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....

Salesforce.Org Acquired roundCorner, What’s Next?

Nonprofit organizations and higher education institutions continue to choose Salesforce to manage their programs, admission, fundraising, marketing and everything in between. Salesforce has become the gold...

Cloud for Good Secures Spot on 100 Top Impact Companies

Asheville, NC, January 8, 2019 – on January 7, Cloud for Good was ranked 51 on Real Leaders, Big Path Capital and B Lab’s 2019 list of...

Happy Holidays from Cloud for Good

Cheers to a Great Year: Client Successes in 2018 Throughout the year, I have had the privilege of witnessing hundreds of incredible mission-driven organizations realize the...

Blockchain Is Reestablishing Trust In Nonprofits

NOTE: This blog was originally posted on Forbes. Read it here. Bitcoin and hundreds of other blockchain-based cryptocurrencies are on the rise, allowing a new form of...

Understanding Our Clients Through Volunteering

Being part of the Cloud for Good team means that helping nonprofits is an everyday part of our job. We have the tools and the team...