Categories
Productivity staying organized

When Nonprofit Tech Projects Stall, Part 2: How to Move Forward

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. 

Categories
CRM/Data marketing ops

How to Organize Your Marketing Ops for a Successful Giving Tuesday

Hello! Consider this your friendly reminder that Giving Tuesday is only 7 weeks away.

Some orgs prep for this day months in advance. So if your org defied the odds of 2020 and already has a complete plan, I tip my hat to you.

Credit: Giphy

But if that’s not your org, don’t worry. That’s why we’re talking about this now. 

Categories
Spreadsheets Videos

VIDEO: How to Clean a Messy Spreadsheet in under 10 min

Have you ever looked at a spreadsheet and thought “where do I even begin?”

Sometimes it’s a file we inherit from someone else in our org. Other times, it’s a data entry project turned disaster. Either way, our sector is no stranger to the messy spreadsheet. 

Categories
Spreadsheets

Spreadsheet Formulas You Need to Know, Part 2: 3 Simple Conditionals

This post is the second part of a Formulas-You-Need-to-Know series. If you haven’t seen the first part, you’ll want to start here.

But assuming you’re up to speed, get ready! This is another game changer.

Categories
Salesforce salesforce *tech* advice

The Best Salesforce Troubleshooting Secret: Login As User

When someone comes to you with a Salesforce issue, what’s the first thing you do to troubleshoot? 

If you asked me this question 4 years ago, my answer would not have been great. 

User issues were a chore when I was a new admin. First, I’d need to go back & forth with the person, just to fully understand what was happening.

Then, I’d realize the solution was hidden somewhere in the Narnia that is Salesforce Setup. When you’re not as familiar with Setup, that can feel like trying to find a needle in a haystack.

All this to say…Salesforce troubleshooting is tricky! There’s more to it than what I can fit into 500 words.

But one feature that I LOVE has helped me effectively troubleshoot for years. So I’m making sure you know about it.

Meet your new best friend in Salesforce Setup: Login As User.

Categories
Dee's Blog

Story Time: How the Org Database Became My Career

Gang! If you’ve been following me for a while, then you know a bit about my story. Like that before becoming a data princess (real nickname), I was an external-facing relationship manager. 

But I wanted to share more about my journey, because I know many of us are reflecting on our careers during the pandemic. Myself included.