Thought Leadership

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

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CRM is Exactly What Your Nonprofit Needs

I recently had a conversation with a colleague about the advantages and disadvantages of using a constituent relationship management (CRM) system such as Salesforce to manage

Stack of three printed forms: Sign Up, Survey, Contact Us.

How to Integrate Online Forms with Salesforce.com?

There are number of ways to integrate your online website forms with Salesforce. How do they compare? We did the leg work for you and below

Latest Posts

Avoiding Growing Pains Through Good Governance

Avoiding Growing Pains Through Good Governance

When working with Salesforce.com (or any system for that matter), following the principles of good governance can make life easier for administrators and users alike by
What You Should Do Before an Enterprise-Wide CRM Implementation - Cloud for Good

What You Should Do Before an Enterprise-Wide CRM Implementation

Implementing a constituent relationship management (CRM) application can be a difficult project for organizations with multiple large complex departments. An assessment of the organization's CRM strategy,
Recovering from Dreamforce - Cloud for Good

Recovering from Dreamforce

Dreamforce 2013 is over. In theory, you've bodily recovered from the walking, talking, learning, and partying. Now what? How can you best leverage all the stuff
Thank You Letters: Leveraging Donation Split & Conga Composer - Cloud for Good

Thank You Letters: Leveraging Donation Split & Conga Composer

How are you currently generating thank you letters for your donations? More importantly, how can you generate a thank you letter from a donor that has
The Ethical Consultant - Cloud for Good

The Ethical Consultant

I got into a discussion with a client recently about ethical consulting. I’ve had this discussion with colleagues, co-workers, friends and mentors through the years, but
Going to Dreamforce? Let's Meet! -Cloud for Good

Going to Dreamforce? Let’s Meet!

Are you going to Dreamforce? Let's schedule a time to meet!
Don't Be a Fish Out of Water: Preparing for a Salesforce Migration - Cloud for Good

Don’t Be a Fish Out of Water: Preparing for a Salesforce Migration

Each Salesforce organization is housed at one of Salesforce’s data centers. Salesforce calls these groupings of clients instances and it is a good practice as a

Winter ’14 Release: My Favorite Features for Nonprofits

Check out Trish Perkins top new features in the Salesforce Winter '14 release.
Icon of a person with a backpack looking at a sign or map.

Audit Trail – A Hidden Gem

The Audit Trail helps you track the recent Setup changes that you and other administrators have made to your organization. Learn more.
Salesforce Administrators and Puppies - Cloud for Good

Salesforce Administrators and Puppies

Too often, in my experience, I’ve had clients treat a Salesforce implementation as a discrete moment in time: “We wanted Salesforce, we got Salesforce, we have
AI Agents in Education_ Highlights of the Education Summit 2025 Keynote

AI Agents in Education: Highlights of the Education Summit 2025 Keynote

The Education Summit 2025 Keynote opened our eyes to all the innovations and ways the higher education space can use AI agents and Agentforce to empower
3 Ways Cloud for Good Managed Services Empower Salesforce Administrators

3 Ways Cloud for Good Managed Services Empower Salesforce Administrators

Here are three ways Cloud for Good's Managed Services offering empowers Salesforce admins.
Visionary CIOs Shaping the Future of Nonprofit and Education_ Highlights of Cloud for Good’s CIO for Good Summit in New York City

Visionary CIOs Shaping the Future of Nonprofit and Education: Highlights of Cloud for Good’s CIO for Good Summit in New York City

We kicked off 2025 with our CIO for Good Summit in New York City. The summit is the second of its kind, following in the heels
Preparing Your Salesforce Environment for AI in 2025 with Managed Services

Preparing Your Salesforce Environment for AI in 2025 with Managed Services

If using AI in Salesforce to elevate your organization’s impact and workflows is a goal you want to accomplish in 2025, here are the key steps
Data Cloud for Education_ Creating Meaningful Relationships Across the Student Lifecycle

Data Cloud for Education: Creating Meaningful Relationships Across the Student Lifecycle

Many innovative and modern technology solutions for the education industry are available today that higher education institutions can utilize to unify, unlock, and bring meaning to
Where to Find Cloud for Good at Education Summit 2025

Where to Find Cloud for Good at Education Summit 2025

If meeting and connecting with Cloud for Good at Education Summit 2025 is a top priority on your agenda, here are all the industry events, customer