Tag Archives: CRM

9 Resources Every Nonprofit Salesforce Admin Needs to Know

Are you the Salesforce Admin for your nonprofit? Was that always meant to be your role, or is it one you’re assuming because #multiplehats?

We have a phrase for those in the latter. We call you “accidental admins”, because so often that’s what nonprofit database administration is. It’s also how many of us got our start in Salesforce land.

Whether you’re in this for the long haul or desperately looking to break free, Salesforce can be overwhelming. It’s a a complex product, backed by a massive ecosystem. Where does one start?

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How to Coordinate Your Org’s Next Big Email Campaign

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Getting ready to send out an email campaign on behalf of your nonprofit?

If there’s one project that unifies (or divides!) departments most, it’s the email campaign. Volunteer managers, fundraisers, & program staff all need to email their constituents. Even the ops staff don’t get a break, as they’re often the ones putting those lists together for us!

But whether this is your first campaign or your fiftieth, this doesn’t have to be chaos.  A good process never hurt nobody, and you’ll definitely need one to execute something this important.

There’s a method to this particular nonprofit madness. Let’s talk email.

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7 Reasons Your Nonprofit Will Want to Move to Lightning

Okay, nonprofits. It’s time to move to Salesforce Lightning.

I know you love (or at least tolerate your disdain) for Salesforce Classic. I get that the idea of switching sounds like a nightmare! But surely you knew this was coming.

In case you’re a Salesforce admin who somehow hasn’t heard, Lightning is the newest Salesforce interface. Without intending to sound like a gimmicky salesperson, Lightning is the way of the future for Salesforce customers.

I mean really. We’re going from this…

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