I love the Salesforce platform, gang. Even when I’m laying out all the reasons why orgs may want to pass on it!
But today, I want to talk about another Salesforce tool that’s more on the marketing side. Let’s talk Pardot.
Continue reading “What is Pardot? An intro + considerations for nonprofits”
If Salesforce has come across your org’s radar, you’ve probably wondered “what exactly is this sales force thing”.
Maybe you heard that it’s free for nonprofits. Or maybe you’ve realized that nonprofit peeps can have strong opinions about using it…positive or negative!
Speaking as an admin in the sector, it’s true. The platform can inspire strong feelings on both sides. 😬
But to determine if Salesforce is right for your org, it’s important to understand what it is and what it’s not.
Continue reading “What is Salesforce exactly? An answer for nonprofits, by an admin”
So! Your org is implementing a new system. What’s your game plan for migrating all that data?
Perhaps you don’t have one, because #time. You spent enough of it searching for the right platform in the first place, and deciding whether to migrate at all. Then, you had to jump through all those hoops to start implementing!
Continue reading “6 Questions to Help You Prep for Your Data Migration”
The project management tool your org needs to know.
Somebody get me an Asana mug, because I’m going through a phase.
For those who don’t know, Asana is an online project management tool. The free version (which I use for most of my work & blog projects) has great features for tracking tasks, deadlines and assignees.
Continue reading “How to Organize an Email Marketing Campaign in Asana”
Losing traction on a project? You might actually be able to turn things around.
Imagine this. You’re the lead on a major tech project that’s been underway for a while – like a CRM implementation.
All of a sudden, things stop. Decisions aren’t being made. Your Director’s not committing to a contract. All that work, basically frozen in time.
Continue reading “When Nonprofit Tech Projects Stall, Part 2: How to Move Forward”