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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NGO Connect Feature: Giving Summaries

NGO Connect: Giving Summaries
By now, many of you are familiar with Saleforce’s NGO Connect (formerly named roundCause). It is the cornerstone in Salesforce’s comprehensive CRM offering – Salesforce1 for Nonprofits. NGO Connect has leapfrogged both the Nonprofit Starter Pack (NPSP) and traditional fundraising applications to become the long-awaited “next generation” solution that eliminates data silos, provides the much-desired “360-degree view” of constituents, and drives increased engagement and fundraising.

Heller Consulting has put together a list of the top 5 features of NGO Connect in their paper, NGO Connect – Maximizing its Potential for You. A few weeks ago, we went over ease of access and viewing. Today we will be covering Giving Summaries.

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Webinar: Maximize Year-End Fundraising

Webinar: Maximize Year-End Fundraising

Well, we’re halfway through October, folks! If you can believe it, Halloween is less than two weeks away and before you know it every mall in the country will be blasting “Deck the Halls.” Most of you know what this means: year-end fundraising is upon us! Dun dun dun. Did you know that nonprofits make most of their money between October and December? Yep – a strong year-end campaign can make or break a nonprofit’s budget for the New Year. But don’t go running in fear! With a little help, you still have time to make 2014 the best year ever.

So often great campaigns go wrong and miss their target due to a few very common but avoidable mistakes. It can be hard to sift through the pages of articles and blog posts boasting the “best practices” and “must-do” tips for year-end fundraising. Who can be trusted to give the most accurate and results-based advice? Fear not! Tune in to our webinar to have fundraising experts from Heller Consulting and Classy guide you through this prep period to ensure that your year-end campaign will be successful.

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CRM, a Change Campaign: from Seeds to Flowers

CRM Change Campaign
A Constituent Relationship Management (CRM) deployment is an excuse to change your entire business. Change is a noun and a verb.

There is a psychology to inspiring change and numerous needlessly too-complex definitions of change; the bottom line is, even in CRM-Land, change is relationship management that works toward a goal your business defines. It should not be viewed as another I.T. geek out project with Gantt charts and spreadsheets.

Your change strategy – you are changing your business – is essentially a campaign with a silent phase, a public phase, an all-too brief celebration, and then you start anew.

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Dreamforce #DF14 Day 4 Social Recap

Dreamforce Day 4 #DF14

Who is ready for a long weekend of sleep? We are, but now that Dreamforce #DF14 is over, we already miss it. So much has happened over the past week:

  • Salesforce introduced Cloud Analytics – powered by Wave
  • will.i.am announced his Puls voice-controlled cuff
  • Marketing Cloud’s Journey Builder for Apps

And SO much more!

Dreamforce Day 1 was all about Tony Robbins keynote, Day 2 we saw Bruno Mars and Cake, Day 3 was all about Salesforce Wave and for Day 4 read more below!

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