Thought Leadership

Ideas and strategies to help purpose-driven organizations create greater, lasting impact.

Latest Posts

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....

Custom Code: Are you ready?

It is an interesting dichotomy that while writing custom code allows you to manipulate the system in very sophisticated ways, every bit of custom code that...

At Project’s End: Separation Anxiety and User Adoption

Some of the biggest angst for my clients comes at the end of a project. Wrapping up an implementation brings all sorts of mixed feelings: pride...

12 Ways Dreamforce is Hard

Read 12 reasons why Dreamforce is hard to wait for. See you at Dreamforce 2013....

Best (of the Best) Practice with Salesforce

There’s a lot of talk about Best Practice in the nonprofit sector, and having consulted on projects large and small, I want to take moment to...

Better Living Through Training and Documentation

As a system administrator, it’s not only your job to ensure that reports are created, data is kept clean, and new fields and workflows are created....

Ensuring Training Success

Whether you arrange for training from a consultant, manage it yourself, or use some combination of the two, there are a few techniques you can employ...

Using Salesforce to Cultivate Donor Relationships

From finding new donors, growing gifts from existing supporters, or managing the back-end fundraising efforts, Salesforce helps organizations establish and grow donor relationships in addition to...

Ready To Start With Your Implementation? Think Again

You choose a platform, signed with an awesome implementation partner who can translate your needs into technology, and you are extremely excited to get started. Wait…...

The Power of US Hub

Are you sometimes confused about where to go to get the answers you need in using Salesforce at your nonprofit? As you may have discovered there...

Highlights from TrailblazerDX: Data, Artificial Intelligence, and CRM

Learn more about the new, upcoming technical innovations on the Salesforce platform and how those new tools and features could help organizations work smarter, as announced...

Fact or Fiction: Advancement on Salesforce

In the dynamic realm of advancement, navigating through evolving technologies can be a daunting task. Let's review the facts and fictions of advancement on Salesforce....

The Impact of Cloud for Good’s Managed Services for Your Salesforce Technology

Nurturing your Salesforce org is pivotal in creating a data environment that allows our businesses to thrive. So, what does the equivalent of a new health...

Salesforce Spring ‘24 Release: What You Need to Know

We've pulled out the highlights from the Salesforce Spring '24 Release Notes that our customers are sure to love....

Introduction to Nonprofit Cloud for Fundraising

Nonprofit Cloud for Fundraising streamlines donor engagement, fundraising, and outcomes through data-driven approaches....

Investment In Overhead Improves Outcomes

NOTE: This blog was originally posted on Forbes. Read it here. In ancient Egypt, the Nile River provided fertile land for farming, but the annual floods...