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

Low code is just the ticket for virtual event integration

by Barbara Christensen | July 20, 2021

Its mid-2020 and your organization will be delivering its programming virtually for the near future.

Best Practices, CRM, Integration, Salesforce

Thinking about Salesforce admin certifications?

by Jessica Townsend | March 12, 2021

Whether you are new to Salesforce or have been using it for years, you might be wondering if it is worth your time to pursue a Salesforce Administrator Certification.

Best Practices, CRM, Salesforce, Training

Salesforce housekeeping to do in quarantine

by Kellen Johnson | May 15, 2020

This is the perfect time to put it to use for housekeeping of your Salesforce instance, either on your own or in partnership with a consultant!

Best Practices, CRM, Salesforce

Tales from the trenches: three database admins explain why they love their jobs

by Kellen Johnson | October 17, 2019

We notice that behind each of our most data-driven clients is a database admin who loves their job.

Best Practices, CRM, Salesforce

What's happening with Salesforce Lightning in January?

by Barbara Christensen | September 12, 2019

Did you get an email from Salesforce, REMINDER: Critical Update for Lightning Experience ? Are you full of questions?

Best Practices, CRM, Salesforce, StepUp

Read About our Work with Ceres

by Kellen Johnson | January 1, 2019

Ceres is a sustainability nonprofit. But they do things differently: theyre making a business case for sustainability by organizing influential investors.

Best Practices

Discovering Your Hidden Engagement Pyramid

by Barbara Christensen | June 11, 2018

This week, Barbara presented at The Digital Nonprofit conference in Vancouver, BC. She took the room on a journey into the wilds of creating an engagement strategy.

Advocacy, Best Practices, Engagement Strategy, Fundraising

The Importance of a Thorough Discovery Process

by Karen Uffelman | April 18, 2018

At Percolator, we work with nonprofits, and nonprofits have limited budgets.

Best Practices, CRM