From Onboarding to Recognition: Using Salesforce for Volunteer Management
Stephanie Saville Stephanie Saville

From Onboarding to Recognition: Using Salesforce for Volunteer Management

Volunteers are the lifeblood of any nonprofit organization, dedicating their time, skills, and passion to support important causes. Effectively managing volunteers is crucial for ensuring their engagement, satisfaction, and retention. Salesforce, with its powerful capabilities, offers a comprehensive solution for managing every aspect of the volunteer lifecycle, from onboarding to recognition.

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Leveraging Donor Gift Info: A Strategic Approach to Fundraising
Stephanie Saville Stephanie Saville

Leveraging Donor Gift Info: A Strategic Approach to Fundraising

In the dynamic landscape of nonprofit fundraising, organizations are constantly seeking innovative strategies to maximize their impact. One powerful tool at the disposal of fundraisers is donor gift information. By harnessing the data from previous contributions, nonprofits can create targeted and personalized campaigns that resonate with donors, leading to increased engagement and support.

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A Quick Overview: Donor Segmentation for Fundraising Appeals
Stephanie Saville Stephanie Saville

A Quick Overview: Donor Segmentation for Fundraising Appeals

Since we’re not living in a perfect world and we don’t have endless amounts of resources, segmenting is the next best option for personalizing communications.

Segmenting is simply organizing all of your supporters into groups or categories and ensuring your communication is customized to their interests, preferences, and giving abilities.

This blog shares strategies and ideas for segmenting your supports for each fundraising appeal.

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Empowering Nonprofits: Integrating Wealth Tools in Salesforce
Stephanie Saville Stephanie Saville

Empowering Nonprofits: Integrating Wealth Tools in Salesforce

Integrating wealth management tools into Salesforce can revolutionize the way nonprofits handle their fundraising, donor management, and financial planning. This blog explores the benefits of leveraging wealth management tools within Salesforce and the steps to successfully implement these tools.

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Are You Using Your Data for Good or Evil?
Stephanie Saville Stephanie Saville

Are You Using Your Data for Good or Evil?

Dr. Noble educated the 2023 NTEN conference audience on the dangers of using data collected on individuals to discriminate. What was new information to me, was HOW data was being used to make room for discrimination. Are organizations and individuals using data collected for good or evil? (I’m using the term “evil” loosely.)

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5 Useful Salesforce Integrations for Nonprofits
Stephanie Saville Stephanie Saville

5 Useful Salesforce Integrations for Nonprofits

Salesforce is known for its capability to integration with thousands of software tools teams are already using. In this blog, we’ll explore 5 useful Salesforce integrations that nonprofit teams will love.

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Our 7 Favorite Free & Low-Cost Tech Tools for Nonprofits
Stephanie Saville Stephanie Saville

Our 7 Favorite Free & Low-Cost Tech Tools for Nonprofits

Every year Nonprofit Tech for Good publishes as huge list of free and low-cost technology tools for nonprofits. It’s a treasure mine of resources, but it can be overwhelming to explore all of the tools. In this blog, we highlight our top 7 favorite tools based on our first-hand experiences.

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Thinking of Switching to Salesforce?
Stephanie Saville Stephanie Saville

Thinking of Switching to Salesforce?

Is your nonprofit considering switching to Salesforce and you're not sure how to budget for the transition? This blog will share items your organization should consider when building a budget for not only Salesforce implementation, but also ongoing expenses year after year.

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How to Stand Out During Year-End Fundraising Asks
Stephanie Saville Stephanie Saville

How to Stand Out During Year-End Fundraising Asks

Quarter 4 every year is filled with fundraising ask messages - from #GivingTuesday to year end appeals to email blasts. How do you stand out from the crowd and ensure your donors see your messages above all of the others? Check out this blog for tips and suggestions!

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If You’re Not Using Salesforce Dashboards, You’re Missing Out!
Stephanie Saville Stephanie Saville

If You’re Not Using Salesforce Dashboards, You’re Missing Out!

Too often I've worked with nonprofit Salesforce clients that never had their dashboard object set up in their database. Needless to say, they're missing out and I was eager to help them get them set up. Check out this blog to see what Salesforce dashboards look like and why you should be using them daily.

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Is Salesforce FREE for Nonprofits?
Stephanie Saville Stephanie Saville

Is Salesforce FREE for Nonprofits?

Many nonprofits want to switch databases and are unsure where to start. Salesforce.org is free for nonprofits - but what are the hidden costs? This blog breaks out the costs associated with implementing Salesforce for qualified nonprofits.

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What Does Salesforce Implementation Actually Mean?
Stephanie Saville Stephanie Saville

What Does Salesforce Implementation Actually Mean?

Many nonprofits who want to transition to Salesforce learn that they need to hire an implementation partner? What does that actually mean? Is it really required? What's included in an implementation? This blog will answer the most common questions about Salesforce Implementation for nonprofits.

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5 Tips for Investing in a New CRM
Stephanie Saville Stephanie Saville

5 Tips for Investing in a New CRM

Learn 5 crucial reasons why every organization needs a CRM or a “customer relationship management” tool. If you're toying with the idea of purchasing a CRM and you're not exactly sure if you should, learn why it's a must-do TODAY.

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