Category

CRM & Salesforce

Oct 20
0
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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Oct 20
0
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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Oct 15
0

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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Oct 08
0
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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Oct 06
0

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.

Oct 06
0

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.

Oct 06
0

Video Testimonial: Food For Free

By | CRM & Salesforce

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Food for Free is a great organization which rescues fresh food that might otherwise go to waste, and distributes it to those in need via the local emergency food system. During our Discovery process, a need for electronic food tracking was assessed. Because Food for Free is such a large organization, distributing more than 1 million pounds of food per year, the paper-based system they had long relied on was quickly becoming outdated. Our engagement with Food for Free resulted in the implementation of our Food Manager app. Now, Food for Free can track their food intake and distribution from mobile devices with real time roll-up into Salesforce. Watch the video to learn more about 501Partners’ work with this amazing nonprofit.

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Sep 26
0

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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Sep 22
0
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

Sep 15
0
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.