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There’s a lot of talk about Best Practice in the nonprofit sector, and having consulted on projects large and small, I want to take moment to relate this concept to implementing Salesforce. So much of a Salesforce implementation happens outside of Salesforce, I find that organizations eager for change and growth can lose sight of this when in the midst of an implementation project.
Causeview: Combines all of your donor management activities into one simple and powerful system. It manages donations, campaigns, events, receipts, acknowledgements, major gifts, and provides powerful reports. It’s on the cloud; access it anywhere in the world.
As a system administrator, it’s not only your job to ensure that reports are created, data is kept clean, and new fields and workflows are created. It is also to make sure that your colleagues, the end users, are properly trained and feel comfortable in the Salesforce.com environment.
Whether you arrange for training from a consultant, manage it yourself, or use some combination of the two, there are a few techniques you can employ to ensure everyone comes out of the experience as confident and enthusiastic as possible.
Easily generate custom proposals, account plans, contracts, presentations and emails with content from multiple objects and related lists. Works with Word, Excel, PowerPoint, PDF forms and HTML email in single, batch and scheduled operations.
From finding new donors, growing gifts from existing supporters, or managing the back-end fundraising efforts, Salesforce helps organizations establish and grow donor relationships in addition to the donation cycle from pledge to payment. Learn how.
You choose a platform, signed with an awesome implementation partner who can translate your needs into technology, and you are extremely excited to get started. Wait… are you really ready to start the implementation?
From our experience at Cloud for Good this is not always the case. Many organizations want to start the implementation immediately after they chose their implementation partner. Everyone wants to get up and running on the new system as soon as possible. To make sure that you and your organization are ready, you should review and answer the questions in this post.
Are you sometimes confused about where to go to get the answers you need in using Salesforce at your nonprofit? As you may have discovered there are many resources available for Salesforce users including the Answers community on Salesforce, LinkedIn groups, Google groups and more but wouldn’t it be nice to have a central repository for resources related to using Salesforce in the nonprofit and education space? Well the Salesforce Foundation thought so too and they have been hard at work creating the Power of US Hub, a new online user community built on the new Salesforce Communities. The Foundation describes the Hub as “a robust online community where members can share ideas, get support, and collaborate.”
This blog post is part of the Apps for Good Webinars where awesome AppExchange providers
It’s that time of year everyone – the Nonprofit Technology Network has opened up voting for proposed sessions at the 2014 Nonprofit Technology Conference. We at Cloud for Good would like to highlight some of our own proposed sessions for next year’s NTC and their links for community voting. Our team is proud to participate at the NTC every year, and together offer decades of experience in technology and change management, CRM implementation, and nonprofit best practice. We hope to see you there!
In Salesforce, the Case Object is often used to track a constituent issue or problem that needs resolution. Just like anything else in Salesforce, it can be renamed. Most commonly: “Request” or “Issue.” Here are a few things you should consider.
FormAssembly is a simple and powerful tool that helps you create online forms and get your data where you need it. FormAssembly integrates with many services, which can streamline your processes, remove the need for double entry, and automate workflows. They proudly serve many nonprofits and educational institutions around the world.
