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

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

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

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

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...
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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

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....
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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

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

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....
Keeping Your Data Safe: Protecting HIPAA with Salesforce

Keeping Your Data Safe: Protecting HIPAA with Salesforce

Before my time at Cloud for Good, I worked for a medical transcription company as a Microsoft Network Administrator.  Soon into my role, HIPAA was introduced...

Cloud for Good Announces New Education Accelerators for Advancement and Recruiting & Admissions

Cloud for Good Announces New Education Accelerators for Advancement and Recruiting & Admissions

March 23, 2021 [Asheville, NC] – Cloud for Good recently unveiled their latest technology offerings to the education sector with the announcement of the Advancement and...

Creating Actionable Data with Cloud for Good’s Advancement Accelerator

Creating Actionable Data with Cloud for Good’s Advancement Accelerator

In a previously published blog, The Complete Picture of Alumni and Donors with Cloud for Good’s Advancement Accelerator, we showed how the connection between the Nonprofit...

How to Get the Most Out of Salesforce's Nonprofit Summit

How to Get the Most Out of Salesforce’s Nonprofit Summit

The first-ever Salesforce Nonprofit Summit is almost a month away! Below are some details on how you can join the amazing speakers, an inspiring community of changemakers, and education breakout sessions...

Why Cloud for Good is Excited About Admissions Connect

Why Cloud for Good is Excited About Admissions Connect

Admissions Connect is a comprehensive new tool from Salesforce.org poised to transform the way recruiting and admissions departments engage with their prospective students in the higher education space.  Built on the Education Data Architecture...

Person using smartphone. Text: 5 STUMBLING BLOCKS TO MIGRATING RECURRING DONORS AND HOW TO OVERCOME THEM

5 Stumbling Blocks to Migrating Recurring Donors and How to Overcome Them

Nonprofit organizations rely on recurring donors to help them deliver ontheir mission. Not only do they provide consistent monthly revenue but, according to Philanthropy News Digest,...