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....

Discover Donor Giving Power Through Wealth Screening

Prospecting within your existing database of constituents is a great place to start your fundraising efforts, but it can be difficult to identify their capacity to...

Nonprofits and Recurring Donations

It has been said that the best things come in small packages and the same can be said of small donations. In particular, ones that are...

Engage Your Constituents with Text Messaging

Communication in a Digital Age Before coming to Cloud for Good, I worked for an organization that provides multiple income and food support services to low-income...

Which Pardot edition do I choose?

When I bought my first car, I hemmed and hawed over which Toyota Celica I wanted, the basic GT or the GT-S. Not to mention all...

Salesforce Advisor Link: A Game Changer for Higher Ed

We hear it time and time again – the higher education landscape is changing. Colleges and universities are competing for the same students with slimmer budgets...

Meet Cloud for Good at WITness Success

WITness Success is a 1½ day, community-led career development event in Colorado where woman in the Salesforce ecosystem meet to learn, network, grow, get inspired and...