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Inspiration, best practices, and tips for nonprofits and businesses to take CRM and marketing automation further. See guidelines for guest submissions here.

Step it up: How to use NPSP Levels for moves management

Last year, at Dreamforce 2016, I presented on how you could use the Nonprofit Success Pack, usually referred to as NPSP, in a variety of different ways to extend Salesforce’s...

Increase online giving with wealth screening

Today’s post comes from Michael Lukich of WealthEngine, an online wealth intelligence tool to help nonprofits find potential donors. Over the years, wealth screening has become a...

What makes Salesforce different?

We are frequently asked about what makes Salesforce special, or different. As consultants who have worked almost exclusively with Salesforce for over ten years, we have many opinions...

Is marketing automation right for my company?

Mark Twain once said, “If it’s your job to eat a frog, it’s best to do it first thing in the morning. And if it’s your job to eat two frogs, it’s best to eat the biggest one first.”...

The Healthy CRM: documenting your processes

The beginning of a new year offers an opportunity to focus efforts on areas of your life that you’d like to improve. Many people choose to eat healthier or get in better shape. We like...


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