Trusted insights from our team to yours.
As a partner, our goal is to ensure teams are prepared, informed, and self-sufficient. This article is a culmination of our suggestions for teams looking to implement a CRM in their organization.
In this webinar recording we discuss Salesforce’s donated licensing option, what out-of-the-box Salesforce can do for you, and what next steps look like once your team is ready to expand their Salesforce capabilities.
How do leads fit in your education or nonprofit organization’s business process? Katie Mrskos explains what Salesforce leads are, when to use them and when not to.
We walk you through the what, why, when and how of Salesforce reporting snapshots.
In this video tutorial we review automation in Salesforce using process builder and flow. We’ll compare the two methods and address why we suggest flow for most situations.
In this detailed tutorial we’ll walk you through how to calculate donor retention and donor churn, generate and customize Salesforce reports that provide these metrics, and add your report to a dashboard.
Katie Mrskos shares a few things to think about when considering a move from other fundraising and relationship management platforms to Salesforce Nonprofit Success Pack.
In this video we show how to use native list views in Salesforce lightning to pull a targeted list of records such as leads, contacts or opportunities.
In this short video we will demonstrate how to use the native Salesforce approval process functionality to support admissions application review. While this example uses a higher education process, it can be easily modified to support a variety of approval processes.
We walk you through sending a group or mass email using the native Salesforce list email feature in just 5 easy steps.
Creating a strategy doesn’t have to take a lot of time and can be a great way to confirm you’re architecting the solution correctly, determine how you maintain the integrity of your system long term, set expectations with users, get ahead of concerns, and more.
5 things to consider when deciding if a single Salesforce org is best for your various education departments.