Thought Leadership

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

Latest Posts

Recovering from Dreamforce

Dreamforce 2013 is over. In theory, you've bodily recovered from the walking, talking, learning, and partying. Now what? How can you best leverage all the stuff...

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....

Celebrating 15 Years of Cloud for Good

To celebrate 15 years of Cloud for Good, we’re taking a look at a collection of numbers and stories (fifteen of them in total) to reflect...

CARE + Cloud for Good: A Trusted Long-Term Partnership in Technology Transformation

Cloud for Good has been privileged to build a strong longstanding relationship with CARE and be CARE’s trusted partner on technology needs, support its long-term success...

Why Cloud for Good is Excited About Salesforce Data Cloud for Direct Response Customers

For years, nonprofits have relied on data warehouses to manage the large volumes of data required for effective direct mail campaigns, but now Salesforce has us...

Lessons Learned from Giving Tuesday: Maximize Your Success with Omnichannel Marketing Best Practices

In this blog, we’ll explore how to create and deliver standout Giving Tuesday marketing campaigns that boost donor engagement and maximize Giving Tuesday fundraiser results with...

Considerations for Migrating from NPSP to Salesforce Nonprofit Cloud: Identify the Impact to Your AppExchange Partners and Technology Stack Integrations

Salesforce Nonprofit Success Pack (NPSP) has been a reliable and effective solution for the nonprofit space, but many nonprofit organizations and industry leaders have also embraced Salesforce...

Goodies Give Back: Celebrating the Season of Giving Year-Round

The season of giving has always been a time for us to pause, count our blessings, and reflect on what we are grateful for. It is...