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

4 Must-Dos for Volunteer Salesforce Implementations

  Ten years ago, I was on the board of a local nonprofit that I still support. I gave both time and money, but it was the time that meant the most to the small, dedicated team who needed extra

Posted in Best Practice, Implementation Success, Volunteers

Turn Your Data Swarm into Sweet Success with the NPSP

Download Megan’s presentation to the San Francisco Nonprofit User Group here and make Salesforce Bees into Honey (click on the title of this blog to get the link).

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Posted in Administration, Best Practice, 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

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

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

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
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