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?

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?

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

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

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

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

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

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

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

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

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...
Video call grid with many people smiling. Text: CREATING A CULTURE OF CARE

Creating a Culture of Care

I have been working in the Salesforce ecosystem for 10+ years, but my entire career has been dedicated to the mission of various nonprofit organizations like...

Blue sneakers with white clouds painted on them. Text: TOP 10 MOMENTS AT CLOUD FOR GOOD

Top 10 Moments at Cloud for Good

2020 marks the 10th anniversary of Cloud for Good’s founding! While we celebrated the momentous anniversary earlier in the year, we can’t help but look back...

Hands holding a credit card and smartphone. Text: WHY CLOUD FOR GOOD IS EXCITED ABOUT SALESFORCE.ORG ELEVATE

Why Cloud for Good is Excited About Salesforce.org Elevate

Salesforce.org’s Elevate is an innovative new addition to the Salesforce ecosystem of technology solutions, released in Spring 2020. The suite of integrated offerings made available through...

Celebrating National Dog Day: American Kennel Club Goes Live with Service Cloud and Community Cloud

Celebrating National Dog Day: American Kennel Club Goes Live with Service Cloud and Community Cloud

Salesforce has enabled American Kennel Club to serve its dog-loving constituency through technology like never before....
Reporters Committee for Freedom of the Press: Utilizing Technology in the Fight for Press Rights

Reporters Committee for Freedom of the Press: Utilizing Technology in the Fight for Press Rights

The Reporters Committee defends American journalists, scaling their efforts through Salesforce to meet an unprecedented rise in need....
Defending American Dreamers with New York Immigration Coalition + Salesforce

Defending American Dreamers with New York Immigration Coalition + Salesforce

New York Immigration Coalition has delivered unprecedented crisis assistance to its most under-supported immigrant groups through Salesforce....