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Thought Leadership

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

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Creating Donor Journeys to Increase Fundraising

Creating Donor Journeys to Increase Fundraising

Significant changes to the digital communication landscape help savvy organizations pivot to better engage their supporters. Salesforce Marketing Cloud’s Journey Builder allow sophisticated, intelligent donor journeys
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Having Fun and Playing Salesforce

Having Fun and Playing Salesforce

While a Constituent Relationship Management (CRM) platform is a must for many organizations, Salesforce can also be fun. We provide tips so your nonprofit can have
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How The Sausage Gets Made: Vetting Your Business Processes

How The Sausage Gets Made: Vetting Your Business Processes

If your organization sometimes feels like a rodent warren of haphazard business processes, there are some things you can do to make them better. Start by
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Best of Salesforce Winter ’18 Lightning Features for Nonprofits

Best of Salesforce Winter ’18 Lightning Features for Nonprofits

Each Salesforce release brings new and updated features to the platform. We explore some of the best Lightning features for nonprofits in the Winter '18 Release.
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Salesforce can Help with US Tax Receipts for Donors

Salesforce can Help with US Tax Receipts for Donors

Donors are crucial to your nonprofit's success. They are required to have a written acknowledgement of any single contribution over $250 to claim it on their
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Harness the Power of Your Constituent Network with Relationship Tracking in NPSP

Harness the Power of Your Constituent Network with Relationship Tracking in NPSP

Relationships as a general idea are fundamental to Salesforce. After all, Salesforce is a CRM – or constituent relationship management – tool. Let's explore how to
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Data Segmentation: Categorize Your Constituents With Salesforce

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
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Salesforce Leads: Pros and Cons for Nonprofits

Salesforce Leads: Pros and Cons for Nonprofits

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
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Back to School: Research Methods 101 - Surveys

Back to School: Research Methods 101 – Surveys

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.
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Slice, Dice, and Dedupe Data - What's The Right Tool for Data Cleanup?

Slice, Dice, and Dedupe Data – What’s The Right Tool for Data Cleanup?

There are many tools out there to assist with data cleanup and it's not always easy to know which one to choose. We have explored several
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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

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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
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Unified customer experience with Service Cloud

Written by Cloud for Good Team The need for intuitive customer experiences is at an all-time high. Your customers deserve an intelligently-designed system that will enable,

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Options for Your Accounting Reconciliation with Salesforce

Written by Cloud for Good Team We often see a disconnect in nonprofit organizations between the fundraising process and the reconciliation of those details into finance.

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Reducing technology debt with Salesforce

Written by Cloud for Good Team The Nonprofit Cloud is a tool that is designed to break down departmental silos by increasing collaboration across your organization.

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Hands using a laptop on a video call. Text: BETTER ENGAGEMENT WITH DONORS AND VOLUNTEERS

Better Engagement for Donors and Volunteers

Written by Cloud for Good Team Learn how you can better engage your donors and volunteers throughout their entire journey with your organization. From newsletters, preference

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Hand dropping a coin into a jar. Text: FINDING A NEW HOME FOR YOUR FUNDRAISING

Finding a New Home for Your Fundraising

Written by Cloud for Good Team Are you thinking of migrating your organization’s fundraising technology from a legacy system, like Raiser’s Edge, to Salesforce? Let’s dive

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Smiling woman working at a computer. Text: MANAGING STUDENT SUCCESS WITH ADVISOR LINK

Managing Student Success with Advisor Link

Written by Cloud for Good Team Using Salesforce to enroll students is a great choice but using Salesforce to help keep them at your institution is

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