Ideas and strategies to help purpose-driven organizations create greater, lasting impact.
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Roll Up Your ROI with Campaign Hierarchies
Campaign Hierarchies use the Parent Campaign field to link any number of child campaigns to a single parent campaign. We provide step-by-step instructions to help you
Chatter is a social networking tool that lives inside Salesforce and helps people collaborate with colleagues. Here are some ideas for how you can start using
Pre-Checking: Good for Baggage, Bad for Email Opt-In
In the case of email opting-in, it pays to hold off on pre-checking any opt-in actions. The theory behind this restraint is that constituents should take
Is a Salesforce Community the Right Fit for Your Nonprofit?
If you can find value in sharing your Salesforce data with constituents, a Salesforce Community might be right for you! Salesforce Communities expand your database beyond
Planned Gifts: Tips and Tricks for Managing in Salesforce
Planned gifts, or legacy gifts, are something we often discuss with clients who use or are looking to use Salesforce to manage fundraising data and processes.
The process of developing your organization’s Annual Report should be a satisfying task of reviewing progress toward your goals, deciding on photos and profiles to include,
Theory of Change is an organization’s set of beliefs and hypotheses about how their activities lead to outcomes that contribute to the overall mission and vision
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…
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
In Salesforce, the Case Object is often used to track a constituent issue or problem that needs resolution. Just like anything else in Salesforce, it can
PCI Compliance: Why You Should Know What This Means
The Payment Card Data Industry Security Standard - PCI Standard for short - is a baseline of technical and operational requirements to help you protect your
Improvements to Your Salesforce – Documenting Database Changes
Making improvements to your Salesforce platform is a process. We have provided some best practices to help you establish clear database improvement policies for your organization.
Salesforce Analytics 101: Organizing Your Reports and Dashboards
Salesforce Analytics (reports and dashboards) are awesome tools to help you view and work with your data, as well as present your data to your supporters.
Registration for Dreamforce 2016 is now open! Take advantage of the discounted registration rate for nonprofits and higher education institution.! Learn, network, and develop your Salesforce
