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....
Theory of Change is an organization’s set of beliefs and hypotheses about how their activities lead to outcomes that contribute to the overall mission and vision...
Data cleanliness in Salesforce is important. Explore these tips to keep your data clean throughout the year and kick-off your spring cleaning with the most recent...
Colleges and universities implementing the Salesforce platform have a wealth of options for building a system that supports every department on campus. The Higher Education Data...
