Thought Leadership

Ideas and strategies to help purpose-driven organizations create greater, lasting impact.

Latest Posts

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...

Cloud for Good Goes to Washington for NTC14

It’s that time of year everyone - the Nonprofit Technology Network has opened up voting for proposed sessions at the 2014 Nonprofit Technology Conference. We at...

Process Builder and Cloud for Good Donation Split: A Case Study in Awesomeness

A case study in how to make Cloud for Good's Donation Split even better with Process Builder....

Which Salesforce Instance Am I On and Why Do I Care?

"Salesforce Instance" is one of those terms that many people assume they know - like what Wi-Fi stands for. Click here to know all about it....

Making Salesforce Chatter Work for Your Nonprofit

As a leader at your nonprofit - whether you are the Executive Director, Chief Information Officer, Salesforce Administrator, or motivated staff member, it’s up to you...

Salesforce Foundation Higher Education Summit 2015

Last week I had the pleasure of participating in the 3rd annual Salesforce Higher Education Summit at the University of Miami. I was joined by our...

Migrating from Common Ground to NGO Connect: Tips for Migration

Switching between two systems is always a tough process. The data migration, getting used to something new, having to change the way you and your team...

Talk To Your Data

Every day there should be a conversation that happens between you and the data inside of your Salesforce instance. Starting that conversation is not always easy...