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...

Resilience, Recovery, Reimagining: How Salesforce Can Help Hospitals Survive COVID-19

The COVID-19 pandemic has exposed the incredible weaknesses that currently exist in the American public health system. While the strengths and selfless bravery of our medical...

Cloud for Good is Great Place to Work Certified for the 7th Year in a Row

Asheville, North Carolina – February 23, 2021 – Cloud for Good has been certified as a Great Place to Work for the 7th year in a row....

Salesforce Spring ’21 Release Recap

One of my favorite things about Salesforce is that it is constantly evolving, with regular releases three times a year. These releases include many new features....

An Interview with Omatic: Connecting Accounting + Fundraising Departments with Salesforce Integration

Accounting and fundraising are two connected, yet disparate, departments found within most nonprofit organizations. While the departments are intrinsically linked, the data that each side maintains...

The Complete Picture of Alumni and Donors with Cloud for Good’s Advancement Accelerator

As a continuation of our Gift Processing with Cloud for Good’s Advancement Accelerator blog published last month, I wanted to dive deeper into the connection between...

Keeping Your Data Safe: Finding Peace of Mind With Salesforce

Security has been one of the most prevailing through-lines of 2020 and 2021. Through taking donor information over the phone from our home offices, increased cyber-attacks,...