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...

Discover Donor Giving Power Through Wealth Screening

Prospecting within your existing database of constituents is a great place to start your fundraising efforts, but it can be difficult to identify their capacity to...

Nonprofits and Recurring Donations

It has been said that the best things come in small packages and the same can be said of small donations. In particular, ones that are...

Engage Your Constituents with Text Messaging

Communication in a Digital Age Before coming to Cloud for Good, I worked for an organization that provides multiple income and food support services to low-income...

Which Pardot edition do I choose?

When I bought my first car, I hemmed and hawed over which Toyota Celica I wanted, the basic GT or the GT-S. Not to mention all...

Salesforce Advisor Link: A Game Changer for Higher Ed

We hear it time and time again – the higher education landscape is changing. Colleges and universities are competing for the same students with slimmer budgets...

Meet Cloud for Good at WITness Success

WITness Success is a 1½ day, community-led career development event in Colorado where woman in the Salesforce ecosystem meet to learn, network, grow, get inspired and...