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...

National Aquarium: Using Technology to Traverse Turbulent Waters with National Aquarium

Learn how Salesforce helped National Aquarium navigate the turbulent waters of COVID-19 and prepare for a post-pandemic world....

Fundraising During a Crisis is All About Relationships: The Human Rights Watch Story

Human Rights Watch is navigating the changing market to bring in funds and find new donors with Salesforce....

5 Tips for Higher Education Institutions and Nonprofit Organizations Working Remotely

The Rise of Remote Workers When the internet was born in the 1980s, employers began allowing employees to work from their own home offices. As technology...

5 Tips to Become a Successful Online Student

Colleges and Universities nationwide are moving their curriculums online as a result of the spreading COVID-19 pandemic. While this sudden wave of change washing over our...

Celebrating B Corp Month: A Global Movement

Cloud for Good has been a certified B Corporation since 2013. Read to learn more about how much our employees love being apart of a B...

Testing Environment Strategies in Marketing Cloud

Many Salesforce Marketing Cloud users look to create a testing environment much like what exists with Sales Cloud CRM. With the Salesforce CRM (a.k.a. Sales Cloud)...