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....
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A New Shift in Fundraising Strategy Could Actually Make Us Happier

There is a provocative change happening right before our eyes in the world of fundraising. Nonprofits are raising more money than ever before, and today’s nonprofits...
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Nonprofit Tech Strategies for the Season of Giving

Guest post By Sean Alpert, Senior Director of Product Marketing, Salesforce It’s hard to wrap your head around how large nonprofits have become, how many crucial...

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Igniting Education Reform Through Salesforce

The Salesforce platform is great for organizations who are working to reform education. Implementing Salesforce allows your organization to develop a strategic plan to manage your...
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Advocacy Tools for Salesforce

Advocacy organizations and organizations that are working to influence policy can choose from a number of cloud-based technology options to connect with constituents and policymakers. We’ve...

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Making Sense of the Marketing Cloud

Salesforce is an excellent tool for tracking information about constituents, programs, fundraising, and so much more. But when you want to add marketing functionality to your...

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Hundreds of Nonprofits Attended Salesforce World Tour in NYC

On November 18, Cloud for Good attended the Salesforce World Tour in NYC and had the opportunity to meet with hundreds of local nonprofits utilizing Salesforce...