Thought Leadership

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

Latest Posts

Salesforce Agentforce for Health

Salesforce Agentforce for Health: What It Is, What It Can Do, and Why It Matters Now 

Healthcare organizations are not struggling because they lack technology. They are struggling because they lack capacity. Staff is stretched thin. Administrative tasks are piling up. And...

Salesforce Agentforce for Government

Salesforce Agentforce for Government: The AI Layer That Is Redefining State and Local Service Delivery 

State and local governments face growing service demands, persistent workforce shortages, and rising expectations for digital experiences. While many agencies have modernized their core systems, frontline...

Before Your AI Investment Pays Off,

Before Your AI Investment Pays Off, Your Data Has to Be Ready. 

Every credit union leader I work with right now is navigating the same tension: the board wants an AI strategy, the technology budget isn't unlimited, and...
Your CRM Should Grow With You. BBCRM Cannot

Your CRM Should Grow With You. BBCRM cannot.

For nonprofits still running on Blackbaud CRM, the question is no longer whether to move. It is how soon, and how well....
Stratus for Blackbaud Migration

Stratus for Blackbaud Migration: A Smarter Path to Salesforce 

Nonprofits and higher education institutions are outgrowing legacy Blackbaud systems. Explore why organizations are moving to Salesforce and how Cloud for Good supports a structured, strategic...
Agentforce Education Migration

Agentforce Education Migration: Helping Your Student Data Work Smarter

Academic records. Advising notes. Financial aid flags. Engagement history. Years of it, carefully built across your Salesforce environment by the people who show up every day...
From Go-Live to Real Value What Credit Unions Actually Need From an FSC Implementation

From Go-Live to Real Value: What Credit Unions Actually Need From an FSC Implementation

See how the right FSC implementation strategy helps credit unions unify member data, support AI initiatives, improve adoption, and deliver consistent service experiences....
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...
Talk To Your Data

Talk To Your Data

Every day there should be a conversation that happens between you and the data inside of your Salesforce instance. Starting that conversation is not always easy...
Top 5 Chrome Extensions for Salesforce Administrators

Top 5 Chrome Extensions for Salesforce Administrators

If you’re a Salesforce admin or power user, listen up! There are some great community-developed Chrome extensions meant specifically to enhance the Salesforce user experience. Have...
Making it Seamless: Autolaunched Flows and Custom Settings

Making it Seamless: Autolaunched Flows and Custom Settings

How autolaunched flows can help your users, and how you can combine them with custom settings to make your life as an administrator easier....
Top 10 Single Largest Nonprofit Fundraising Events of 2014

Top 10 Single Largest Nonprofit Fundraising Events of 2014

Last year, Rallybound produced their inaugural infographic: Top 10 Single Largest Nonprofit Fundraising Events. In keeping with this tradition, they have recently released their new infographic...
Target Your Constituents with the Right Message at the Right Time

Target Your Constituents with the Right Message at the Right Time

Automate your email, mobile, and social marketing to ensure you reach the right people in your network with the right messaging at the right time to...
My Favorite Things: Apsona for Salesforce

My Favorite Things: Apsona for Salesforce

Apsona for Salesforce is an app available on the AppExchange.  It is a supplement to your existing Salesforce that significantly expands your ability to work with your...