Thought Leadership

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

Latest Posts

What You Should Do Before an Enterprise-Wide CRM Implementation

Implementing a constituent relationship management (CRM) application can be a difficult project for organizations with multiple large complex departments. An assessment of the organization's CRM strategy,...

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....

Cloud for Good at Higher Education Dreamin’

Cloud for Good is excited to announce our sponsorship of the first annual Higher Education Dreamin’ conference....

Shining a Spotlight on the Cloud for Good Staff

The results of our 2021 staff engagement survey were our best yet, with most levels seeing positive increases over our 2020 and 2019 surveys....

Cloud for Good Recognized as a Salesforce Summit Partner

Cloud for Good announced its acclaimed recognition as a Salesforce Summit Partner, the highest tier a Salesforce partner can achieve....

Julie Laurie, Director of Professional Services

The Cloud Team SEE HOW CLOUD FOR GOOD CAN HELP YOU CREATE MORE VALUE WITH SALESFORCE. Julie Laurie, Director of professional services Location: Calgary, Alberta As...

Blackbaud Discontinued Crystal Reports – Now What?

Blackbaud recently announced the end of support of a few applications hosted in their Citrix environments, including Crystal Reports (CT). Find out how Salesforce Tableau can...