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Thought Leadership

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

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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
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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.
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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.
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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
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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
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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
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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
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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
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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
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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
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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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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
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Salesforce1 Mobile App

Salesforce1 Mobile App

The possibilities are endless with Salesforce1, the Salesforce mobile app which gives you access to your data allowing you to continue to add and improve upon
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Salesforce Nonprofit Dashboards: Not Just For Fundraising

Salesforce Nonprofit Dashboards: Not Just For Fundraising

If you’ve made the jump to Salesforce, your fundraisers are probably already using dashboards to quickly evaluate the health of their donation pipeline, track the progress
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NPSP and NGO Connect Product Roadmaps

NPSP and NGO Connect Product Roadmaps

Dreamforce 2014 was filled with lots of exciting announcements of new Salesforce products, features, and functionality. I'm greatly looking forward to what's in store for both
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Lightning Strikes Dreamforce - What It Means for Your Organization

Lightning Strikes Dreamforce – What It Means for Your Organization

What is Salesforce Lightning, and why is it important? Fundamentally, Lightning is a set of tools that allow organizations to customize the way they use Salesforce
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Clicktools Surveys: Collecting Constituents Feedback in Salesforce

Clicktools Surveys: Collecting Constituents Feedback in Salesforce

Clicktools is an online survey creating/capturing solution available through the Salesforce AppExchange. Offering organizations the ability to integrate customer feedback into their Salesforce database. Considered one
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Integrating Google Apps and Salesforce: A Bridge Between Clouds

Integrating Google Apps and Salesforce: A Bridge Between Clouds

Since most of us spend a large percentage of our day in our email boxes, bridging your Salesforce and Google Apps accounts in imperative. Doing so
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