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...

The Role of Data Warehouses in Nonprofit Technology Strategies

Written by Kestryl Lowrey and Stephen Earheart When you migrate to Salesforce, you become deeply familiar with your organization’s data—the volume, the quality, and the insights...

Getting the Most From Technology With Salesforce Digital 360

Salesforce Digital 360 has become the new industry standard for creating more meaningful customer experiences through digital-first solutions. Connecting the power of marketing, commerce, and online...

What Can Marketing Cloud Do for Education?

Often campuses come to Cloud for Good with their data spread out across various systems, departments, and sometimes even spreadsheets. Because of this, they lack a...

Apprenticeship Fund Announces Salesforce Investment in Cloud for Good

Achieve Partners’ newest deal backs solutions provider to help close talent gap in fast-growing Salesforce ecosystem August 19, 2021 [New York, New York] – Achieve Partners...

Measuring Your Impact With Salesforce Tableau

You know you are making a difference in your communities, but do you know how to showcase that impact to your grantmakers, board members, donors, and...

How Culture Makes Cloud for Good a Great Place to Work

Cloud for Good was recently recognized as one of the 2021 Best Small & Medium Workplaces™ by Great Place to Work® and Fortune magazine. This is Cloud for...