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
Salesforce Multi-Factor Authentication July 20, 2021 by admin Thinking in: CRM/AMS, SalesforceWhat 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
Creating a Mission Delivery Platform – Video July 19, 2021 by Paul Keogan Thinking in: CMS/Websites, Design, StrategyIs your website serving as a true “mission delivery platform” for your nonprofit? In this video, Paul Keogan, Founder and CEO of BackOffice Thinking, shares how to make sure your digital experience is successfully engaging your audience. To learn more about how to make sure your digital experience helps deliver on your mission, check out… Read More
Salesforce Rollup Summary Fields for Nonprofits June 22, 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, 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
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 admin 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 admin 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 admin 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
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
