SEE HOW CLOUD FOR GOOD CAN HELP YOU CREATE MORE VALUE WITH SALESFORCE.
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; allow outsiders to understand your value to the organization; develop confidence that comes when trust is established, etc. But these resources are light on the practical “how to” steps. Enter Salesforce and its internal social network, Chatter.
Volunteers for Salesforce provides tools for managing your organization’s volunteering program. You are able to track who your volunteers are and the hours they have worked, all of your volunteer jobs, both ongoing, and for a specific event, and shifts for specific jobs. The app also provides several Sites pages that you can host in your website to allow people to tell you they want to be a volunteer, or to actually signup for a specific job (and shift).
When working with Salesforce.com (or any system for that matter), following the principles of good governance can make life easier for administrators and users alike by providing a clear and consistent framework to manage change over time and defining processes to resolve conflicting requirements. In our experience, governance is often an evolutionary process, consisting of three stages: Monarchy, Democracy and Republic.
Implementing a constituent relationship management (CRM) application can be a difficult project for organizations with multiple large complex departments. An assessment of the organization’s CRM strategy, staffing, processes, and technology will help you identify the relevant approach, resources, and tools to be put in place to champion a successful implementation. The value is achieving consistent processes, cross departmental coordination, and even driving organizational innovation.
Dreamforce 2013 is over. In theory, you’ve bodily recovered from the walking, talking, learning, and partying. Now what? How can you best leverage all the stuff you did and learned at Dreamforce to finish out 2013 and start 2014 with a bang?
Apsona creates user-friendly, browser-based web applications for CRM and e-commerce. Its offerings include Apsona for Salesforce, a Salesforce.com add-on for improved data manipulation, cross object filtering and reporting, and multi-step reporting, a powerful multi-object reporting tool.
How are you currently generating thank you letters for your donations? More importantly, how can you generate a thank you letter from a donor that has identified 2 or more Designations and possibly spanning one or multiple Budget Years? Read how to use Conga Composer to generate mail merges from Salesforce.
I got into a discussion with a client recently about ethical consulting. I’ve had this discussion with colleagues, co-workers, friends and mentors through the years, but I wanted to take a moment to outline what I believe to be some fundamental premises of the Ethical Consultant and ethical consulting in general within the realm of Salesforce for nonprofits.
KnowWho Inc. is a nationally recognized provider of the most up-to-date federal, state and local government contacts, biographies and advocacy solutions. The majority of premier advocacy providers in the marketplace today are powering their solutions with KnowWho data. In addition, KnowWho is the only provider of government contacts in a Salesforce-ready solution to help users quickly integrate and use KnowWho data in their daily government relations activities.
Each Salesforce organization is housed at one of Salesforce’s data centers. Salesforce calls these groupings of clients instances and it is a good practice as a system administrator to be aware of which instance your organization is on.
Check out Trish Perkins top new features in the Salesforce Winter ’14 release.
