Blog Archives

An Ending (Ascent)

Some of you already know this, and many of you don’t.  I’m departing BrightStep Partners this month, and June 30 will be my final day as full-time co-owner. So, what is the Next? First, I’m taking a little time off to

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Posted in Community

NGO Divorced

In case folks missed it, mom and dad just got divorced, and hardly anyone is talking about it.  Salesforce.org didn’t entirely drop the mic regarding NGO Connect at the end of April, but it did release it into our ecosystem

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Posted in Community

Upgrade Your Nonprofit When You Upgrade to NPSP3

Cross Posted from Salesforce.org: http://www.salesforce.org/upgrading-your-nonprofit-to-npsp-3-critical-questions-to-ask-yourself/

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Posted in Change Management, Leadership, Organizational Management, Staff, Strategy

Solving the Piece of Paper Problem

In honor of the Salesforce AppExchange turning 10, I want to talk about how we’ve solved what I call the “piece of paper problem” with two great applications: the Nonprofit Starter Pack (NPSP), and GridBuddy.  You’re probably already familiar with

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Posted in Administration, Adoption

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

On This Moment

It’s truly rare and special to bear witness to an historic moment such as today. There are many who have come before and didn’t make it until now – we honor our fallen and departed. There are many who have

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Posted in Community

Valuing the Power of US for Salesforce

There have been a number of blogs written over the past few years about being a Salesforce administrator for nonprofits, the qualities and characteristics, placement within organizational hierarchy, and other key criteria for long-term CRM administration success for nonprofits from

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Posted in Administration, Community, Leadership, Organizational Management

Salesforce Platform for Nonprofits: Doing More with 1/1/1

I deeply appreciate the Salesforce 1/1/1 model, and see the benefits of it across the nonprofit sector.  It’s the basis of my own career, and those of many others I respect and admire.  And… I believe that there is room

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Posted in Administration, Community, Leadership

Leaving Luminate CRM (2 of 2)

Last week, we talked about what Luminate CRM means to nonprofits, and reasons why they leave.  This week, in a longer-than-usual fashion, we’ll review some basics for preparing to leave, how to start the departure, and tactics for what and

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Posted in Change Management, Organizational Management, Planning, Strategy
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