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...

Dreamforce 2021 and the Future of Events

Have you heard the news? Dreamforce 2021 is going to be a (partially) in-person event this year! But before you pack up your Astro plushie, book...

Recapping the 8th Annual Education Summit

On June 16, 2021, Salesforce and their co-sponsoring school, The University of Colorado, brought together an international Education Community for the 8th Annual Education Summit. For...

Blackbaud Announces End of Life For Luminate CRM: What’s Next For Nonprofits?

It’s official: Blackbaud will shut down and cease all support for Luminate CRM (LCRM) on June 30, 2022. While this information might not come as a...

Cloud for Good is the Salesforce.org Partner of the Year

June 3, 2021 [Asheville, NC] – Cloud for Good has been recognized as the 2021 Salesforce.org Premium Partner of the Year, Nonprofit AMER for the third...

What Can Salesforce Do for Education?

Salesforce technology is the engine of innovation for over 150K companies across industries and sectors. For the education space, specifically, Salesforce has revolutionized the way campuses are...

How to Get the Most From the Education Summit

For the second year in a row, Salesforce’s Education Summit is being brought to you in a completely virtual environment – allowing for border-breaking networking and...