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...

Is it Time to Spring Clean Your Fundraising Database?

Data Cleanliness Since many nonprofits rely on fundraising to support their cause, the accuracy and cleanliness of all donor and supporter data are imperative to your...

Relieving the Pain of a Data Migration to Salesforce

Making the move from a legacy system, like Raiser's Edge? We have shared tips and tools to help you relieve the pain that many face during...

Top Ten Chrome Extensions for Salesforce Consultants and Administrators

We've shared our list of the top 10 Chrome extensions for Salesforce Administrators. These extensions can help save you time and energy....

Engaging Staff to Use Salesforce

You're organization has chosen Salesforce as your Constituent Relationship Management (CRM) platform. Engage your users to be active with the platform by following these tips....

7 Ways Salesforce Einstein Makes Your Nonprofit or University Smarter

Einstein Analytics provides additional insights into the data you are storing in Salesforce. We've presented seven ways that Einstein can make your organization smarter!...

Streamline Your Merge Documents with Conditional Logic

Acknowledgment letters and other documents are key to making sure your donors and other supporters feel recognized. Streamline your merge documents with conditional logic in Salesforce....