my father. In both cases, the

The 360 on roundCause

The 360 on roundCause

Even on a powerful platform like Salesforce, we’ve all had moments where we need a little bit more. Maybe your nonprofit is using the Non-Profit Starter
Let it Flow: Salesforce Visual Flows

Let it Flow: Salesforce Visual Flows

A simple, streamlined process can improve data quality and reduce user frustration. Visual Flows are a powerful tool for streamlining and simplifying data entry. After you
Roll Up Your ROI with Campaign Hierarchies

Roll Up Your ROI with Campaign Hierarchies

Campaign Hierarchies use the Parent Campaign field to link any number of child campaigns to a single parent campaign. We provide step-by-step instructions to help you
Take Note! Migrating Notes to New Content Notes in Salesforce

Take Note! Migrating Notes to New Content Notes in Salesforce

The Notes & Attachments related list is on the way out. Content Notes and Files will replace these features, and both have major advantages over the

How Businesses Must Adapt to a 21st Century Workforce

This post was originally published on the Salesforce blog. From self-driving cars to personalized marketing journeys, the world is changing and it is changing fast. In many

Why Chatter is Great for Nonprofits

Why Chatter is Great for Nonprofits

Chatter is a social networking tool that lives inside Salesforce and helps people collaborate with colleagues. Here are some ideas for how you can start using
Pre-Checking: Good for Baggage, Bad for Email Opt-In

Pre-Checking: Good for Baggage, Bad for Email Opt-In

In the case of email opting-in, it pays to hold off on pre-checking any opt-in actions. The theory behind this restraint is that constituents should take
Salesforce Analytics 101: Report Types

Salesforce Analytics 101: Report Types

When you’re creating a Salesforce report, the first thing you have to choose, before you even get to the report builder, is the Report Type. The