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…
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…
Prep for your MailChimp Integration w/ Salesforce
Integrating MailChimp with Salesforce can be as easy as a download from the AppExchange and a click of a [few] buttons. However, if you have been using MailChimp [MC] as your main email database for some time, [and may or…
Posted in Implementation Success
Security for Nonprofit Activists
I’m from the Midwest, and there we expect that most people – like all Minnesotans – are nice. Truth be told, I’d rather not think about people who want to do me or my trusted allies, friends and activists harm. Yet…
Posted in Implementation Success
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.
Dreamforce 2016: where to find BrightStep
The team at BrightStep Partners is excited to be presenting and facilitating conversations among awesome admins everywhere this Dreamforce ’16. Here’s where you can find us presenting and speaking at the conference: Tuesday, 10/4: 11:00 – 11:40 am Community Meetup…
Posted in Implementation Success
Salesforce Knowledge: Knowledge is Power
Google drive, Dropbox, box, computer storage wait… where is that document? For anyone that has ever spent more time looking for a document than it would actually take to read it, we recently came across a Salesforce tool that can…
Posted in Community, Implementation Success
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