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”
Whether it’s your donor database, email marketing platform or other CRM – here’s how to make sure those automated processes are serving your org.
Automations are like magic to end-users. They inexplicably make life easier.
But for the admins who build them, they can feel closer to rocket science. So it’s no wonder that some orgs take a set-it-and-forget-it approach. Why fix what isn’t broken?
But you never want to wait for something to break to get your attention. Crashed automations can cost your org – if not financially, then at least in data quality or time. (p.s. This is also true for integrations, which are even more delicate since they require third-party access to your data!)
Continue reading “8 Questions For Auditing Your Org’s Database Automations”