Blog Archives

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

From Admin to Consultant

By TJ Warfield and Theresa Hall Since our Dreamforce Cascade session last year, we have had several inquiries and requests about resources from making the transition from Salesforce Administrator to Consultant.  We’re going to quickly hit the important factors to

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Posted in Administration, Implementation Success, Staff

Three Free Campaign Apps to Kickstart Your Marketing Lists

Can’t afford a fancy marketing automation email app yet? Are your lists stale? Do you want to take your lists to the next level? Several years ago, I found these three, completely free apps on the Salesforce appexchange, and they made such an immediate impact on my org’s capability to create postal and email lists.

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Posted in Implementation Success

Upgrading NPSP? Don’t neglect your integrated apps!

by TJ Warfield There are so many reasons to upgrade to NPSPv3, and there is no shortage of documentation and help docs to allow for a fully successful, in-house upgrade. However, I have found that almost all help docs overlook

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Posted in Best Practice, Implementation Success, Upgrade to NPSP 3.0

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
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