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...

Modern Day Advancement on Salesforce

Download the Modern Day Advancement on Salesforce whitepaper to learn more about how there is no platform better suited to serve advancement teams than Salesforce.

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What to Expect from the Summer ’21 Release

There are several new, exciting tools for Salesforce Administrators in the Salesforce Summer ’21 Release, such as Learning Paths and the Active Licenses tab. Additionally, there...

Recapping the First Salesforce Nonprofit Summit Sessions

On April 21, 2021, Salesforce.org brought together an international Nonprofit Community for the very first Nonprofit Summit. Held virtually, this inaugural event featured appearances from inspiring...

Inferring Gender for Personalized Ads on Social Media

As a frequent Salesforce Social Studio user, I often find myself exploring the new avenues that the tool offers. While diving into a Cloud for Good-specific...

How Zero to Three Improves Childhood Development Through Salesforce Technology

Salesforce technology has played an increasingly prevalent role in the delivering of Zero to Three’s mission....

What Can Salesforce Do For Nonprofits?

Salesforce brings over 150K companies and their customers together through the power of connective technology. There have been great blogs and videos released explaining how the expansive platform works to help break...