Thought Leadership

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...

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....

To CRM or not to CRM: Is that the question?

When evaluating your needs and choosing to implement a CRM solution, I recommend starting by asking the five W’s: Who, What, Where, When and Why....

Become a Connected Organization with NGO Connect

If you are a major gift manager, super fundraiser, or a volunteer mobilizer, you have a great reason to get excited. The Salesforce Foundation has recently...

Making Your Back Office Hum with Salesforce

All companies, whether for or nonprofit, need to hire and onboard new employees. In many cases, the hiring process may be run through a job board...

Your Organization Needs a Salesforce Administrator – Could It Be You?

At many nonprofits, and in particular at smaller organizations, staff members tend to wear many hats. There may not be someone who has “administer Salesforce” written...

So, you think you want to upgrade to NPSP 3.0…

The NPSP 3.0 brings lots of great new features for nonprofits on Salesforce. Here's what you should consider and what you need to do to upgrade....

The Community’s Salesforce Hidden Gems

In an effort to unveil “hidden” best features of Salesforce I asked people on the Hub recently to share their tips. The responses I received were...

Cloud for Good Named to Inc. 500 List

Inc. magazine ranked Cloud for Good No. 434 on the 2014 Inc. 500|5000, an exclusive ranking of the nation's fastest-growing private companies. The list represents the...