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....

The Role of Data Warehouses in Nonprofit Technology Strategies

Written by Kestryl Lowrey and Stephen Earheart When you migrate to Salesforce, you become deeply familiar with your organization’s data—the volume, the quality, and the insights...

Getting the Most From Technology With Salesforce Digital 360

Salesforce Digital 360 has become the new industry standard for creating more meaningful customer experiences through digital-first solutions. Connecting the power of marketing, commerce, and online...

What Can Marketing Cloud Do for Education?

Often campuses come to Cloud for Good with their data spread out across various systems, departments, and sometimes even spreadsheets. Because of this, they lack a...

Apprenticeship Fund Announces Salesforce Investment in Cloud for Good

Achieve Partners’ newest deal backs solutions provider to help close talent gap in fast-growing Salesforce ecosystem August 19, 2021 [New York, New York] – Achieve Partners...

Measuring Your Impact With Salesforce Tableau

You know you are making a difference in your communities, but do you know how to showcase that impact to your grantmakers, board members, donors, and...

How Culture Makes Cloud for Good a Great Place to Work

Cloud for Good was recently recognized as one of the 2021 Best Small & Medium Workplaces™ by Great Place to Work® and Fortune magazine. This is Cloud for...