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How to drive Salesforce Adoption
It’s likely that you have invested a lot of time and money into your CRM database, and while it may be a very valuable asset to your organisation, you may find difficulty getting your users onboard with using it to its full advantage. In this article we will discuss...
The best (free) process mapping tools for nonprofits
Process maps, also known as flowcharts, are diagrams that can be created to visualise the processes used at your nonprofit organisation. Why is it important to create process maps? Saving Time Processing mapping is an important step to streamlining and refining the...
Accounting Integrations with Salesforce Nonprofit Cloud
If you use nonprofit cloud as your single source of truth for your charities donations, you may want to consider implementing an integration or tool to help connect your fundraising with finance. In this article we will discuss the different types of options available...
Should I let a volunteer work on my Salesforce org?
Your Salesforce org will probably be one of the most important tool you use at your charity. It is therefore very important that it is managed correctly and regularly. Many charities ask us if it's worth getting a volunteer to help out with the management of their org...
How Salesforce was used to deliver 37,000 hot meals during the pandemic.
2020 was a tough year for many families in the UK and worldwide. With the pandemic coming into full swing, many families lost their jobs or were put on furlough, costing families either all or 20% of their salaries at a time they needed it the most. Many key workers ,...
Why Every Charity Needs a CRM
Anyone who has worked with one before will know that charities are very busy places. Ongoing operational, project and outreach activities are vital to the success of charitable organisations and it is important that these are managed correctly, securely and easily....