CiviCRM Flags of Importance February 2, 2022 by Lesley A. Carter Thinking in: CRM/AMS, DesignHave 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, StrategyPlanning 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/AMSEvery 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
Tech Time Savers for Nonprofits December 17, 2021 by Kristen Beireis Thinking in: Non Profit TipsTime is usually in short supply at the end of the year. Reports are due, you’re planning for the next year, and/or you’re wrapping up the end-of-year fundraising campaign. It’s busy! The last thing you want to do is have to go into your fundraising software and unravel an error that’s been several months in… Read More
Salesforce Dynamic Gauges for Visualizing Goals December 17, 2021 by admin Thinking in: CRM/AMS, Non Profit Tips, SalesforceIt’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, SalesforceThe 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, SalesforceWe’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[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, SalesforceDid 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, SalesforceGetting 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
Quiz: How Can You Improve Your Digital Experience? August 6, 2021 by Paul Keogan Thinking in: Non Profit TipsWhen it comes to supporting the many goals of your nonprofit, no one element is as important as your overall digital experience. A high-performing website can help you better engage with your constituents, drive the actions that are most important to your nonprofit, and support your overarching mission. How does your site measure up, and… Read More
How to Create A Nonprofit Mission Delivery Platform July 29, 2021 by Paul Keogan Thinking in: CMS/Websites, Non Profit Tips, StrategyWhen your website and CRM are integrated seamlessly, they magnify the impact of your mission, transform your constituent experience, and empower your team. Once you see how technology can help advance your mission, you’ll never look back. Utilizing the right tools, in the right way, will set your organization up for success for years to… Read More
