Salesforce Rollup Summary Fields for Nonprofits June 22, 2021 by Justin Gilmore Thinking in: CRM/AMS, SalesforceGetting to know your data in Salesforce can give you new insights about your business and help you make better decisions, so we’re doing a whole series of tips about how to tackle common reporting challenges. (Did you miss our posts about choosing the right report type, or editing custom ones?) Today we’ll look at… Read More
4 Signs Your Nonprofit is Ready for a Digital Transformation June 22, 2021 by Paul Keogan Thinking in: Design, Non Profit TipsAre you working with outdated digital systems and technologies that cause unnecessary pain and frustration? Is your nonprofit ready for a digital transformation?
The Best Website Investments to Make This Year (For Any Budget) June 17, 2021 by admin Thinking in: CMS/WebsitesWhether 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 Analytics Google Analytics is one… Read More
How Accessible Is Your Nonprofit Website? May 25, 2021 by Brad DeForest Thinking in: CMS/Websites, DesignHow 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 serve all your constituents. Your… Read More
Salesforce: Adding Fields to Custom Report Types May 25, 2021 by Justin Gilmore Thinking in: CRM/AMS, SalesforceSalesforce’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.) Just. One. More. Field.In today’s… Read More
Choosing the Correct Salesforce Report Type for Nonprofits April 29, 2021 by Justin Gilmore Thinking in: CRM/AMS, SalesforceBeen 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 sound familiar to your situation?… Read More
Salesforce List views – Kanban and Split View March 23, 2021 by Justin Gilmore Thinking in: CRM/AMS, SalesforceThere 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, and you may already be… Read More
The Key to a Connected Land Trust — Video March 11, 2021 by admin Thinking in: CRM/AMS, Non Profit Tips, Salesforce, Strategy, Support TipsAt 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 technology, read our new eBook,… Read More
Guide for Land Trust Stewardship Directors: Solve Your Database Management Headaches February 16, 2021 by admin Thinking in: CRM/AMS, Non Profit Tips, Salesforce, Strategy, Support TipsPicture 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 to that information unless she’s… Read More
Guide for Land Trusts: How a Unified Database Elevates Your Operations February 15, 2021 by admin Thinking in: CRM/AMS, Non Profit Tips, Salesforce, StrategyOn 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 be difficult to carry out… Read More
Update a parent record from a child record in Salesforce February 2, 2021 by Lindsay Bakker Thinking in: CRM/AMS, SalesforceThe 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 person congratulating them on their… Read More
How To Drive Traffic To Your Nonprofit Website Using Social Media November 25, 2020 by admin Thinking in: CMS/Websites, StrategyOver 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.
