Segmenting Your Database with Campaign Combiner

Segmenting Your Database with Campaign Combiner

When it comes to getting your nonprofit’s message out there, list segmentation is as important as content construction. Savvy nonprofits know that blanket solicitations, whether through direct mail or email, rarely yield the best results.

Out of the box, Salesforce offers flexible reporting that allows you to build lists of contacts and leads based off of relevant and available criteria, such as where constituents live or the last time they donated. These lists can then be added to campaigns so that your targeted message reaches its intended audience. But what if you want to leverage your existing campaigns to create a segmented list based off of which communications your constituents received from you, or better yet, how they responded? Sure, you could start from scratch in reports, but that isn’t very efficient. Plus, segmenting gets a bit messy when you begin adding multiple inclusion and exclusion criteria based off of campaign and response.

This is an issue that I’ve run into a few times with clients. For instance, a client recently wanted to create an email list of everyone who did not open the last email they sent and exclude everyone who was about to receive their upcoming direct mailing. While this isn’t impossible in reports, it can be difficult to keep the filter logic straight, or to even know which report to start with, especially for non-DBA staff who may not spend much time in Salesforce Reports Luckily, I found Campaign Combiner by Groundwire which allows you to take list segmentation in Salesforce to the next level. With Campaign Combiner, you can build off of your existing campaigns, creating both inclusion and exclusion lists, with just a few clicks and no reports needed.

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Document Storage Options with Salesforce

Document Storage Options with Salesforce

Working with so many nonprofits using Salesforce, we’ve seen lots of different configurations for how they choose to manage files. Many organizations continue to use a “share drive” which is maintained by their IT department. Others realize the benefit of having a cloud-based solution, and many ask us which one is “best” for integrating with Salesforce. I won’t go so far as to describe which is best, but rather, give a rundown of some popular options (knowing there are MANY more) and describing how they interface with Salesforce. As I mentioned in my Spring ’14 Release Notes post, I’m quite excited about Salesforce Files (beta), which will make integrating with all of these options better and more seamless. For now, here is a quick description of some options with highlights of their features as well as some considerations for their use.

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Make Volunteer Management Simple

Make Volunteer Management Simple

There isn’t much about event planning that is simple or easy and that includes trying to manage your volunteers. Many nonprofit organizations use outside resources like Excel to track and manage their volunteers from year to year. Wouldn’t it be even better if you had all of your volunteers in your database and could easily communicate with them about the schedule, let them sign up for opportunities, track who had volunteered the most, and see which events were most popular? These are all common requests that we’ve heard from organizations we work with and we have the solution for them (and you!).

For our clients on the Salesforce platform, we’ve found one app in the appexchange that stands out for assisting nonprofits with volunteer management: Volunteers for Salesforce. And as an added bonus it’s free!

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roundCorner Partners with Heller Consulting

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The nature of the connection between nonprofits and their constituents is being transformed by social and mobile technologies. Today’s leading nonprofit organizations are successfully leveraging technology to achieve true end-to-end constituent relationship management.

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Salesforce: Ask the Experts

Salesforce ask the experts at #14NTC

If you could ask a magical Salesforce Expert genie a few questions about apps, tools, or techniques, what would you ask? Would you ask what are the best apps for email marketing? What are the best techniques for segmenting a database? How do I train new users on Salesforce? Maybe even what’s the best way for my organization to get started? Is the Nonprofit Starter Pack the best choice for me?

These are all great questions that a lot of consultants will charge you a lot of money to answer.

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