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My parents liked to work with their hands – I learned to sew from my mother, and basic carpentry from my father. In both cases, the old adage of “measure twice, cut once” applied to what I was learning, and I often return to this principle when working with Salesforce. I’ve previously written about how organizations can support implementations for the long haul and considerations for best practice, but this blog is intended to be a reflection on how organizations can better “measure twice” during a Salesforce implementation and extend its functionality. Because in Salesforce, it’s easy to “cut once,” but cutting twice or more can sometimes mean substantial amounts of time and effort revising data, data architecture, and programming within the platform.

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This blog post is part of the “Apps for Good Webinars” where awesome AppExchange providers like Click and Pledge, Conga, and Scribe will demo their applications and how nonprofit and educational organizations can use them to collect online donations, integrate with Google Apps, or create online forms. Register for future webinars here.

roundCause is the best in class constituent engagement suite available on Salesforce.com for fundraising, development, volunteers, grants and event management. roundCause is being implemented throughout the Salesforce nonprofit and higher ed ecosystem. It is designed as a native tool thus allowing you to implement the application and easily extend Salesforce into other areas of your nonprofit’s programs/services and social enterprise departments.

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One of the biggest obstacles to using Work.com to effectively manage goals was that it wasn’t integrated with Salesforce.com, so there was no automated way to record progress – instead, someone had to manually go in and update progress against goals. Although not insurmountable, anything that requires manual entry should (in my opinion) be avoided like the plague! In the last year Salesforce.com has worked to address this shortcoming and added several important enhancements that make it worth taking another look at.

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Do you have an innovative idea that can create a positive impact around the world?

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One of the simplest steps you can take to maintain the integrity of your Salesforce data is to implement automated unit tests. The up-front work is a bit technical, but the result is priceless!

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Roll out is often considered the end of a software or systems project, but the end of every Salesforce project is really just the beginning. Investing in knowledge, data quality and user engagement can help an organization achieve success with Salesforce.

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causeview

Causeview is a robust fundraising application created by BreakEven, Inc. It’s meant to be a fully automated solution that out of the box gives you everything you need to manage donors, volunteers and events.

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Even on a powerful platform like Salesforce, we’ve all had moments where we need a little bit more. Maybe your nonprofit is using the Non-Profit Starter Pack (NPSP) for a while and you’ve found that you need more robust support for managing your fundraising and your donors’ preferences. Maybe you’re new to Salesforce and you know that you need it tailored to complex nonprofit business processes. Either way, when your nonprofit reaches a certain point in your approach to CRM, it may be time to consider an application like roundCause. roundCause is a comprehensive application for nonprofits built on the Salesforce platform. It has a robust set of features for fundraising, marketing and communications, events, and overall relationship management. It offers 360 degree view of your donors and volunteers, as well as empowering you to track and increase constituent engagement.

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Migrating from Luminate

Action for Healthy Kids Migrates from Luminate Migrated from Convio Luminate to Salesforce and utilized

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Up and Running on the Salesforce Platform within Less Than a Month Client Moishe House,

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Sports programs salesforce

Client Coaching Corps works to improve the health, educational and social outcomes for kids living in

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Workshop management salesforce

Using the Power of the Force.com Platform to Manage Workshops, Track Attendance, and Deliver a State

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