Salesforce Foundation, Dreamforce 2013 and NPO Engagement Party!

We are coming up to an exciting time and I’m not talking about end of year fundraising, I’m talking about Dreamforce 2013! Taking place in San Francisco from Monday, November 18 through Thursday, November 21, this conference is not one to be missed if you use Salesforce. Speakers this year include the President of Yahoo, Marissa Mayer; COO of Facebook, Sheryl Sandberg and CEO of, Marc Benioff.

Read More

Quick Review of Nonprofit Applications for Salesforce: Luminate CRM

Review Nonprofit Salesforce Applications: Luminate CRM

UPDATE: An updated version of this post was released 4/18/14. Click here to view.

Heller Consulting recently reviewed the top 5 donor management applications for Salesforce and released a report of their findings. Last week we took a look at Causeview, a nonprofit application for Salesforce users, and today we will be outlining another Salesforce Application: Luminate CRM.

Luminate CRM was spun off in 2010-2011 as a separate product and descendant of the original Common Ground product offered by Convio, which was acquired by Blackbaud in mid-2012. Blackbaud has focused its Luminate CRM development efforts on strengthening the integration with Luminate Online while has also placing emphasis on gathering the most popular ideas from its user community to include in future releases. This is a large App that interacts heavily with many standard objects, meaning that Luminate CRM customers should carefully design and test additional non-fundraising uses of

Read More

Quick Review of Nonprofit Applications for Salesforce: Causeview

Review Nonprofit Salesforce Applications: Causeview

There are many Salesforce applications that have been built specifically for nonprofit organizations. Heller Consulting recently reviewed the top 5 donor management applications for Salesforce and released a report of their findings. One of those applications is Causeview, offered by Breakeven, which does a great job of streamlining everyday fundraising practices and bringing frequently-used data front and center for easy access and use by fundraisers. Causeview attempts to leverage as much native platform functionality as possible, and is built on the Nonprofit Starter Pack. This shows in the data model and workflows to manage the prospect development process. One of the things we like best about causeview is how it integrates online donation processing into the application. the moves management and stewardship features are also innovative.

Read More

Choosing a Content Management System for Your Nonprofit

How to choose a CMS

Can your supporters and constituents navigate your website and find the information they need? Can your staff members easily create or update its content? Do mobile users have the same experience when they visit as people using computers? A good Content Management System (CMS) may be the solution to all your organization’s website problems, but with so many options on the market, selecting the best one for your needs and budget can be daunting.

Narrowing down the field is important—the decision ultimately will come down to how you and your organization want to interact with your website. (If you’re not sure what a Content Management System (CMS) can do, start by watching this short video.)

Read More

How To Choose A Salesforce Consulting Partner

Dave Averill, Customer Success Manager at the Foundation posted about selecting the right partner for a journey toward CRM. Below are some of the highlights from his post that give some great food for thought when starting down the CRM road. For the full post and all of Dave’s advice, jump over to the original here on the always relevant Salesforce Foundation blog.

Over the years I, Dave Averill, have talked to many customers on their journey toward Salesforce and CRM “nirvana”. Choosing the right partner to walk this road with you can be difficult. Below are some strategies that I recommend when you are trying to select a partner.

Read More
Page 7 of 25« First...56789...20...Last »