All Posts By

Allan Huntley

Mastering Click and Pledge Memberships with Salesforce

By | CRM & Salesforce, Donor Tracking and Management, Nonprofit Resources, Operations and Development

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In a prior blog post about “How to Handle Memberships in the Salesforce Nonprofit Starter Pack,” we shared how to manually enter memberships into Salesforce, but what do you do if you have online memberships? Click & Pledge (C&P) a popular online donation tool that integrates excellently with Salesforce, can handle all of your online membership needs. 

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New Upgrade To FormAssembly

By | Salesforce News and App Reviews

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If you use FormAssembly to manage your online forms, then you’ve probably noticed that it looks completely different. The new version, called “Gemini,” has been released to all current users. From our perspective, it is more of a user interface upgrade than a change to current functionality. One big plus is that FormAssembly has added a few new features around creating, filtering and editing reports. For those of you who live on your mobile device, you can now access your form settings and responses right from your phone.

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Express Grants: Training Reimbursement for Nonprofits from the Workforce Training Fund

By | 501Partners News, Nonprofit Resources, Operations and Development
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010816-IMG_3106As a non-profit executive, you know that your most vital asset is your employees. In a time where you face constant challenges in technology and funding, training is essential for maintaining the effectiveness of this critical resource. Rarely does an opportunity to enhance your employee’s skills and expertise crucial to your organization present itself in as easy and generous manner as it does with the Workforce Training Fund.

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MapAnything: Using Geo-Analytics to Boost Your Donations

By | Data Management, Donor Tracking and Management, Salesforce News and App Reviews, Volunteer Management

MapAnywhereMapAnything is an incredibly powerful and robust geo-analytics tool available to Salesforce users. It’s a visual tool that is ideal for marketing and development, with clear applications for team and business management. While MapAnything wasn’t specifically designed for nonprofits, it’s a very translatable utility. We’re big fans, and we want to tell you why.

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9 Salesforce Terms Every Nonprofit Needs To Know

By | Nonprofit Resources, Salesforce News and App Reviews
9 Salesforce Terms Every Nonprofit Needs To Know from 501PartnersThink of Salesforce as its own country, and these nine terms and ideas as the first words or phrases you need to get around. With these key phrases, you’re on the road to nonprofit Salesforce fluency: tracking constituents, segmenting them, grouping them, understanding their relationships with you, and customizing them into a working database for your needs.

If you want to speak Salesforce, and understand how to apply it to a nonprofit organization, begin your journey here:

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What Nonprofits Should Know About Salesforce Lightning

By | Salesforce News and App Reviews

 

We often tease that Salesforce excels in functionality, not beauty. The Salesforce interface has had a 1990s look since…the 1990s, but it’s finally been gifted with a massive facelift! Salesforce Lightning is a modern, future-forward look that is streamlined, mobile friendly, and intuitive. More user friendly than ever before, the Lightning Winter ‘16 release reminds me of the current mobile experience, Salesforce1. While there are some functionality upgrades, Lightning at its core is a cosmetic upgrade. Not that we’re complaining at 501Partners.

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5 Things We Love About the SalesforceIQ for Sales Cloud App

By | Nonprofit Tech, Operations and Development, Salesforce News and App Reviews
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Last month, Salesforce announced the launch of SalesforceIQ for Sales Cloud app (Chrome extension for Gmail, iOS and Android Apps). We’ve test driven the Chrome extension and love what we’ve seen. If your organization uses GMail, here are five huge benefits to installing the app.

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Salesforce Tip: Email Many Contacts at Once

By | Data Management, Nonprofit Tech

Have you ever looked at a list of Salesforce contacts and wished you could email some of them without having to create a campaign or a special view?  Have you ever been frustrated that the NPSP’s Affiliated Contacts structure removes the one useful part of Salesforce emailing (the ability to find other contacts with the same Account)?  Do you often need to email all Contacts affiliated with an Account?

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Salesforce Tip: Entering Non-Standard Donations

By | Donor Database, Operations and Development, Volunteer Management

Not all the donations your organization relies upon come in the form of cash, check or credit card.  In-kind donations can be essential, whether they come in the form of donated office equipment or auction items to raise money at an event.  Donors will often declare the value of their item, but you may want to track and report on these donations differently than cash.

To facilitate reporting, we recommend creating a distinct record type for In-Kind Donations on the Opportunity object.  Include a custom field called “Estimated Value” so that you can reserve the “Amount” field for monetary donations.

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Salesforce Tip: Tracking Board and Committee Members in Salesforce

By | Donor Database, Volunteer Management

As the Director of a non-profit agency, the most important relationship you have is with your board of directors.  Board members are often your “super-donors”: they give their money, they give their time, and they give their connections to help you pursue other funding opportunities.  You want to keep careful track of board members present and past.

501Partners recommends two primary ways to keep your list of board members up to date.  One involves Affiliations and the other Campaigns.  Each has their particular strengths so you can choose on the basis of how your particular board is constituted and how they participate in the life of your organization.

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