A great set of flow diagrams to help you determine which social media sites your organization should be on. Be sure to visit the full article from Saleforce here to read what organizations should understand about their brand and audience from the very beginning.Read More
Email Marketing Automation can have a huge impact on your organization. It allows you to better target your audiences to get the best possible engagement. You probably already know that you could use it, but making a decision on which option is best for you can be challenging. In a webinar with Predictive Response and Idealist Consulting, they discuss how to make email marketing automation work for your organization and go into detail on three types of automation campaigns.Read More
Nonprofits are continuously presented with opportunities to engage with constituents – partners, volunteers, advocates, donors, the beneficiaries of the mission and more. While some organizations rise to the challenge and provide a rich engagement experience to those seeking to connect, other times organizations miss an opportunity to meet constituents with the right type of engagement at the right time. Those missed opportunities can translate to loss of connection, loss of dollars, loss of goodwill and loss of motivation to do more with the organization.
Creating a robust and effective Engagement Strategy is one of the most effective ways to create richer and more rewarding relationships with your constituents, and an important first step toward developing an organizational CRM road map for the future.Read More
With the growth of Cloud Computing and the Salesforce Platform, many people are looking to learn how to work within this space and increase their skill level. While some of the terminology may seem foreign, the Salesforce community has developed a wealth of resources for you to use, whether you want to learn new concepts or deepen your existing understanding of the platform.Read More
While helping with the Salesforce Foundation office hours a few weeks ago, I was asked an excellent question. Someone asked if there was any place where they could find all the limitations/gotchas on Salesforce Activity records (i.e., Tasks and Events). While I had a few answers, I knew there must be more, and I realized I had never seen a single location describe all of them. I’ve collected all the major ones I could find from friends in the Salesforce Community, both nonprofit and for-profit. This includes fellow MVPs as well as gracious persons in the Power of Us HUB. Of course, you could scan through the Ideas site as well, but I think these are the ones that affect people the most and I’ve heard of more than once.