How Lean Nonprofit Teams Personalize Their Outreach: 3 Tips
When you manage a lean development team, the idea of truly personalizing donor outreach can feel like a luxury. You’re already wearing five hats, managing volunteers, and trying to hit your quarterly targets. The last thing you have time for is a massive data overhaul or a complex CRM implementation project. The good news? Your […]
Personalizing Member Engagement: How Associations Can Leverage Technology to Deliver Tailored Experiences
In today’s hyper-connected world, members expect more than just value—they expect relevance. Associations that embrace personalized member engagement realize stronger retention, deeper loyalty, and increased member satisfaction. Through the rapid advances in technology, delivering tailored experiences is no longer reserved for corporations with massive budgets. Today’s associations, no matter their size, have access to tools […]
Doing More with Less: How Salesforce Foundations Empowers Nimble Nonprofit Teams
Nonprofit organizations often face the challenge of “doing more with less,” grappling with limited time, budget, or staff while striving to achieve their mission. We recently presented a webinar, “Doing More with Less: How Salesforce Foundations Empowers Nimble Nonprofit Teams,” where we showcased how Salesforce Foundations can provide practical solutions for these common pain points. […]
A Guide to Salesforce User Adoption
by Bamlak Haile, Consultant Implementing Salesforce is just the first step in transforming your organization’s processes. True success comes from user adoption. Without proper adoption, even the most well-configured Salesforce instance can become an underutilized tool. This guide outlines key strategies to ensure successful Salesforce user adoption within your organization, whether you’re a business optimizing […]
Sprout Social for Salesforce: Enhancing Social Engagement and CRM Integration
In today’s digital landscape, social media plays a critical role in shaping customer relationships and brand perception. Companies that effectively integrate social media management with their customer relationship management (CRM) system can gain a competitive edge by delivering seamless and personalized customer experiences. Sprout Social for Salesforce is designed to bridge this gap, helping businesses […]
Spring ’25 Updates for Marketing Cloud Account Engagement: What Nonprofits Need to Know
By Michael Chevrette and Melissa Hill Dees Salesforce’s Spring ’25 release brings several exciting updates to Marketing Cloud Account Engagement (MCAE)—and nonprofits leveraging Nonprofit Cloud or NPSP should take note. From AI-assisted content generation to smarter data integration, these enhancements can help you streamline operations, connect more deeply with supporters, and improve impact reporting. In […]
Summer! Implement Pardot Now to Set it and Forget it Ahead of End of Year Giving
Ah, sweet summertime. It’s the perfect time of year for sunshine, pool days, bbqs, ice cream and …a Pardot implementation? Yes, a Pardot implementation. Hear us out. During the summer both you and your donors shift focus. Donors are on vacation, you may be as well. It’s a welcome albeit small break from the hardest […]