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. Letâs talk Pardot.
Continue reading “What is Pardot? An intro + considerations for nonprofits”If Salesforce has come across your orgâs radar, youâve probably wondered âwhat exactly is this sales force thingâ. Â
Maybe you heard that itâs free for nonprofits. Or maybe youâve realized that nonprofit peeps can have strong opinions about using it…positive or negative!
Speaking as an admin in the sector, itâs true. The platform can inspire strong feelings on both sides. đŹ
But to determine if Salesforce is right for your org, itâs important to understand what it is and what itâs 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”To those shopping for your orgâs next CRM: howâs that process treating you?
Continue reading “8 Kinds of Nonprofit “CRM” Databases for Managing Constituents”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 donât 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. Youâre the lead on a major tech project thatâs been underway for a while – like a CRM implementation.
All of a sudden, things stop. Decisions arenât being made. Your Directorâs 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”
