Blog Archives

5 New Year’s Resolutions for the Nonprofit Salesforce Administrator

  1.     I will not call myself an accidental admin Let’s face it. I didn’t get into working in the nonprofit world because it just happened. And like everything I do, I approach this database with purpose. Coming at it

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Posted in Administration, Implementation Success, Planning, Staff

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

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

Making Friends with A Mess: The Value of A Strategic Diagnostic for Salesforce

At BrightStep we get a lot of phone calls from nonprofit leaders who are struggling with a Salesforce database that they’ve had for some time. We call these “second-phase” implementations – those in which a nonprofit revamps its data tracking

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Posted in Change Management, Implementation Success, Planning, Strategy

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

Leaving Luminate CRM (1 of 2)

Through the years, I’ve implemented various forms of Common Ground and Luminate CRM for organizations large and small, and while there are good reasons to use them, there are equally good reasons to leave.  Right now, we’re getting many inquiries

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Posted in Change Management, Organizational Management, Planning, Strategy

When to Choose Salesforce

I’ve spoken to many nonprofits in the past few months who are considering moving to using Salesforce for their organizations. They’ve asked me to convince them why to use Salesforce vs. another tool. I’ve been using the Salesforce platform for

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Posted in Adoption, Change Management, Implementation Success, Organizational Management, Planning