Thought Leadership

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

Latest Posts

Explore by Topic:

  • Industry

  • Topic / Function

  • Product / Service

5 Key Items to Run a Successful Salesforce Implementation

5 Key Items to Run a Successful Salesforce Implementation

When implementing new technology into your organization or expanding your existing system, a little bit of planning can go a long way in ensuring the success
Questions to Ask Before Your Next Data Migration

Questions to Ask Before Your Next Data Migration

If your nonprofit is considering a data migration in the near future, you can start planning now by asking some preliminary question.
Security vs Convenience: Securing Your Salesforce Org

Security vs Convenience: Securing Your Salesforce Org

When implementing Salesforce, we rightly focus on designing the system; what data do we need to input and the reports and dashboards we want as output.
3 Reasons to Start Peer-to-Peer Fundraising Now

3 Reasons to Start Peer-to-Peer Fundraising Now

There are a lot of factors that go into running a great peer-to-peer fundraising campaign. But before you delve into the planning phase, realizing its full
Developing a High-Quality Salesforce Solution

Developing a High-Quality Salesforce Solution

Salesforce makes it simple to quickly create useful solutions for your business. “Modify your database schema - no DBA required!” “Clicks - not code!” “Become an
Wrapping Up NTEN's Nonprofit Technology Conference with Radian6

Wrapping Up NTEN’s Nonprofit Technology Conference with Radian6

NTEN’s Nonprofit Technology Conference (NTC) took place March 13 through the 15th. Using Salesforce Radian6 we took a look at the conversations happening around the 2014
User Acceptance Testing (UAT) Isn’t Scary!

User Acceptance Testing (UAT) Isn’t Scary!

User Acceptance Testing (UAT) is process of verifying that a solution works for the user. The solution, in this case, is Salesforce and the processes we've
5 Ways to Make it Easy for People to Fill Out Your Form (And Decrease the Dropout Rate)

5 Ways to Make it Easy for People to Fill Out Your Form (And Decrease the Dropout Rate)

Your forms should be easy to understand. A cluttered layout and vague language are just some of the hurdles that could trip up your respondents. Here's
Life After Raiser’s Edge

Life After Raiser’s Edge

While Raiser’s Edge is still one of the most common fundraising solutions for nonprofit organizations, it is about time to say out loud what our clients
Preparing for Your Data Import: Some Useful Excel Tips and Tricks

Preparing for Your Data Import: Some Useful Excel Tips and Tricks

Data migration is often referred as the most painful part of the implementation process. This blog post includes many tips and tricks for cleaning your data

Latest Posts

The Power of US Hub - Cloud for Good

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 - Cloud for Good

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
Email to Case - An Overview - Cloud for Good

Email to Case – An Overview

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
Why Cloud for Good is Excited About Dreamforce

Why Cloud for Good is Excited About Dreamforce

I have been inspired by Dreamforce every year since 2005, so I decided to take the majority of the Cloud for Good team to Dreamforce this
Choosing the Right Email Provider for Your Salesforce - Cloud for Good

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.
Choosing Between the NPSP and Standard EE - Cloud for Good

Choosing Between the NPSP and Standard EE

When you apply for the Power of Us grant you need to select between two trial configurations the EE + NPSP (“Pre-configured for Donor Management”) or
Data Migration: Apsona for Salesforce- Cloud for Good

Data Migration: Apsona for Salesforce

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

Reporting Calculus with Analytic Snapshots

One of my esteemed clients recently asked me whether they could track attendance in their Saturday classes over a semester or a school year. They wanted

Graphic of a small house with snow on roof and the number 13 in the snow.

Winter 13 Release for Nonprofits – Sales Cloud

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

Consultant vs. Volunteer Help with Salesforce?

Salesforce.com generously donates their top grade—Enterprise—version of the application to nonprofits. Nonprofits get ten licenses and for many organizations, that is more than enough to make

Time to leave Blackbaud & Move Salesforce

Why Now Is the Time to Leave Blackbaud and Build a Smarter Salesforce Foundation

Nonprofits and higher education advancement teams are outgrowing legacy fundraising systems. Learn why now is the right time to move from Blackbaud to Salesforce and build
SALESFORCE HEADLESS 360

SALESFORCE HEADLESS 360: Busting the Myths Around Headless 360 

The concerns are understandable. The answers are more reassuring than most organizations expect.
Salesforce for Healthcare

Salesforce for Healthcare: Improving Patient Engagement and Care Coordination

Healthcare organizations today operate in a highly digital environment. From electronic health records to scheduling systems and billing platforms
What Is Salesforce Headless 360 and Why Does It Matter 

What Is Salesforce Headless 360 and Why Does It Matter 

A new capability is available to Salesforce organizations, and it is generating a lot of conversation.
CFG2026_Blog - 1

The Digital Government Imperative: Why Salesforce is Transforming State and Local Services

State and local agencies are at an inflection point. Citizens expect Amazon-grade experiences. Budgets are shrinking. Legacy systems are holding progress hostage.
Software Fragmentation - 1

Why Long-Term Salesforce Partnerships Matter More Than Fragmented Integrations 

Digital transformation has led many organizations to adopt a growing number of tools to support their operations.