Yearly Archives: 2015

Year-End Donor Campaign Segmentation in Salesforce

This documentation is intended to help nonprofits understand how to structure and run a segmented year-end or other campaign using the Salesforce platform. I’ll start with the strategy behind setting up your segmented campaign and then get into the nitty gritty

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Posted in Administration, Best Practice, Implementation Success, Planning, Strategy

Winter Release ’16: Nonprofits + Salesforce = Love

If you aren’t excited about Winter ’16 release, you should be.   Nonprofits, prepare to have your mind blown.  There are two updates to the core Salesforce platform that should have every nonprofit singing from the rooftops.  I actually did

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Posted in Administration, Adoption, Implementation Success

Nonprofits Sprint Forward in Seattle

I’m writing this blog while flying home from Seattle, WA where, for the past two days, almost 60 community members came together in support of the Salesforce Foundation and the Nonprofit Starter Pack (NPSP).  This was, in the years that

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Posted in Community, Events

Why Nonprofits Need the Salesforce Idea Exchange (And Why It Needs Nonprofits)

As nonprofits, and nonprofit-servicing organizations, we are accustomed to coming to the amazing and rich Power of Us Hub for support, community, and help. Yet for some things, Salesforce as a CRM platform, and not the Nonprofit Starter Pack, is the

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Posted in Best Practice, Community

Choosing a Nonprofit CRM: the End of Do-It-All Packages

There’s a profound change happening in the nonprofit technology space. Nonprofits are demanding increased and improved functionality in their systems, and the all-in-one, out of the box packages that provide everything an organization needs – fundraising, mass email, volunteer management

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Posted in Administration, Adoption, Strategy

Dreamforce 2015: Highlights for Nonprofits

Truth be told, it’s hard to come back from a week like Dreamforce and integrate all that we’ve learned at BrightStep, and all the conversations, connections, and new tools and products and apps we explored. For those of you who

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Posted in Community, Events

Hire a Salesforce Advisor who will Say NO

Often Salesforce Consultants and in-house Salesforce specialists are lumped into an internal order-takers, to build out the functionality that program or development staff request. In one case I spoke to a potential client who said she knew exactly what they

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Posted in Administration, Leadership, Organizational Management
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