10 Salesforce Terms You Need to Know

10-Salesforce-Terms-You-Need-to-Know

2014 has been a whirlwind year for nonprofit Salesforce users and you can be excused if you’re still catching your breath! Ever since Benioff kicked off his keynote with a focus on Haiti relief efforts and Salesforce1 at Dreamforce 2013, there has been an undercurrent of energy and new marketing announcements to the nonprofit world nearly every month.

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Three Takeaways from #14LCS

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I recently had the chance to participate in NTEN’s inaugural Leading Change Summit, a conference designed for nonprofit leaders. This was a very different sort of conference from NTC – with about 200 attendees, it was much more intimate and the sessions and keynotes were structured in longer chunks, allowing for deeper conversations. There were three track options to accelerate career development: Impact Leadership, Digital Strategy, or the Future of Technology. Here are several of the trends I noticed over the course of three days of conversations with nonprofit leaders.

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SF1 for Nonprofits: Highlight on Program Management

SF1 for nonprofits program management

You made it to our 4th post on Salesforce1 for Nonprofits, congratulations! You’ve seen so far how you can make the most of the communities manager role, learned what some of the latest trends are in email service providers, and learned how solutions like roundCause can help you take your fundraising and recurring donations strategy to the next level.

In this final post we’ll first define how program management is generally understood in the nonprofit world, then dive into two specific examples SF1 for nonprofits including client work we’ve done in this area at Idealist Consulting.

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SF1 for Nonprofits: Highlight on Fundraising and Recurring Donations

Salesforce1 for Fundraising
Next up in our series highlighting the four pillars of the Salesforce1 for Nonprofits strategy is the biggie: fundraising. Fundraising is so integral to most nonprofit’s process that it is the most critical piece for your CRM to nail. Happily, in the past six months or so, great strides have been made in this area, most notably with the development of roundCause. This post will get into some of the sea changes we have seen and how your organization can pivot to meet new donor expectations.

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SF1 for Nonprofits: Highlight on Communications

SF1 for Nonprofits: Highlight on Communications

A few weeks back we talked about Communities, the first pillar of the Salesforce1 (SF1) for Nonprofits strategy: what they are and how to best utilize a communities manager. Today we’re back to dig into the next pillar: Communications. What does communications mean to nonprofits today, and how can your organization start thinking in new ways about your communication strategy, regardless of budget?

As devoted followers of The Connected Cause, you know better than most that “communication” means many things to nonprofits today – it typically hinges on mass email, but marketing automation, CRM integration, and social listening are all features of many email service providers.

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