Quick Review of Nonprofit Applications for Salesforce: Nonprofit Starter Pack (NPSP)

Review of the NPSP for Salesforce.com

Nonprofits today have an exciting opportunity with all of the new and emerging technology that’s been designed to help them build and manage their relationships, engage with constituents, assist with fundraising and more. While there are many options for websites and applications to assist you with every aspect of your nonprofit, many of these apps, specifically the donor management application have been built on the popular Salesforce.com platform. But with so many choices, how do you make the right decision for your organization? Heller Consulting has reviewed the top 5 donor management apps: Affinaquest, Causeview, Luminate CRM, roundCause and now, today we will be taking a look at the Nonprofit Starter Pack.

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Quick Review of Nonprofit Applications for Salesforce: roundCause

Quick Review of Nonprofit Applications for Salesforce: roundCause

Salesforce has many applications to assist nonprofits with all aspects of fundraising. We’ve recently reviewed a few of the top donor apps like Causeview, Luminate CRM and Affinaquest. Rounding out our reviews of Salesforce donor applications is roundCause which is offered by roundCorner, a firm with deep experience working with Salesforce and a history in the financial services industry. This expertise translates into an application that addresses the financial complexities of fundraising without compromising the native strengths and innovations of Salesforce.com. roundCause is the only application in our review that offers native membership management, including tracking the membership lifecycle (new, renewed, lapsed) and membership benefits through inventory functionality.

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The Connected Cause is Heading to Dreamforce 2013 #df13

Dreamforce_The_Connected_Cause

Conference season is in full force here at The Connected Cause. Heller Consulting recently returned from Social Media 4 Nonprofits in San Francisco, NetHope Summit in Chicago and Blackbaud’s BBCON in Washington DC which was also attended by Firefly Partners. Coming up next is Salesforce’s Dreamforce 2013 conference in San Francisco from November 18th-21st which will be attended by both Idealist Consulting and Heller Consulting. We’ve already told you that TheConnectedCause.com is sponsoring the NPO Engagement party on Wednesday, November 20th but we need to let you know where else to find us at Dreamforce.

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8 Tasks for Training New Salesforce Users

Training New Salesforce Users

As we all know, Salesforce Administrators are often short on time, between ensuring the database is up to date, taking care of the many requests that employees ask of them, training new employees and more. We’ve discussed how user training is crucial to the adoption of a new system, but often the admins don’t have enough time to properly train users. Unfortunately untrained users can often be a security risk if they are not using the system properly. Gorav Seth from Ashoka – Innovators for the Public has outlined 8 training steps he uses to help quickly get new users up and running with Salesforce, and an automated process that lets him efficiently run new users through this training.

Gorav developed a hands-off initial training strategy for new Salesforce users by creating a limited “training” profile, which allows users to dive in and experientially learn how to use Salesforce while preventing them from deleting or modifying existing records. This custom profile allows for a greatly simplified user experience for new users, so they are not overwhelmed by fields, objects, and tabs, and also allows for a custom home page where he has embedded videos and helpful training material, so they are not dropped into the river without a paddle.

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Quick Review of Nonprofit Applications for Salesforce: Affinaquest

Affinaquest Salesforce App Review

We’ve recently been reviewing nonprofit applications that are built to be used with Salesforce, and today we have another one for you: Affinaquest. This application was built by fundraising professionals who have decades of fundraising software experience and an understanding that the nonprofit community has specialized requirements. Fundraisers will appreciate little touches throughout the system that make it clear that Affinaquest knows its audience. Affinaquest’s philosophy can be described as focusing on its core competency — powerful fundraising software — and allowing customers to add on other Apps that are specialties in their own areas.

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