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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CMS Guide for Nonprofit Organizations

CMS Platforms: A Guide for Nonprofits

Technology is always advancing. Sometimes we can keep pace, often it races ahead of us. Constituents and donors are increasingly savvy and have higher expectations of the organizations they choose to support. Mobile devices provide access to unlimited information 24/7. Your organization’s Content Management System (CMS) is likely your front door for a potential supporter.

Every bit and byte of your online ecosystem needs to be mobile friendly, user friendly, fast, relevant, and geared toward conversion. And ideally the data you collect ties right back into your Constituent Relationship Management (CRM) system – allowing you to provide the kind of customized constituent experience that creates long-term loyalty and value for your organization.

More than ever before, this kind of experience is possible for organizations of all sizes and missions. Modern nonprofit leaders understand that their website is not an afterthought – it can be used as a powerful tool to meet strategic business goals.

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Webinar Alert – How To Create Meaningful Constituent Relationships Webinar

Creating Meaningful Constituent Relationships Webinar

Every company, brand, even tv show, is competing for the attention of their audience these days. Many people often have their smart phones, tablets and laptops with them and on at all times engaging with friends, family and followers online. We’ve heard from many nonprofit organizations that they are also looking at how they can create deeper relationships with their constituents. Luckily for them, the innovative technology options and tools that are widely available make it easier to build and manage these relationships. To learn more about how to build these deeper relationships, The Connected Cause is hosting a free, two-part webinar series with guests 2DIALOG and Heller Consulting on December 3rd and 4th. Register now to learn how you can help your nonprofit develop a strategy to take your relationship-building and propel your mission to the next level.

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Best Practices for Selecting Applications for Salesforce

Best Practices for Selection Applications for Saleforce

One question we are asked all the time is: What is the top App you recommend to do [Insert Need Here] on Salesforce? Where do you go for [Insert Need Here]? This can be mass emailing, volunteer management, merging duplicate records or any number of the things our clients need to do every day. And oh, what a world this would be if we could tell you we had a secret (or not so secret) list of our very best favorites for everything. If we did, we’d probably sell it on eBay, head to the Caribbean for a year, come back next year and see what’s new.

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New Integrated Suites Product Review for Nonprofits

New Integrated Suites Product Review for Nonprofits White Paper

Tired of juggling data in multiple systems? Many nonprofits are. Since the popularization of online marketing applications, it’s been common for nonprofits to have at least one database to manage “offline” traditional fundraising and donor management, and another database to manage online marketing efforts.

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