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....

Dreamforce 2021 and the Future of Events

Have you heard the news? Dreamforce 2021 is going to be a (partially) in-person event this year! But before you pack up your Astro plushie, book...

Recapping the 8th Annual Education Summit

On June 16, 2021, Salesforce and their co-sponsoring school, The University of Colorado, brought together an international Education Community for the 8th Annual Education Summit. For...

Blackbaud Announces End of Life For Luminate CRM: What’s Next For Nonprofits?

It’s official: Blackbaud will shut down and cease all support for Luminate CRM (LCRM) on June 30, 2022. While this information might not come as a...

Cloud for Good is the Salesforce.org Partner of the Year

June 3, 2021 [Asheville, NC] – Cloud for Good has been recognized as the 2021 Salesforce.org Premium Partner of the Year, Nonprofit AMER for the third...

What Can Salesforce Do for Education?

Salesforce technology is the engine of innovation for over 150K companies across industries and sectors. For the education space, specifically, Salesforce has revolutionized the way campuses are...

How to Get the Most From the Education Summit

For the second year in a row, Salesforce’s Education Summit is being brought to you in a completely virtual environment – allowing for border-breaking networking and...