Blog Archives

Project Management Tool Roundup!

Many of our clients have an ongoing need for project management solutions. We recently did a quick review for a client to answer four key questions: What tools are out there for Project Management? Can those tools integrate with Salesforce?

Posted in Implementation Success

Webinar Tool Roundup + Salesforce!

Do you use Salesforce, and want a Webinar tool that might integrate? The first question you should ask is – do I need it to integrate, and why? As data folks we never like data silos, but there can be

Posted in Implementation Success

Integrating Salesforce and MailChimp

Now that we have prepped for our MailChimp to Salesforce Integration  [if you haven’t, see our prep article here] let’s dive into setting up MailChimp for Salesforce and considerations for populating the groups you have previously created. Integration Logistics:       Download

Posted in Implementation Success

How to Find a Mentor in the Real World

I was asked again recently if I would be someone’s mentor. I cringed a bit, sent some encouraging words over email, and offered a phone call (but didn’t say yes to the Mentorship bit). I haven’t heard back. And therein

Posted in Implementation Success

Tracking Organizational Contacts: Nonprofits + Salesforce

Over the years, great minds have come together to form a solution around tracking individuals and their households for nonprofits using Salesforce. Households are represented as Salesforce Accounts and Individuals as Contacts within those Accounts. Already lost? Read more about

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Posted in Administration, Implementation Success

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

Visualize it All: Salesforce Lightning for Nonprofits

Salesforce has been a solid tool for 20K+ nonprofits for many years, but over the past two years it has gone through a makeover. The core platform (the software built for enterprise and small businesses) has released a new interface

Posted in Implementation Success, Lighting