Tips, Opinions & Notes from our Team

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

Filtered Best Practices

Equitable Data Collection: Data Stewardship and Analysis

by Kai Addae | December 4, 2024

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.

Best Practices, CRM, Engagement Strategy, Salesforce

Equitable Data Collection: Best Practices for Demographic Questions

by Kai Addae | November 19, 2024

This is part three of Percolator's Equitable Data Collection series. Join us as we take a deep dive into asking the tough questions.

Best Practices, CRM, Engagement Strategy, Salesforce

Equitable Data Collection: Designing for Your Audience

by Kai Addae | October 31, 2024

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.

Best Practices, CRM, Engagement Strategy, Salesforce

Equitable Data Collection: Basic Principles

by Kai Addae | October 9, 2024

This is part one of Percolator's Equitable Data Collection series. Join us as we explore the how and why of data collection.

Best Practices, CRM, Engagement Strategy, Salesforce

Data Collection - Do it Better!

by Karen Uffelman | October 8, 2024

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.

Best Practices, CRM, Engagement Strategy, Salesforce

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