was successfully added to your cart.
Category

Volunteer Management

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.

Read More

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.

Read More

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.

Read More

App Review: AAKonsult Campaign Status

By | Attendance Tracking, Event Management, Salesforce News and App Reviews, Volunteer Management

Screen Shot 2016-02-24 at 5.41.33 PMCampaigns are a super useful tool in Salesforce, especially for nonprofit organizations looking to track their marketing and fundraising efforts, attendance to events or even programmatic offerings. However, creating and using a campaign is just the beginning.

The whole point of creating a campaign is to track its impact and how do we do that? With tracking its Campaign Members and Campaign Member Responses! Standardizing Campaign Member Status’s or responses is key to consistently measuring the impact of the types of campaigns you hold.

But did you ever notice that there are only two default Campaign Member Status values available to you?

Read More