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
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
Salesforce Tabs and Accordion Components Added to Your Home Pages November 25, 2020 by Michelle Paul Thinking in: CRM/AMS, SalesforceOne of the most exciting things about Salesforce is how you can customize page layouts, adjusting the way your organization’s data looks on the screen to put the most important information up front and make sure that people in different roles at your organization have views that are optimized for them. Tabs and Accordion components… Read More
Importing CiviCRM Contributions October 16, 2019 by Lesley A. Carter Thinking in: CRM/AMSWe get questions about importing contributions fairly often, so we thought we’d walk you through the steps we typically follow to ensure that the contributions are a) imported correctly and b) attached to the correct contacts. Does it take a bit longer? Perhaps – but we believe accuracy is well worth the few extra steps.… Read More
Nonprofit Website Redesign: Bringing It All Together April 29, 2019 by Brad DeForest Thinking in: CMS/Websites, DesignIn previous blog posts, we’ve talked about Breaking the “Brochureware” Mindset and the Identity+Brain connection. Bringing all of it together will get us to a successful website design. Steve Jobs once said, “Design is not just what it looks like & feels like. Design is how it works.” When talking about websites, my version sounds… Read More
Nonprofit Website Redesign: Identity + Brain April 29, 2019 by Brad DeForest Thinking in: CMS/Websites, DesignDeveloping Your Interface In a previous blog post, we talked about Breaking the “Brochureware” Mindset and thinking about your organization’s Constituent User Interface (CUI) as an interactive hub. Now, we are going to focus on two primary concepts that can help you develop your CUI: Your Organization’s Identity: Your public “persona,” the face you’re presenting… Read More
Nonprofit Website Redesign: Breaking the Brochureware Mindset April 29, 2019 by Brad DeForest Thinking in: CMS/Websites, DesignWhen you think about redesigning your nonprofit’s website, what comes to mind? Often, organizations start with a list of information they need to share — facts, figures, operating hours, maybe a donate button. It’s time to move on from this “brochureware” approach. We’re here to suggest a totally new mindset that will help you establish… Read More
Nonprofit Website Redesign: Backpacking Through a Website November 9, 2018 by admin Thinking in: CMS/Websites, Design, StrategyHow to Lose and Confuse Your Visitors. What does backpacking have to do with a website? It practically has nothing to do with it, except, sometimes that is what your users are doing when they visit it. Some synonyms for backpacking according to thesaurus.com is wandering, rambling and hitchhiking. Yikes. Is this potentially how a visitor feels… Read More
Nonprofit Use Case for Salesforce Web to Lead Form June 25, 2014 by admin Thinking in: CRM/AMS, SalesforceBackground The Epilepsy Foundation of Eastern Pennsylvania (EFEPA) wanted the ability to have the information requests from the website to be fed directly into Salesforce. The existing process consisted of the constituent completing a form on the website which sent an email to a staff member who manually keyed the information into Salesforce and manually sent an… Read More
