This update has been a big project as the field has changed significantly since we last published. Our goal remains the same — to help campaigners, Salesforce admins, and technology decision-makers choose the best advocacy platform. In this report, you will find an in-depth analysis of the various options including feature highlights, Salesforce integration details, …
Tag: CRM
Constituent Relationship Management (CRM) is the center of engagement technology. In these blogs, we share best practices, analysis tips, and project reviews.
Low Code Just the Ticket for Virtual Event Integration
Low code solutions were just the ticket for a seamless virtual event integration to Salesforce, for healthcare innovators CCI.
Thinking about Salesforce Admin Certification?
Going through the process of Salesforce Administrator certification can bolster your skills and knowledge so you can take better advantage of all that Salesforce provides and be a stronger champion in your organization.
Sacred Heart Community Service Coronavirus Response
Read about the amazing work Sacred Heart Community Service's staff and volunteers, supported by Percolator, have done in Santa Clara County in response to the impact of the Coronavius outbreak.
Salesforce Housekeeping to do in Quarantine
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!
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 …