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....

Account Models in NPSP Added to Nonprofits 101

We are continuing to add to and update our Nonprofits 101 manual - the Salesforce user manual for nonprofit organizations. This article will over what account...

Celebrate the Year of the Awesome Admin (or How Users and Stakeholders Can Win Their Salesforce Admin’s Heart)

There are many blogs out in the Salesforce ecosystem about being an Admin, a Developer, a Partner or other Salesforce Professional, but very few to provide...

Exciting Times To Be Part of the Salesforce Ecosystem

From where I am standing today, it is hard to rewind back to 8 years ago when I joined the Salesforce ecosystem. At that time, the...

Grants Management in NPSP 3.0 Added to Nonprofits 101

We are in the process of updating and adding to our Nonprofits 101 manual - the Salesforce user manual for nonprofit organizations. We recently added an...

Giving Back – My Day Volunteering At Cradles to Crayons

Donating to a charity is a great way to ensure that their mission is accomplished, but there is something so much more rewarding about being able...

Six Simple Steps to Improve Your Salesforce User Experience

When configuring your Salesforce org, it is important to present your data in a manner that makes it easy for your users to access and interpret....