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...

Unified customer experience with Service Cloud

The need for intuitive customer experiences is at an all-time high. Your customers deserve an intelligently-designed system that will enable, not hinder, their experience with your...

Options for Your Accounting Reconciliation with Salesforce

We often see a disconnect in nonprofit organizations between the fundraising process and the reconciliation of those details into finance. This means the valuable time from...

Reducing technology debt with Salesforce

The Nonprofit Cloud is a tool that is designed to break down departmental silos by increasing collaboration across your organization. In this discussion, we’ll address reasons...

Better Engagement for Donors and Volunteers

Learn how you can better engage your donors and volunteers throughout their entire journey with your organization. From newsletters, preference centers, and an omnichannel experience; we’ll...

Finding a New Home for Your Fundraising

Are you thinking of migrating your organization’s fundraising technology from a legacy system, like Raiser’s Edge, to Salesforce? Let’s dive deep into the differences between your...

Managing Student Success with Advisor Link

Using Salesforce to enroll students is a great choice but using Salesforce to help keep them at your institution is even better! Advisor Link is the...