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Monthly Archives

October 2014

Real Life Heroes: Shelter Music Boston

By | CRM & Salesforce
Last week we highlighted our client, Haymakers for Hope, and had so much fun doing it that we’ve decided to profile some more real life do-gooders. This week, we’ll take a look at our client, Shelter Music Boston. Shelter Music is just what it sounds like; a nonprofit dedicated to bringing world class music to homeless shelters in the Greater Boston area. As the people of Shelter Music put it, they are citizen artists working for social change – “Just as others work to shelter and feed homeless citizens, Shelter Music Boston feeds their souls.”

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salesforce crm

Review of Online Giving Platforms for Salesforce (Fall 2014)

By | CRM & Salesforce

When it comes to online donation platform solutions for Salesforce, three big names come to mind. There are plenty of others beyond these three, but they often have less capacity to integrate with Salesforce and will not be as effective for your organization without this capability. Click & Pledge, Form Assembly + Paypal and Soapbox are reviewed in detail below by our excellent Salesforce consultant, Bill. Ultimately, the decision of which online giving platform to choose will be yours, but here are our thoughts on the matter:

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Why Nonprofits Love Our Salesforce Training Academy

By | Our Services

salesforceSince kindergarten, any learning environment you’ve been a part of has likely been full of your peers. From elementary school through high school, to college, workshops, conferences and beyond, learning is best done in groups. Research shows that, when you have someone who thinks similarly to you with whom you can discuss and contextualize ideas, you are far more likely to retain them. That’s why our Salesforce Training Academy for Nonprofits brings you together with your peers from the nonprofit sector for the duration of the five-week session. With other nonprofit professionals, you are able to give and gain feedback, consider concepts in new and different ways, and to form a camaraderie around the learning of Salesforce. Here are a few more reasons why nonprofits love our Salesforce Training Academy:

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First, Do No Harm: Does Your Salesforce Instance Need Preventative Care or Major Surgery?

By | CRM & Salesforce

What do Salesforce and the human body have in common? And why are we about to compare 501Partners to your primary care physician? The answer is simple: Implementing and maintaining a Salesforce instance at your nonprofit requires a lot of moving parts; kind of like maintaining your health requires multiple systems, organs and cells to organize and cooperate. What the human body does is amazing, and we think Salesforce is pretty amazing, too. Sometimes, though, such powerful tools are complex and require some explaining to understand their complexity. Kind of like that anatomy class we all had to take in high school.

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salesforce winter 15 update

What to Expect From Salesforce’s Winter ’15 Update

By | CRM & Salesforce

salesforce winter 15 updateDespite what we want to believe, the weather is getting colder and the seasons are changing. As we inch closer to the New Year, those of us at 501Partners are gearing up for Salesforce’s Winter ’15 update, and we want to get you in the spirit, too! In addition to addressing the additions and changes requested on the IdeaExchange, Salesforce will be improving just about every facet of the current system. No need to panic, though! Unlike the drastic and alarming changes that some tech companies implement, this will still be the Salesforce that you know and love, just with minor fixes and improvements So, what exactly will be new in the Winter ’15 update?

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ngo connect

A Look At NGO Connect

By | CRM & Salesforce

ngo connectIn September, Salesforce launched their latest tool for nonprofits, an all-encompassing cloud system called NGO Connect. Now, after a month of researching this latest offering, we want to give you a look into why NGO Connect might work for your organization. Salesforce broadcasts NGO Connect as a way to manage constituents via a comprehensive, 360-degree view, and to create lasting relationships with these constituents, volunteers, donors and all of the other folks who are essential to your organization’s success. The idea is that NGO Connect is a CRM for the social media era and that constituents expect NPOs to deliver whenever and wherever. Optimized for mobile devices and accessible from any place with internet access, NGO Connect takes the best parts of Salesforce for nonprofits and gives you easy access to each of them, allowing you to spend less time searching for data and information and more time fulfilling your mission.

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Spotlight On Haymakers for Hope

By | CRM & Salesforce

Each and ehaymakers for hopevery one of our clients has a unique, inspiring story and mission. We know that these nonprofits are working hard to make the world a better place, that’s why we have decided to feature them here on our blog. This week, in the wake of our extremely exciting time at Belles of the Brawl, we’re featuring Haymakers for Hope. Haymakers for Hope is a wonderful organization whose mission is to raise money and awareness for cancer research. How do they do it? Boxing! Through multiple charity boxing events each year, Haymakers for Hope donates money to the Dana-Farber Cancer Institute in order to knockout cancer.

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salesforce

Why Salesforce for Your Nonprofit?

By | CRM & Salesforce

salesforceAt the core of your nonprofit’s CRM selection is a question: Which service is going to be the most beneficial for our organization and our clients? Chances are, someone within your nonprofit is familiar with Salesforce. At the very least, they are aware of its existence and its position as the leader in CRM services for nonprofits. Salesforce is likely to be the first service that you research. The question does not become “which CRM service?” but rather “why Salesforce?”  From the vast features of the Nonprofit Starter Pack (NPSP) to the fact that Salesforce is free to nonprofits, let us explain why this cloud-based service is the best for your nonprofit organization.

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Video Testimonial: Stephen Phillips Memorial Scholarship Fund

By | CRM & Salesforce

The Stephen Phillips Memorial Scholarship Fund awards qualified students with renewable academic scholarships. To qualify for these awards, students must demonstrate financial need, academic achievement and a commitment to community service. The Stephen Phillips Memorial Scholarship Fund sought out 501Partners to help implement a more effective Salesforce strategy for managing their student applications. Throughout our engagement with the Stephen Phillips Memorial Scholarship Fund, we simplified their processes with our Applicant Manager app and helped them use Salesforce to maximize the efficiency of their database.

Video Testimonial: United Planet

By | CRM & Salesforce

United Planet is an organization whose mission is to “create a world in which all people understand, respect and support one another.” One of United Planet’s most popular programs sends volunteers abroad to over 35 countries for anywhere from one week to one year. As part of our engagement with United Planet, we helped them implement Salesforce from the beginning, while training their staff to be proficient in the tool. We are involved in a “phase two” with United Planet that will help them grow and improve their organization via their Salesforce instance.