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  • Who We Help
        • Technologies that ease staff processes, make reporting more effective, and drive engagement.

        • Increase member engagement with effective technology solutions.

        • Powerful solutions bringing all land trust activities together for success.

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        • Harness the power of your data to operate more effectively, efficiently, and intelligently.

        • Solid digital experiences that drive action are the difference between good and great results.

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        • Feature-rich and ultra-flexible open-source CRM.

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        • People passionate about the transformative power of technology for nonprofits.

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Blog

Blog

4 Signs Your Nonprofit is Ready for a Digital Transformation

June 22, 2021 / Design, Non Profit Tips
Website Redeisgn Landscape Graphic
Are you working with outdated digital systems and technologies that cause unnecessary pain and frustration? Is your nonprofit ready for a digital transformation? ... Read More

The Best Website Investments to Make This Year (For Any Budget)

June 17, 2021 / CMS/Websites
Desktop Computer
Whether you're about to redesign your website, have just launched a new website, or are somewhere in between, here are three investments your organization can make (regardless of your budget) to better serve and engage your members, constituents, and donors. Budget Level $ - Minor Investment Option 1: Maximize Google ... Read More

How Accessible Is Your Nonprofit Website?

May 25, 2021 / CMS/Websites, Design, nonprofit, nonprofit technology, nonprofit website, nonprofit website design, website
how accessible is your website
How accessible is your website? Was accessibility a consideration when your website was designed? When we work with our clients, digital accessibility is a key focus of our work. If your website is to be a true “mission delivery platform,” helping you fully achieve your organization’s goals, it needs to ... Read More

Salesforce: Adding Fields to Custom Report Types

May 25, 2021 / crm, CRM/AMS, nonprofit, nonprofit crm, nonprofit technology, salesforce, Salesforce
headache looking at reports on laptop
Salesforce’s Report Builder puts a ton of power in the hands of nonprofit organization admins, but the learning curve can be steep! In this series of tips, we’re covering how to tackle several common reporting challenges. (Check out last month’s tips about choosing the correct report type for your needs.) ... Read More

Choosing the Correct Salesforce Report Type for Nonprofits

April 29, 2021 / crm, CRM/AMS, nonprofit, nonprofit crm, nonprofit technology, salesforce, Salesforce
Report types on a laptop
Been frustrated by creating a new Salesforce report recently? You started building the report of your dreams, everything was going great, and you felt like you were doing everything right… Then you got stuck. Choose the correct Salesforce report type is the key to getting unstuck. Do any of these ... Read More

Salesforce List views – Kanban and Split View

March 23, 2021 / crm, CRM/AMS, nonprofit, nonprofit crm, nonprofit technology, salesforce, Salesforce
Salesforce Kanban and List Views Dropdown
There are now two additional ways to interact with a list view in Salesforce. “Split view” is the newest addition, with a limited launch in 2017 and rolled out even further last year -- many users haven’t encountered it before. The other option, Kanban, has been around for a while, ... Read More

The Key to a Connected Land Trust — Video

March 11, 2021 / CRM/AMS, Non Profit Tips, Salesforce, Strategy, Support Tips
Guide for Land Trusts Cover
At BackOffice Thinking, we talk a lot about the important of land trusts being "connected." But what does that actually mean? In this new video, founder and CEO Paul Keogan gives you the key to making your land trust better connected. To learn more about the future of land trust ... Read More

Guide for Land Trust Stewardship Directors: Solve Your Database Management Headaches

February 16, 2021 / conservancy, crm, CRM/AMS, land trust, Non Profit Tips, nonprofit, nonprofit crm, nonprofit technology, Salesforce, salesforce, Strategy, Support Tips
Guide for Land Trust Stewardship Directors Cover
Picture this: You’ve just taken on a new stewardship director role and are scrolling through dozens of spreadsheets to find the data you need for a monitoring report. Meanwhile, your colleague is calling from the field to ask where exactly that illegal deer stand is, because she doesn't have access ... Read More

Guide for Land Trusts: How a Unified Database Elevates Your Operations

February 15, 2021 / conservancy, crm, CRM/AMS, land trust, Non Profit Tips, nonprofit, nonprofit technology, salesforce, Salesforce, Strategy
Guide for Land Trusts Cover
On any given day at your land trust, you’ll see numerous activities happening at once. From fundraising to conservation to stewardship and monitoring, there are always critical wheels in motion to support the mission at the heart of all you do—the preservation of the land. With often-limited resources, it can ... Read More

Update a parent record from a child record in Salesforce

February 2, 2021 / CRM/AMS, Salesforce
Update a parent record from a child record in Salesforce
The best thing about Salesforce is that you don’t need to think like a database to use the database. Consider when you need to update a business’s main phone number and change someone’s new title since they got a promotion. Your real goal is to send an email to that ... Read More

How To Drive Traffic To Your Nonprofit Website Using Social Media

November 25, 2020 / CMS/Websites, Strategy
Cell Phone with Social Icons
Over 233 million people are subscribed to any number of social media platforms in 2020 in the USA. Let's leverage this essentially free advertising platform to drive traffic to your website. Here are some of the top ways you can do this ... Read More

Salesforce Tabs and Accordion Components Added to Your Home Pages

November 25, 2020 / CRM/AMS, nonprofit, nonprofit crm, nonprofit technology, Salesforce, salesforce
Salesforce tabs and accordion components - before
One of the most exciting things about Salesforce is how you can customize page layouts, adjusting the way your organization’s data looks on the screen to put the most important information up front and make sure that people in different roles at your organization have views that are optimized for ... Read More
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