Author archives: Steve Ley

Every single project with our Salesforce clients involves a component of turning your data into actionable information. Here’s video playlist (none longer than 4 minutes!) that we use to help prepare our community of nonprofit database coordinators, accidental admins, and data geeks alike prepare for richer conversations about nonprofit reporting and dashboards. As you’re watching, don’t…

As the Salesforce Foundation continues to grow and evolve, it has continued to renew its commitment to making powerful nonprofit CRM, integration, and reporting tools available freely for organizations eligible for its 10 free license programs, and at very low costs thereafter. And we continue to see new evidence of that commitment in the form…

Despite whether you are new to Salesforce or you are still deciding whether or not nonprofit program management in Salesforce is right for you, you have likely realized that making this system work for your nonprofit’s specific needs isn’t exactly straightforward. When navigating such a sophisticated system as a beginner, it’s easy to become overwhelmed with…

Have you thanked your donors lately? Hmm… Those email solicitations might be causing more harm than good. If you’re not putting as much effort into thanking your donors and demonstrating the impact of their gifts over time as you are in asking for money, they might be less likely to renew. Then you’re left scratching…