Tips, Opinions & Notes from our Team

Distilling our knowledge, experiences, and resources on a wide range of digital, technical, nonprofit, and advocacy topics.

Managing Volunteer Waivers

by Jessica Townsend | August 14, 2024

Client Success Manager, Jessica, takes a deep dive into managing your volunteers' waivers- reviewing some of the special considerations needed for volunteers under 18 years old.

Best Practices, CRM, Salesforce

Top Tools to Track Legislative Data

by Jessica Townsend | July 31, 2024

Not all tools provide access to the three levels of legislative data. Take a look at what Jessica had to say about the considerations to make when picking the right tool for your CRM.

Advocacy, Best Practices, CRM, Engagement Strategy, Salesforce

Managing Duplicates

by Jess Manvell | June 27, 2024

From bugs in your home to duplicate records in your Salesforce, Jess is here to tell you how to remedy the situation.

Best Practices, CRM, Salesforce, Training

Defeating Zombie Spreadsheets

by Kai Addae | June 14, 2024

Our Senior Consultant, Kai, details how to make the transition to your new Salesforce CRM smoothly, ensuring that no zombie spreadsheets rise from the dead.

Best Practices, CRM, Salesforce, Training

Why We Joined PledgeNoHate.tech

by Saige Silverman | May 6, 2024

Earlier this year, we joined PledgeNoHate.tech as a founding member. With threats to democracy on our minds, we believe in the power of teaming up and using technology as a tool for good!

Advocacy, Best Practices, Percolator Love

Web accessibility

by Karen Uffelman | April 18, 2024

How to make sure your online content, volunteer options, fundraising features, etc. aren't hidden from the audiences you're trying to reach.

Best Practices

Primer on Unique Identifiers

by Drew Piston | March 19, 2024

Our Senior Consultant, Drew, wrote about unique ID's in Salesforce, data migration between databases, and what to keep in mind when deduping data.

Best Practices, CRM, Salesforce

Get to Know Our Newest Team Members

by Saige Silverman | January 9, 2024

Over the last year, we've added three new staff to the Percolator Team! Learn more about them here.

Percolator Love

We'll miss you, Jasmine!

by Saige Silverman | January 3, 2024

Jasmine Woods, our outoging Operations Manager, is off to tackle methane and other unmanaged climate risks with a new gig at Spark Climate Solutions. We will miss her, but are happy that such an important cause will benefit from her operations savvy.

Percolator Love

Client Spotlight: GreenWave

by Saige Silverman | November 7, 2023

GreenWave is a team of leaders, farmers, scientists, organizers, and food system experts. Together, they work to train and support regenerative ocean farmers, both creating jobs and protecting the planet.

Percolator Love

New from Salesforce: Nonprofit Cloud

by Karen Uffelman | May 23, 2023

You may have heard that Salesforce recently rolled out a new product offering for nonprofits. It's called the Nonprofit Cloud. Is it for you? Maybe in the future, but probably not yet.

Salesforce

A farewell interview with Chad Harris

by Jasmine Woods | February 1, 2023

Percolator said farewell to Chad Harris, our Practice Lead and a dear friend. We took some time to talk with Chad before his departure to reflect on his tenure at Percolator and discuss what he plans to do next.