Ideas and strategies to help purpose-driven organizations create greater, lasting impact.
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Data Segmentation: Categorize Your Constituents With Salesforce
There are many ways to categorize your data. After you understand how you’d like to categorize your constituents, the next step is thinking about how to
The Salesforce Lead standard object holds records representing individual people, typically as part of a sales process in the B2B (business-to-business) model. Using the Leads object
Writing strong, concise survey questions will get you the data that you need. We've shared some best practices for collecting information from your constituents.
Implementing a Major Donor Strategy Using Salesforce Tools
There are several ways to manage major donors in Salesforce. Depending on the size of your development team and formal fundraising processes utilized, your organization may
Five Tips for Customizing the Lightning Experience
Customizing Salesforce's Lightning Experience is more involved than just changing page layouts, but it's also more powerful. We share five tips to help you customize the
Leveraging Salesforce and HEDA for Student Recruitment
In the face of a more competitive and increasingly diverse recruitment pool, it's important for higher education institutions to leverage recruitment data and analytics to identify
3 Considerations for Your First Nonprofit Drip Program
Nonprofit drip programs shouldn't feel overwhelming. In fact, your first nonprofit drip program can be very simple. Let us help guide you through this process and
Major Donors: Cultivating and Implementing A Salesforce Strategy
Major donors and the strategies around managing these portfolios can be one of the trickiest beasts to tame. Let's explore how you can match highlights of
Choosing the Right Email Provider for Your Salesforce
We reviewed the common email service providers who offer Salesforce integration including MyEmma, VerticalReponse, iContact, ExactTarget, and MailChimp.
Apsona for Salesforce is another exceptionally useful ETL (Export Transform Load) app, with some unique advantages that make it an essential tool to keep in your
Winter ’13 has more surprises for us in the nonprofit community, the Sales Cloud are the ones aimed specifically at the development directors who help keep
Seeing vs Doing: Understanding Learning Styles for Successful Training
Identifying learning styles among your users doesn’t need to involve having each user take a quiz or survey. You can likely identify some personality traits or
Everyone at Cloud for Good is passionate about nonprofits. I love hearing about all the different organizations everyone is involved with - the variety allows us
