Nonprofit Data Security: A Comprehensive Guide to Safeguarding Your Salesforce Data October 3, 2023 by Andrew Wainacht Thinking in: CRM/AMS, Salesforce, Support TipsJust as a Captain ensures a ship’s cargo remains safe and secure, nonprofits must prioritize the careful management of confidential donor information, volunteer details, and program data to maintain trust and compliance. Fortunately, Salesforce provides a treasure chest of powerful tools to help nonprofits safeguard their data effectively. Join us on this voyage as we… Read More
Salesforce for Donor Relationship Cultivation September 5, 2023 by Andrew Wainacht Thinking in: SalesforceYou already know building deep connections with donors is more than a transaction —it’s about cultivating trust and fostering real relationships. In a time where we are all inundated with ads and emails, folks who feel understood and valued are more likely to become long-term supporters of your cause. An effective way to foster this… Read More
Nonprofits Using Salesforce: Tips to Improve User Experience June 1, 2023 by Paul Keogan Thinking in: CRM/AMS, SalesforceObviously we’re big fans of Salesforce as a tool for nonprofits! We’ve seen how it can help organizations get a handle on their data and simplify day to day tasks. Most organizations we work with tend to focus on the basic requirements, making sure everyone has access and knows how to do tasks necessary for… Read More
Nonprofit Data Collection: Outlining the Story May 4, 2023 by Kristen Beireis Thinking in: CRM/AMS, Salesforce, StrategyBefore you write a story, it’s a good idea to create an outline so you can see how the structure comes together and elaborate from there. The same applies to the stories you tell through data collection in nonprofit organizations. First you need a story concept, then you can create an outline with all the… Read More
Nonprofit Salesforce Data Management March 1, 2023 by Allie Tabberer Thinking in: CRM/AMS, SalesforceSalesforce holds donor data, volunteer data, contacts, and the tracking data from programs. Decisions are made, trends are acted on, and processes are created based on this data. That’s why it’s important your nonprofit Salesforce data management is optimized. Let’s say it was discovered that a list of names wasn’t assigned to the appropriate place.… Read More
Salesforce Data Tables Are Now Available in Flow January 2, 2023 by Tom Vance Thinking in: SalesforceWe are always keeping our eye out for new features that will make Salesforce better. Flow is now the tool for automations in Salesforce. Is your nonprofit working with Flow? In the winter release of Salesforce, a new feature has been added that you don’t want to miss. Data tables are now available in Flow.… Read More
Salesforce Workflows & Process Builder: Plan for the Future, Nonprofits September 7, 2022 by admin Thinking in: SalesforceThe future of Salesforce automation is Flow, and the future is now! In the Winter ‘23 Admin Countdown, Salesforce has mapped out the release schedule for a series of changes, starting this fall, meant to move everyone over to Flow. Soon, you will see some differences in the Workflows & Process Builder features in your… Read More
CiviCRM Security for the Long-Term September 1, 2022 by admin Thinking in: CRM/AMSYour technology systems are comprised of many different software components, each with their own expected upgrade cadence. These updates can be about adding new features or functionality, but often it’s more straightforward than that: Updates are released to address serious security risks! That means falling behind on updates is a risky proposition; even if things… Read More
Salesforce Dashboards and the Nonprofit Stories They Tell August 1, 2022 by Dustin Morris Thinking in: SalesforceIt’s essential for nonprofits to regularly report on data and to routinely identify and track important metrics. If you struggle to make sense of your reports, and you’re looking for a new way to visually tell the story of your nonprofit, then I recommend digging into the Salesforce’s built-in Dashboard feature. Dashboards provide you with… Read More
Nonprofit Technology’s Storytelling Role: How Connected Technologies Make the Most Compelling Story July 29, 2022 by Kristen Beireis Thinking in: CRM/AMS, Non Profit Tips, StrategyThere are plenty of resources out there on the topic of how to write and share your nonprofit’s story effectively. It’s a crucial skill for anyone looking to increase donations, volunteers, and program services. What’s often overlooked is nonprofit technology’s role in this storytelling. The technology systems you choose can mean the difference between a… Read More
CiviCRM Functionality and Features Evaluation June 1, 2022 by Lesley A. Carter Thinking in: CRM/AMS, Strategy, Support TipsMany of us wander through our day not thinking too much about why we do routine tasks, whether they still work or if we might be able to save time with an adjustment or two. Life is busy, so we just do it. Then down the line we find out that because of our routine… Read More
Salesforce Password Security Practices April 28, 2022 by Ever Rucker Thinking in: CRM/AMS, SalesforceAre you still recycling passwords you’ve used before, sharing the same password for multiple accounts, or writing passwords on post-it notes? If so, you’re not alone… but it’s time to break the habit! All of these behaviors can make your Salesforce environment vulnerable, so there’s no time like the present to ramp up your best… Read More
