Blog Archives

An Ending (Ascent)

Some of you already know this, and many of you don’t.  I’m departing BrightStep Partners this month, and June 30 will be my final day as full-time co-owner. So, what is the Next? First, I’m taking a little time off to

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Posted in Community

Two Things Nonprofits Should Never, Ever Turn on in Salesforce

With great power, comes great responsibility. And for all its power in the ability to customize Salesforce, there is also danger. Because there are a few things that, if you turn them on, are irreversible. Did you hear me? Irreversible.

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Posted in Administration, Implementation Success

NGO Divorced

In case folks missed it, mom and dad just got divorced, and hardly anyone is talking about it.  Salesforce.org didn’t entirely drop the mic regarding NGO Connect at the end of April, but it did release it into our ecosystem

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Posted in Community

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

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

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
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