If your org has extra time to commit to Salesforce while working from home, this is the perfect time to put it to use for housekeeping of your Salesforce instance!
Salesforce Housekeeping to do in Quarantine
Tag: CRM
Constituent Relationship Management (CRM) is the center of engagement technology. In these blogs, we share best practices, analysis tips, and project reviews.
Tales from the Trenches: 3 Database Administrators Explain Why They Love Their Jobs
We notice that behind each of our most data-driven clients is a database admin who loves their job. We interviewed them to find out what their organizations get right.
What’s Happening with Salesforce Lightning in January?
Does Salesforce's email "REMINDER: Critical Update for Lightning Experience" have you worried you're about to be struck by lightning? You don't need a faraday cage, just a plan!
TrailheaDX 2019- First Impressions
Are you a nonprofit admin or developer wondering if TrailheaDX can help you improve your skills, connect with important allies, and improve your nonprofit’s engagement technology? Barbara's report from TDX19 has the answers...and astronauts!
The Importance of a Thorough Discovery Process
A discovery process is where your consultants spend time digging into how your systems currently work as well as your needs and ambitions for your new system. Discovery usually includes staff and/or other stakeholder interviews, technical research, and the formulation of an architectural approach and implementation budget.
Six Technology Policies and Processes Every Nonprofit Needs
Too often nonprofits manage technology from one emergency to the next, on a tiny budget, so technology policies may never cross their minds. But written technology policies are worth it. They will help you clarify your organization's approach to tech, set expectations for staff, and handle staff growth and turnover.
What happened at Dreamforce 17
At Dreamforce 2017 last week, Percolator enjoyed time with clients, celebrating women in tech, and learning these tips for admins and engagement superstars!
Endorsers: Your Powerful Base
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.
Followers: The Start of Something Big
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.
A Beautiful Custom Volunteer Platform
Speaking of lovely integrations (because aren’t we always?), here’s a story about a custom volunteer management platform we launched last year for the Washington Trails Association (WTA).
Play in Your Salesforce Sandbox!
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. The only law that seems to cater to Wile E. (and us) is Murphy’s …
The Mountaineers Go Mobile
Go check out mountaineers.org on your favorite mobile device. It’s beautiful! The early engagement strategy work we did with The Mountaineers (here’s a link the case study) is now displayed at our fingertips, and kudos to the lovely design and web development from our friends Neal Maher, Ethical UX, and the awesome team at Jazkarta. Our …
Salesforce Integration Supercharges Dogwood’s Organizing
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. When they needed all the tools they rely on for distributed organizing to integrate instead of get in …
Friends with Benefits — Monthly Donors
Guest post by Sarah Nason, Operations Director at the Win/Win Network Full disclosure – this is not an unbiased post. I’m an avid fan of monthly giving programs. I always tell people that becoming a monthly donor is great because it, “gives us the sustainable funding we can count on each and every month to …
Baby it’s warm outside: Summertime tips to maximize year-end giving
Guest post by Alia McKee, Sea Change Strategies Christmas carols in July? Please, no. Building snowmen instead of sand castles at the beach? Nah. Wooly sweaters at the swimming hole? Absolutely not. The cold, short days of winter seem far away, but that doesn’t mean you shouldn’t be thinking about year-end during the summer months. …