Monthly Archives

September 2014

Salesforce Training For Everybody: A 501Grants Overview

By | CRM & Salesforce

salesforce trainingAt 501Partners, we are committed to providing a full range of Salesforce solutions for nonprofits. We know that you want to learn the powerhouse that is Salesforce so that your organization can fully maximize its potential. Of course, sometimes budget constraints interfere with these goals. That’s where 501Grants comes in. Let’s not let budget constraints hold your NPO back from Salesforce success. Since many nonprofits simply do not have the budget to utilize our Senior Consultants, 501Grants uses one of our Consultant in Training Program participants to lead your project. With eight weeks of intensive training under their belts, our Consultant in Training will guide your nonprofit through implementation and consulting. Our CiT’s certainly know their stuff, but they will always be backed by one of our Senior Consultants as they engage in Discovery, provide a Project Roadmap, and execute implementation. Participants in the 501Grants Program will receive 40% off of our prevailing rates.

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social media fundraising ideas

Nonprofit Fundraising Ideas: Harnessing Social Media With Salesforce

By | CRM & Salesforce, Nonprofit Management, Nonprofit Resources, Nonprofit Tech

fundraising ideasA study by SurveyMonkey made headlines last week when it revealed that social media users are far more generous than we might think. The survey, which polled around 1,000 adult users who identified their social media habits as ‘regular,’ yielded some very useful insights for nonprofits, including which social networks are the most effective for implementing fundraising ideas. In particular, LinkedIn users were found to be the most charitable, having given, on average, more than $100 and more than ten hours to various causes in the past year. What’s interesting, though, is that less than 1% of these same users find LinkedIn to be useful for finding out about charitable causes and events. When it comes to brainstorming fundraising ideas for your nonprofit, don’t underestimate the power of social media; further, don’t neglect to research which networks will work the best for your campaign. Though these tasks can seem daunting, they’re important, and Salesforce understands that. Here are a few handy ways to harness social media with Salesforce and to really propel your online fundraising.  Read More

salesforce

Salesforce Issues Malware Warning

By | CRM & Salesforce, Information Technology, Nonprofit Tech

Salesforce has recently announced that certain malware may be able to steal a user’s Salesforce credentials. At this time, Salesforce does not believe it is affected. However, it is always good to take preventative measures in these situations. The name of this malware is Dyre or Dyreza; this would be a program (like a virus) that runs on the user’s computer. The malware could target any site, it just so happens that Salesforce is its target. (Click here to learn more about malware) You should follow the instructions below to keep your Salesforce account and your computer safe.

  1. Find out what antivirus program is running on your computers (home, work, laptop, etc. – anywhere that you might login to Salesforce).
  2. Use the website of your antivirus program or contact your IT provider to find out if you are protected from Dyre or Dyreza.
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Salesforce API Announcement (September 2014)

By | CRM & Salesforce, Nonprofit Resources, Nonprofit Tech

Salesforce has made some changes, but you don’t have to worry about what they mean for your NPO. That’s what we’re here for. Salesforce has changed their API (Application Program Interface) a little bit and this may affect some of your connected apps. The impact should be minimal and you will be able to login, but some features may act strangely until the permissions are corrected. Outlined below are the specifics of this change, along with screenshots to better help you understand how to deal with the shift. Read More

Salesforce Demo for Nonprofits

By | CRM & Salesforce, Nonprofit Resources, Nonprofit Tech, Our Services

Thank you for your interest in our Salesforce Demo Webinar! This webinar is intended to give you a basic understanding of Salesforce and its capabilities. This Salesforce Demo is narrated by Stefanie Archer, our Director of Training and Support. Stefanie is a Certified Salesforce Administrator.

Simply enter your name and email into the provided space to gain access to this video.