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Connected Islands: A Story of Nonprofit Opportunity

February 25, 2022 by Dave Schafer Thinking in: CRM/AMS, Non Profit Tips

nonprofit discconected islands

With people in the field, and remote work causing staff to be more spread out, it’s imperative nonprofits have connected systems. Over the years, nonprofits collect different technologies for different departments. As part of the everyday busy-ness of nonprofits, staff and volunteers are responsible for collecting data. It’s as if each department is gathering data… Read More

CiviCRM Flags of Importance

February 2, 2022 by Lesley A. Carter Thinking in: CRM/AMS, Design

CiviCRM Flag of Importance for Membership Details

Have you ever looked at your summary screen in CiviCRM and wondered where a donor is in the cycle? Do you want to know, at a quick glance, the status of a member? We have a small, easy, dream come true, enhancement just for you. You can include global CiviCRM flags of importance for everyone.… Read More

We ♥ Engagement Plans

January 28, 2022 by admin Thinking in: CRM/AMS, Salesforce, Strategy

Salesforce Engagement Plan for Nonprofit Service Pack

Planning an engagement? This Valentine’s Day, take a moment to show some love to your own process and constituents by exploring Engagement Plans, a Salesforce Nonprofit Success Pack feature. Engagement Plans allow you to easily and efficiently create a series of multiple tasks related to a process. Engagement Plans are great for any process that… Read More

Nonprofit Tech Time Waster or Saver?

January 10, 2022 by Kristen Beireis Thinking in: CRM/AMS

Different clocks showing tech time

Every day, there are way too many nonprofit professionals staring at their computer screens for hours on end. Are you one of them? Clicks with different times in a pile. Technology is a necessary piece of infrastructure for any nonprofit. It can be a wonderful time saver. It can also become a big time waster.… Read More

Salesforce Dynamic Gauges for Visualizing Goals

December 17, 2021 by admin Thinking in: CRM/AMS, Non Profit Tips, Salesforce

Salesforce Dynamic Gauge - Visualizing Goals

It’s that time of year! Hot chocolate, holidays, and end of year reports. You worked all year, pushing yourself and your organization to meet your goals. Now is the time to for your nonprofit to make the extra effort and really show how much amazing work you have accomplished. Salesforce is here to help with… Read More

Have You Joined the Salesforce Community?

November 17, 2021 by admin Thinking in: CRM/AMS, Salesforce

Salesforce Communities for Nonprofits - Community Tab

The Trailblazer Community is your digital homebase for all things Salesforce. It is where you can go to learn, either by completing Trailhead badges or by asking questions of your fellow Salesforce users. And now, the Trailblazer Community is home to the entire nonprofit Salesforce userbase as well! (The old “Power of Us Hub” has… Read More

Salesforce Validation Rules

October 25, 2021 by admin Thinking in: CRM/AMS, Salesforce

Salesforce Validation Rules Checklist

We’ve written in the past about how as a nonprofit, your data is one of your most valuable assets. Keeping your Salesforce account safe, secure, and accurate should be a top priority of your organization. Today, we’ll explore that last part — one way to maintain a “clean” and complete database. Validation Rules are a… Read More

Connecting CiviCRM to Trackers and Data Tools (guest post by Harlem Lacrosse)

October 22, 2021 by Lesley A. Carter Thinking in: CRM/AMS

connecting civicrm trackers - Harlem Lacrosse

[We’re delighted to present this guest post by Jill Rodde, Chief Operating Officer at Harlem Lacrosse. Jill came up with a great solution for getting her team more engaged with their CiviCRM database, and we suggested sharing it here for other organizations to consider adopting. Enjoy!] While Civi is our system of record for all… Read More

There’s No Place Like (Your) Home (Page)

September 29, 2021 by admin Thinking in: CRM/AMS, Salesforce

salesforce lightning home page - volunteer hours

Did you know you can make a personalized home page for specific Salesforce users? There is no place like a good home page. Customizing the homepage helps staff members find tools and information quickly and easily, and helps them understand that their Salesforce instance has been built specifically for your organization’s unique needs. One thing… Read More

The Outer Limits of Salesforce Reporting in Nonprofits

August 24, 2021 by admin Thinking in: CRM/AMS, Salesforce

outer limits of salesforce reporting - joined report

Getting to know your data in Salesforce can give you new insights about your business and help you make better decisions. This month we’re wrapping up our series of tips about how to tackle common reporting challenges in Salesforce. Two Great Things Together Remember the basic definition of a Report Type: it controls what Objects… Read More

Salesforce Multi-Factor Authentication

July 20, 2021 by admin Thinking in: CRM/AMS, Salesforce

Salesforce Multi-Factor Authentication Video Cover

What Is It and Why Should You Comply with It? As a nonprofit, you regularly collect and store an enormous amount of digital personal information. Without your donors, members, and volunteers — plus their names, addresses, and other contact information! — you cannot accomplish your mission. You’re already committed to being a good steward of… Read More

Salesforce Rollup Summary Fields for Nonprofits

June 22, 2021 by admin Thinking in: CRM/AMS, Salesforce

salesforce rollup summary fields list

Getting 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

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