Thought Leadership

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

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Using Salesforce for Performance Monitoring and Program Evaluation

Salesforce can be a powerful tool that can enable an effectively implemented evaluation. However, there are ways to use Salesforce for program evaluation successfully, and some

Idealware Report: The Landscape of Salesforce for Nonprofits

When our friends at Idealware approached us with their plans to research and write a new report, The Landscape of Salesforce for Nonprofits: A Report on

Salesforce Peer to Peer Fundraising: Click and Pledge

Click & Pledge has pioneered the trend toward individual “peer-to-peer” fundraising. Watch this webinar to learn about their Salesforce integration.

Where Is My Salesforce Data?!

One of the most common complaints on the various forums that serve the nonprofit community is that data has somehow either mysteriously disappeared, or that it

You CAN Do It: Moving Metadata Between Production Instances

When implementing a new Salesforce instance from an existing one, sometimes it’s not just the data you need to move. It’s the heavy stuff: Metadata. Without

Why a System Administrator Profile Is Not For Everyone

Before assigning the System Administrator profile to a user, think carefully about the power and responsibility you are conveying on that user and try to right-size

Using Field Trip App to Clean Up Your Salesforce Instance

So how do you go about identifying fields that are underutilized? The folks at Qandor developed a great app called Field Trip that is perfect for

Salesforce Peer-to-Peer Fundraising E-Book

Written by Cloud for Good Team Cloud for Good is proud to release the first edition of our Salesforce Peer-to-Peer Fundraising E-Book. Our E-Book provides an

Why CRM Implementations Fail and How to Avoid It

Know that the clearer your vision, the more ready, supportive of, and willing for change, and the more you understand your own desired outcomes and metrics,

Make it Flatter with Chatter: 5 Ways to Break Down Organizational Silos

Breaking down organizational silos sounds easy. Any Internet search will yield articles with advice, most of which boils down to improving your communication: Share information widely;

Latest Posts

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

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

Marketing Cloud Social Studio Retirement: What’s Next for Salesforce and Social Media Management?

Planning a migration from Social Studio or looking for a new platform? Sprout Social puts data at your fingertips in one central location.

What Can Slack Do For Higher Education?

The value of Slack is generated from its ability to connect people, tools, and operations, creating a repository of accessible knowledge.

Salesforce Spring ’23 Release: What You Need to Know

Salesforce is flying into the New Year with even more features to enhance your users’ experience in the Spring '23 release.

Five Tips For Selecting A CRM Implementation Partner

No matter which CRM solution your organization implements, the overall success of the implemented technology is tied directly to your partner.

Incorporating Mobile Solutions Into Your Marketing Strategy

Incorporating mobile solutions into your nonprofit or higher education marketing strategy is a vital key to modern marketing success.

Maximizing Your Advancement Investment with Salesforce

Salesforce represents a shift in the momentum for so many institutions looking to modernize and build for the future of advancement success.

Thought Leadership

Latest Posts

Explore by Topic:

Industry

Topic / Function

Product / Service

Using Salesforce for Performance Monitoring and Program Evaluation

Idealware Report: The Landscape of Salesforce for Nonprofits

Salesforce Peer to Peer Fundraising: Click and Pledge

Where Is My Salesforce Data?!

You CAN Do It: Moving Metadata Between Production Instances

Why a System Administrator Profile Is Not For Everyone

Using Field Trip App to Clean Up Your Salesforce Instance

Salesforce Peer-to-Peer Fundraising E-Book

Why CRM Implementations Fail and How to Avoid It

Make it Flatter with Chatter: 5 Ways to Break Down Organizational Silos

Latest Posts

CRM is Exactly What Your Nonprofit Needs

How to Integrate Online Forms with Salesforce.com?

Marketing Cloud Social Studio Retirement: What’s Next for Salesforce and Social Media Management?

What Can Slack Do For Higher Education?

Salesforce Spring ’23 Release: What You Need to Know

Five Tips For Selecting A CRM Implementation Partner

Incorporating Mobile Solutions Into Your Marketing Strategy

Maximizing Your Advancement Investment with Salesforce