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

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 Parctices, 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 Parctices, 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 Parctices, 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

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 Parctices, 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 Parctices, CRM, Salesforce, StepUp

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 Parctices, CRM

What Happened at Dreamforce 17

by Barbara Christensen | November 14, 2017

At Dreamforce 2017 last week, Percolator enjoyed time with clients, celebrating women in tech, and learning these tips for admins and engagement superstars!

CRM, Percolator Love, Salesforce

Endorsers: Your Powerful Base

by Karen Uffelman | August 31, 2017

Your message resonated, they say they agree! On your engagement pyramid, they are level 2, Endorsers. Learn how convert them in our latest DIY engagement strategy installment.

Advocacy, CRM, Engagement Strategy, Fundraising

Followers: The Start of Something Big

by Barbara Christensen | May 23, 2017

When your observers stop watching your work from the sidelines and officially opt in to your movement, they become followers. Here's how to convert, measure, and engage them.

CRM, Engagement Strategy

A Beautiful Custom Volunteer Platform

by Karen Uffelman | March 3, 2017

Speaking of lovely integrations (because arent we always?), heres a story about a custom volunteer management platform we launched last year for the Washington Trails Association (WTA).

CRM, Integration, Percolator Love, Salesforce, StepUp

Play in Your Salesforce Sandbox!

by Chad Harris | October 11, 2016

I love the Road Runner cartoons! Somehow, the very fabric of space and time seems to twist and fold to the liking of this Jedi Master bird. But most of us can relate much more to our buddy Wile E. Coyote.

CRM, Salesforce