Tips, Opinions & Notes from our Team

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

Filtered StepUp

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

Observers: Your Future Champions

by Karen Uffelman | March 19, 2017

Every single one of your supporters, from your petition signers to the chair of your board, started as an Observer, the bottom level of your engagement pyramid. Do you have a strategy to engage your Observers?

Engagement Strategy, StepUp

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

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