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: Integration
Blogs about system integration, with Salesforce and without.
Connecting Salesforce to your Email Inbox
Cirrus Insight Integration or Salesforce Integration – Which is right for you? We get this question a lot. And the answer is: it depends, and here’s why. Quite frankly, we used to always recommend Cirrus Insight because the Salesforce Integrations were a bit buggy and overall, just didn’t offer the greatest user experience. But… …
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.
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!
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).
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 …
Essential 5, Part 2: Evaluating Salesforce Integrations for Nonprofits
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. But evaluating those qualities can be difficult. Even seemingly simple integrations are quite complex under the hood. Often, you won’t find problems until you’ve been using it for a …
The Quest: Broadcast Email & Salesforce
I have a (possibly unhealthy) obsession with broadcast email platforms that integrate with Salesforce. I’m always searching for the email holy grail — the right balance of power, usability, and reliability. When I heard in September that Campaign Monitor was launching a new Salesforce integration, I had to take a look. I’ve always liked Campaign …
5 Essential Qualities of Great Salesforce Integrations (part 1)
The vast ecosystem of 3rd-party integrations 1 is one of the big reasons so many nonprofits use Salesforce. There are integrations for everything from broadcast email and SMS messaging to online donations and advocacy. A good integration is incredibly valuable: it will put data at your fingertips, save you time, and help you make better decisions …
What happened at Speed Geek?
For all of those you who joined us for Speed Geek (as well as those who didn’t!), we wanted to follow up with a quick recap. Speed Geek was a blast, complete with cowbell, and the great feedback we’ve received has us thinking we shouldn’t wait too long before planning another event. If you don’t …
O Mountaineers!
Today we launched mountaineers.org, the culmination of many years (three, to be exact) of visioning, planning, development and testing. The Percolator team partnered with Jazkarta to build a sophisticated platform with heavy-duty functionality that is also intuitive and beautiful for users. And we couldn’t be more pleased with the results! If you don’t know The …