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,...
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...
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...
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...
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....
Top Five Reasons Your K-12 School Should Move to Salesforce
We've explored five reasons why K-12 schools are making the move to Salesforce. From breaking down silos to ensuring students receive the best education, the Salesforce...
Organizations that help animals find forever homes are turning to Salesforce to track adopters, donors, volunteers, events and more in a central location. Managing all animal...
Facebook Fundraising Trends and the Expanding Nonprofit Technology Landscape
Facebook's waived donation fees and expanded fundraising and disaster relief tools have implications for the crowded nonprofit technology landscape in 2018....
With Workflow Rules, Flows, and Process Builder at your fingertips, you may feel like code isn't necessary. However, there are times when code is needed over...
The information your nonprofit gets out of Salesforce is only as good as the information your organization puts into it. Use webforms to collect useful and...
