Tips, Opinions & Notes from our Team

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

Filtered Integration

Connecting Salesforce to your email inbox

by Jasmine Woods | May 27, 2022

Cirrus Insight Integration or Salesforce Integration - Which is right for you?

Integration, 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

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

The Mountaineers Go Mobile

by Karen Uffelman | October 10, 2016

Go check out on your favorite mobile device. Its beautiful!

CRM, Engagement Strategy, Integration

Salesforce Integration Supercharges Dogwood's Organizing

by Barbara Christensen | August 31, 2016

When Dogwood Initiative needed to mobilize BC residents to reclaim decision making power over the air, land, and water they depend on, they turned to distributed organizing motivating and empowering champion volunteers to lead and organize others.

Advocacy, CRM, Integration, Salesforce

Essentials 5, Part 2: Evaluating Salesforce Intergrations for Nonprofits

by Chris McCullough | June 14, 2016

In a previous post, we talked about the qualities we look for in a good Salesforce integration: reliability, transparency, configurability, well-supported, and playing well with NPSP.

CRM, Integration, Salesforce

The quest: broadcast email & salesforce

by Chris McCullough | May 19, 2016

I have a (possibly unhealthy) obsession with broadcast email platforms that integrate with Salesforce. Im always searching for the email holy grail the right balance of power, usability, and reliability.

CRM, Integration, Salesforce

5 Essential Quantities of Great Salesforce Integration (Part 1)

by Matthew Scholtz | May 17, 2016

The vast ecosystem of 3rd-party integrations is one of the big reasons so many nonprofits use Salesforce.

CRM, Integration, Salesforce

What Happened at Speed Geek?

by Karen Uffelman | May 22, 2015

For all of those you who joined us for Speed Geek (as well as those who didnt!), we wanted to follow up with a quick recap.

CRM, Integration, Percolator Love, StepUp