Ideas and strategies to help purpose-driven organizations create greater, lasting impact.
Latest Posts
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...
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....
As a leader at your nonprofit - whether you are the Executive Director, Chief Information Officer, Salesforce Administrator, or motivated staff member, it’s up to you...
Migrating from Common Ground to NGO Connect: Tips for Migration
Switching between two systems is always a tough process. The data migration, getting used to something new, having to change the way you and your team...
Every day there should be a conversation that happens between you and the data inside of your Salesforce instance. Starting that conversation is not always easy...
