Data Tools for Every Salesforce Task

Picture this scene – I’m in a hotel room, with my trusty Mac. My favorite PC – bought solely for data-upload related work (some programs still don’t work on Macs, alas) is miles away. I need to upload some data

Posted in Implementation Success

Project Management Tool Roundup!

Many of our clients have an ongoing need for project management solutions. We recently did a quick review for a client to answer four key questions: What tools are out there for Project Management? Can those tools integrate with Salesforce?

Posted in Implementation Success

Webinar Tool Roundup + Salesforce!

Do you use Salesforce, and want a Webinar tool that might integrate? The first question you should ask is – do I need it to integrate, and why? As data folks we never like data silos, but there can be

Posted in Implementation Success

Crawl, Walk, Run: Email Strategies for Every Stage of Marketing

TJ Warfield and Vivian Reed take you through the unique phases of email marketing, and what to focus on to move to the next stage of the journey.

Posted in Best Practice, Email Marketing, Strategy

Integrating Salesforce and MailChimp

Now that we have prepped for our MailChimp to Salesforce Integration  [if you haven’t, see our prep article here] let’s dive into setting up MailChimp for Salesforce and considerations for populating the groups you have previously created. Integration Logistics:       Download

Posted in Implementation Success

How to Find a Mentor in the Real World

I was asked again recently if I would be someone’s mentor. I cringed a bit, sent some encouraging words over email, and offered a phone call (but didn’t say yes to the Mentorship bit). I haven’t heard back. And therein

Posted in Implementation Success

Tracking Organizational Contacts: Nonprofits + Salesforce

Over the years, great minds have come together to form a solution around tracking individuals and their households for nonprofits using Salesforce. Households are represented as Salesforce Accounts and Individuals as Contacts within those Accounts. Already lost? Read more about

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Posted in Administration, Implementation Success