Imagine connecting one of the world’s most popular CMS to the world’s most popular CRM. Turns out you can have your cake and eat it, too. We’re here to tell you about some options to harness the power of these two systems and transfer data from WordPress to Salesforce. Organizations can choose from a variety of […]
Category Archives: User Tips and Tricks
May
22
Nonprofit Study Results: The One Solution Everyone Seems to Want
posted by Alicia Schmidt
In the previous post, we discussed “Four Key Challenges that Nonprofits Face when Implementing Salesforce,” as confirmed by an in-depth study of organizations of all sizes and types. Today’s post focuses on the other half of the study: Which proposed solution seems to get the community most excited? We’ll also hear from Alicia Schmidt, the […]
May
15
Top Tips for Choosing a CRM for Fundraising
posted by Alicia Schmidt
What’s the first thing a fundraiser learns? Say “thank you.” And why? Because the first rule of fundraising is this: It’s all about relationships. When you go to choose new a fundraising system, keep that rule front-and-center. How will the system I’m looking at help me better identify, cultivate and manage relationships? How will the […]
May
15
4 Key Challenges NPO’s Face When Implementing Salesforce
posted by Alicia Schmidt
When executed right, adopting Salesforce can be transformational for a nonprofit. It can change the entire way an organization operates, helping their transition to a smarter, more efficient, more data-driven, and ultimately more impactful operation. But it doesn’t take very long working with nonprofits on Salesforce to recognize that the same set of challenges keep […]
May
07
How to Integrate Plone CMS and Salesforce
posted by Alicia Schmidt
by Sally Kleinfeldt, Director of Consulting Services at Jazkarta, which develops custom web applications and sophisticated content management systems using the most advanced and secure open source technologies available. She has many years of experience in web development, data and content management, search and information retrieval, GIS and data visualization, and agile software development practices. She […]
April
11
Integrating Drupal and Salesforce CRM
posted by Alicia Schmidt
by Lev Tsypin, Thinkshout and Tom Williamson, jacksonriver The Foundation is please to welcome guest bloggers Lev Tsypin, Partner & Director of Engineering at Thinkshout and Tom Williamson, Founder and CEO – jacksonriver. Read more about the authors at the end of this post. Got Salesforce.com? Got Drupal? If so, then you probably have wanted to integrate your Drupal […]
April
08
Top 10 Questions to Ask When Choosing a Salesforce App
posted by Alicia Schmidt
by Brad Struss, Principal of Bigger Boat Consulting The Foundation is pleased to feature this guest blog post by Brad Struss, Principal of Bigger Boat Consulting. In addition to helping nonprofit organizations implement Salesforce, they are the consultant working with NCB Capital Impact to create HomeKeeper, a Salesforce AppExchange package for affordable homeownership programs. You are […]
3 steps to setting up successful email marketing using Salesforce
posted by Alicia Schmidt
The Foundation is pleased to feature this guest blog post by Ryan Ozimek, CEO of PICnet, the company behind Soapbox Mailer, the first native Salesforce mass email app built for nonprofit organizations. So your organization has adopted Salesforce and you’re on your way to data management success. You’ve customized Salesforce to streamline your collecting of […]
Groundwire’s 10 Rules of Engagement
posted by Alicia Schmidt
The Foundation is excited to be able to share this guest blog post by Karen Uffelman from Groundwire, a nonprofit organization that brings the power of engagement to nonprofits working on today’s greatest social and environmental challenges. Groundwire is also introducing a new engagement app for Salesforce users next week at Dreamforce 2012. At Groundwire, we design […]
How Do I Enter This Donation? A Primer for NPSP users.
posted by Alicia Schmidt
by Nick Bailey, Force.com Developer with Salesforce.com Foundation. Reposted from his blog. One of the recurring questions in the Salesforce for nonprofits world is about how we handle money and enter Donations/Opportunities to best track donations, grants, etc. Here, I’ll outline how I handle common scenarios in the Non Profit Starter Pack (NPSP), and how […]
Measuring Adoption: Is your CRM solution healthy and growing?
posted by Alicia Schmidt
by Alicia Schmidt, Customer Success Evangelist So, you’ve successfully set up your instance of Salesforce CRM, or you are newly responsible for managing your organization’s Salesforce CRM instance. Now what?Your salesforce.com org is living animal, getting fed data by a diverse group of users and growing and changing constantly over time. How do you know […]
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