Recap of Salesforce’s First Ever MVP Summit


Last week I attended the first ever Salesforce MVP Summit. For those of you how are not familiar with the MVP program, read more about my thoughts on becoming an MVP.

The MVP Summit was a 1-day no-holds-barred meeting of MVPs and Salesforce executives. I can’t talk about the details of what they showed us, but suffice to say that everything they presented will be here in the next year and it is awesome! At one point we were so excited that we stood up and started cheering. Granted, we are all super Salesforce geeks who live and breathe Salesforce every day, but I think others will be excited about the improvements in store as well.

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Top 3 Things to Keep in Mind During Data Migration


Data migration typically accounts for more than 60% of the total hours in a database development project, yet it often receives the least attention from the client. Clients often think of data migration as being done during the night by “the man behind the curtain”, while in reality, a good data migration requires a lot of input and engagement from the client. Because we are very much in the business of proper expectation setting, we find that with data migration, it pays to know what’s going on behind that curtain.

To that end, we’ve created a list of the Top 3 Things to Keep in Mind during Data Migration.

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Responsive Websites in Plain English: Whatchoo Talkin’ Bout, Willis?


I don’t know about you – but I am getting a little sick and tired of amazing technology advances around here.  Phones, mobile operating systems, tablets, phablets.  Just when you get a great looking, user-friendly website launched it seems there’s another device that makes it look crappy.   Read on and learn how to decide what type of mobile/responsive option will work best for your needs and budget.

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Overview of the Core Business Processes for a CRM Implementation


Throughout the CRMready webinar series and blog posts that have followed, one piece of advice that kept popping up again and again “make sure you communicate.” This is the key to successfully implementing your new Constituent Relationship Management (CRM) system. Today’s blog post is no different. After the discovery phase, you will need to take a look at your current processes and evaluate how they will fit in or change once the CRM implementation is complete. Below are some of the core business processes that you will need to consider when moving to a new CRM and tips on things to communicate to your team.

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How to Select the Correct Data Structure in Salesforce for your Nonprofit: Person Account

How to Select the Correct Data Structure in Salesforce for your Nonprofit: Person Account

We’ve come to the end of our series where we look at the different data structures in Salesforce. As we discussed in our first two post of this series, Salesforce is an extremely pliable database, which allows for a number of different configurations across multiple industries. In our first post we took a look at using the Account to Contact structure for your nonprofit, and the second post was all about the Individual Account (NPSP). As we said before, Salesforce has limitations which are dictated by the architectural “structure” you choose, so be sure you read about all three structures before selecting one.

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Raiser’s Edge Integration with Luminate Online


Good news for those clients who have been exporting/importing information between The Raiser’s Edge and Luminate Online: Blackbaud has released the first connector between the two systems (the announcement page indicates that “The Raiser’s Edge has changed its status from ‘single’ to ‘in a relationship’”). Looking very similar to the Blackbaud Net Community “linking” interface, it allows biographical and gift information to flow between Raiser’s Edge and Luminate Online. Information flows bi-directionally, so that your records in Raiser’s Edge (RE) and Luminate Online will always match one another.

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