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”
For many orgs, it’s the the end of the fiscal year. So it’s about that time when devo, IT, program and executive staff across the sector begin to ask the controversial question.
Is it time to ditch our nonprofit CRM / ESP / other database system?
Continue reading “Should your nonprofit migrate to a new database?”
Gang. I’ve learned a ton working as a database admin.
Obviously, there’s the technical stuff I never thought I’d ever know. Like what it takes to build a Salesforce flow, the difference between coding languages (ish), and even how an API works.
Not that I could tell you what API actually stands for.
Continue reading “11 Lessons Learned for being an Effective Database Admin”