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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How to use Twitter to Raise Awareness for Your Nonprofit

Tweeting to Raise Awareness for Your Nonprofit

In the age of social media, anything humans say can be transferred across the globe in a matter of seconds. Shane Jones at Nten.org recently outlined ways nonprofit organizations can use Twitter and are able to do a lot of good with it. Below are his tips to use Twitter to raise awareness along with some examples of nonprofits using this medium well.

On Twitter, nonprofit charities are able to gain a tremendous following. Some of the more powerful nonprofits include UNICEF with over 2 million followers and the Gates Foundation with just over 1 million followers. These two are examples of how large an audience, free from geographic restrictions, a nonprofit can reach on Twitter. Even smaller or newer nonprofits are effective at building a significant online presence if they’re willing to put in the time and work.

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Six Ways to be a Great Client

Six Ways to be a Great Client

Idealist Consulting’s Calista Carter recently wrote a blog post about how to be a great client. Her list included tips and things to keep in mind, but also referenced one of our favorite movies, Jerry McGuire. We’ve reprinted her tips below with permission from Idealist Consulting.

Reflecting on a recent client engagement, I find myself thinking of a scene from Jerry McGuire. No, it’s not “you had me at hello” or “show me the money” (although I’ve had those moments, too). No, this time it’s that “Help me help you” scene where Jerry (Tom Cruise) and the Rod (his football player client played by Cuba Gooding Jr.) are in the locker room after a game. Help. Me. Help. You. Sounds easy, right? Want to have a great relationship with your consulting partner and save time and money for your organization? Here are six recommendations, culled from years of experience on projects of all sizes.

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Salesforce Foundation, Dreamforce 2013 and NPO Engagement Party!

Dreamforce_The_Connected_Cause
We are coming up to an exciting time and I’m not talking about end of year fundraising, I’m talking about Dreamforce 2013! Taking place in San Francisco from Monday, November 18 through Thursday, November 21, this conference is not one to be missed if you use Salesforce. Speakers this year include the President of Yahoo, Marissa Mayer; COO of Facebook, Sheryl Sandberg and CEO of Salesforce.com, Marc Benioff.

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