by Rob Leighton | May 10, 2023 | Article, Salesforce, Technology
Getting started with Salesforce’s CRM platform is an exciting endeavor for nonprofit organizations. Known as the world’s #1 CRM platform, Salesforce is a very powerful tool and can be a game-changer for organizations who use it. Thoughtful planning is key to...
by Charles Comstock | Mar 5, 2023 | Article, Salesforce, Technology
Zooming has become as common as Googling or Facetiming. For nonprofits and commerical businesses, Zoom became a powerhouse during the pandemic. Even now, it remains a powerful way to connect with staff, donors, clients, and other stakeholders. And Zoom-related...
by Rob Leighton | Oct 10, 2022 | Article, Salesforce, Technology
Choosing the right email marketing platform for your organization is a big decision. And that’s because email marketing works — it’s one of the most powerful digital channels in terms of ROI and the potential to drive donations. According to the M&R Benchmarks...
by Taylor Hale | Sep 6, 2022 | Article, Salesforce, Technology
Importing data in Salesforce can be more challenging than your experience with simpler CRMs. There is a good reason for this complexity. You are uploading to a database that can capture a much richer set of data. The Salesforce import process also better assures that...
by Rob Leighton | Jun 9, 2022 | Article, Salesforce, Technology
Managing social and human services programs is hard, especially when they are tracked on paper or in spreadsheets. Things tend to get even more complicated when funders demand reports and measurements. And program management gets even more challenging when nonprofit...
by admin | Feb 2, 2022 | Article, Salesforce, Technology
As cyber attacks grow more common, passwords no longer provide sufficient safeguards against unauthorized account access. Salesforce Multi-factor authentication (or MFA) adds an extra layer of protection against threats like phishing attacks, increasing security for...
