Tips, Opinions & Notes from our Team

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

Filtered CRM

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

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

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

Sacred Heart Community Service Coronavirus Response

by Kellen Johnson | May 15, 2020

Sacred Heart Community Service is one of the leading Silicon Valley Human Services Agencies in the fight against poverty.

CRM, Engagement Strategy, Percolator Love, Salesforce