Filtered Best Practices
Equitable Data Collection: Data Stewardship and Analysis
This is the final installment of Percolator's Equitable Data Collection series. Join us as we discuss the ways to explore the data you've collected while maintaining privacy and security.
Equitable Data Collection: Best Practices for Demographic Questions
This is part three of Percolator's Equitable Data Collection series. Join us as we take a deep dive into asking the tough questions.
Equitable Data Collection: Designing for Your Audience
This is part two of Percolator's Equitable Data Collection series. Join us as we explore important considerations for accessibility, evolving language, and designing your survey.
Equitable Data Collection: Basic Principles
This is part one of Percolator's Equitable Data Collection series. Join us as we explore the how and why of data collection.
Data Collection - Do it Better!
Clients ask us all the time for guidance with their data gathering efforts, so we've put together a guide with best practices for accurate, equitable data collection.
Managing Volunteer Waivers
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.
Top Tools to Track Legislative Data
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
From bugs in your home to duplicate records in your Salesforce, Jess is here to tell you how to remedy the situation.
Defeating Zombie Spreadsheets
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.
Why We Joined PledgeNoHate.tech
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!
Web accessibility
How to make sure your online content, volunteer options, fundraising features, etc. aren't hidden from the audiences you're trying to reach.
Primer on Unique Identifiers
Our Senior Consultant, Drew, wrote about unique ID's in Salesforce, data migration between databases, and what to keep in mind when deduping data.