Blog Archives

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

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

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

Going Deeper: Your Agile Nonprofit Doesn’t Need a Salesforce Admin

I’ve had a few key conversations with some nonprofits recently who had no internal owner (besides the Executive Director) for their Salesforce system. The reality is that a system without an owner is bound to fail. Nonprofits are investing in

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Posted in Administration, Leadership, Organizational Management

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

Stick to the Core: When Nonprofits Should Think Twice About Building a Custom Object in Salesforce

One of the things I love deeply about the Salesforce platform is the host of free resources – including developer trainings – available to the community.  If you haven’t checked out the new (free!) Trailhead curriculum it’s beyond awesome. One

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Posted in Administration, Best Practice, Implementation Success, Planning

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
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