Thought Leadership

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

Latest Posts

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...
Pattern of padlocks. Text: KEEPING YOUR DATA SAFE: FINDING PEACE OF MIND WITH SALESFORCE

Keeping Your Data Safe: Finding Peace of Mind With Salesforce

Security has been one of the most prevailing through-lines of 2020 and 2021.  Through taking donor information over the phone from our home offices, increased cyber-attacks,...

Person smiling at laptop. Text: CRAFTING A CONSTITUENT-CENTRIC EXPERIENCE IN THE POST-PANDEMIC WORLD

Crafting A Constituent-Centric Experience In The Post-Pandemic World

NOTE: This blog was originally posted on Forbes. Read it here. There’s no denying the profound impact COVID-19 has had on our society. Strategies and methodologies...

Network nodes graphic over a graduation cap. Text: GIFT PROCESSING WITH CLOUD FOR GOOD'S ADVANCEMENT ACCELERATOR

Gift Processing With Cloud for Good’s Advancement Accelerator

As outlined in Tal Frankfurt and Kestryl Lowrey’s illuminating examination on Salesforce Advancement for Higher Education, the Nonprofit Success Pack (NPSP) features vast, untapped potential for...

People walking up stairs. Text: USING MARKETING CLOUD AS A LEAD FUNNEL TOOL, PART 2

Using Marketing Cloud as a Lead Funnel Tool, Part 2

Welcome back to our exploration of using Marketing Cloud as a lead funnel! If you haven’t yet, make sure to catch up on Part 1 of...

What Is My Salesforce Instance and When Will I Need It?

What Is My Salesforce Instance and When Will I Need It?

Much like knowing how many and what kind of licenses you have, whether you’re on Salesforce’s Sales or Service Cloud, or if you have the Enterprise...

Empowering Latino Families with Hispanic Scholarship Fund + Salesforce: From Luminate CRM to Nonprofit Success Pack

Empowering Latino Families with Hispanic Scholarship Fund + Salesforce: From Luminate CRM to Nonprofit Success Pack

Salesforce integrations have allowed the Hispanic Scholarship Fund to stay flexible and greatly enhance digital marketing capabilities....