Can I recognize how tired I am of being passed along the sales funnel when I’m shopping for a new vendor, partner, or consultant? It’s exhausting, isn’t it? As a customer in the real world too, I get it. That's why I want to take a moment to share how I’ve set up my business structure to better serve my clients—without the frustration of getting bounced from person to person.

In today's increasingly data-driven world, nonprofits must harness the power of technology to improve their data collection and analysis processes. Using data to back your case for support not only increases your chance of securing grants, but it also demonstrates that your nonprofit is professional and well-organized – which is crucial for administering five and six figure grant awards.

Volunteers are the lifeblood of any nonprofit organization, dedicating their time, skills, and passion to support important causes. Effectively managing volunteers is crucial for ensuring their engagement, satisfaction, and retention. Salesforce, with its powerful capabilities, offers a comprehensive solution for managing every aspect of the volunteer lifecycle, from onboarding to recognition.

Salesforce releases new features three times a year and the Spring ’24 release is sure to be filled with great tools and tricks. Allow us to dive into the five features we think Awesome Admins will enjoy the most.

We explore how Salesforce's nonprofit legacy product, the Nonprofit Success Pack, compares to the newly-released Nonprofit Cloud. Should your org keep what you've been using or switch to the new cloud? We’re break down the new features, pros and cons of switching.

In the dynamic landscape of nonprofit fundraising, organizations are constantly seeking innovative strategies to maximize their impact. One powerful tool at the disposal of fundraisers is donor gift information. By harnessing the data from previous contributions, nonprofits can create targeted and personalized campaigns that resonate with donors, leading to increased engagement and support.

Since we’re not living in a perfect world and we don’t have endless amounts of resources, segmenting is the next best option for personalizing communications.

Segmenting is simply organizing all of your supporters into groups or categories and ensuring your communication is customized to their interests, preferences, and giving abilities.

This blog shares strategies and ideas for segmenting your supports for each fundraising appeal.

Integrating wealth management tools into Salesforce can revolutionize the way nonprofits handle their fundraising, donor management, and financial planning. This blog explores the benefits of leveraging wealth management tools within Salesforce and the steps to successfully implement these tools.

How Automating Donor Engagement Plans Can Help Your Fundraising Team Prioritize & Maximize Their Time

Where do you start with training someone completely new to Salesforce? We have some great tools and suggestions to share so you don’t have to start from scratch.

Dr. Noble educated the 2023 NTEN conference audience on the dangers of using data collected on individuals to discriminate. What was new information to me, was HOW data was being used to make room for discrimination. Are organizations and individuals using data collected for good or evil? (I’m using the term “evil” loosely.)

Salesforce is known for its capability to integration with thousands of software tools teams are already using. In this blog, we’ll explore 5 useful Salesforce integrations that nonprofit teams will love.

Salesforce is an incredibly robust platform with endless products and tools to help every organization achieve their largest CRM goals. This blog dives into 7 Salesforce tools build specifically for nonprofits.