501partners Archives - 501Partners LLC

Staff brainstorming ideas

When Should You Automate in Salesforce?

By | 501Partners News, CRM & Salesforce, Data Management, Good Governance, Nonprofit Management, Nonprofit Resources

…I have observed that people want the magic new thing more than they want improved management to fix problems. Managers need to carefully determine the areas in their business where new technology is the right choice and other areas where a back-to-basics management approach may be more effective.

- Temple Grandin, quoted in Tribe of Mentors by Timothy Ferris

Is Your Organization Truly Ready to Automate?

Nonprofits are in a unique position with their technology needs. With complex program delivery and ever-changing funder requests for new and different data, it is often a struggle to map an organization’s processes, let alone find the right technology to support those processes.

In my role as 501Partners’ senior solutions architect, I’ve had the opportunity to build or design dozens of interesting, complex technical solutions for a range of organizations using Salesforce. Needless to say, I’ve learned some important lessons along the way.

Lesson 1: Assess internal capacity. It’s critical to align internal capacity with technology selectionthis is so important that it became the subject of an entire ebook.

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Meeting Your Mission & Ours: Introducing Bootcamp PLUS Trainings

By | CRM & Salesforce, Nonprofit Resources, Our Services

Like all of our clients, 501Partners is a mission-driven organization. We do the work we do because we want to support the vital services that nonprofits perform. And how do we do this? 501Partners provides nonprofits with tools to track outcomes and plan for the future in an informed way.

Salesforce is our primary tool of choice to help accomplish this goal. For the last four years we have had the privilege of working with over 165 organizations, all with diverse missions. Whether it be job readiness, eliminating the achievement gap, disability rights, promoting citizenship, health services access, or homelessness prevention and legal reform — we believe Salesforce is the most powerful and flexible data tool available that will meet your nonprofit’s data needs.

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501Partners is Thankful For…

By | 501Partners News

A simple list of the things we’re truly thankful for as Turkey Day approaches:

  1. The NPSP Data Importer. We recently were introduced to this impressive tool by the Salesforce Foundation’s Marc Baizman. Currently, our consultant, Paul, is checking into all of the great features included in this data importer. Expect more information soon!
  2. Funny cat videos. Sometimes you just need to laugh. We are big fans of turning to YouTube for our fixes, and our go-to search is ‘funny cat videos.’ Here’s a sample of our favorites.
  3. Chocolate. The 501Partners office is partially fueled by chocolate. In what we call ‘The Fun Room,’ we have several varieties. Just like with Salesforce solutions, one size does not fit all, and expecting only Hershey’s to cut it for the diverse chocolate needs of our staff would just be wrong. (Note: This is also a stellar reason to become a Salesforce Academy participant.)
  4. Coffee. In addition to chocolate, coffee is THE fuel for all of 501Partners’ needs. We can always be counted on to have fresh coffee brewing. Whether it’s first thing in the morning, 2pm or late at night, it is essential that a pot of coffee is ready and waiting to be devoured by our lovely band of caffeine-aholics.
  5. Our Bootcampers & Academy participants. Salesforce Bootcamp and Salesforce Training Academy are two of our favorite things that we do here at 501Partners. Between the amazing people that we get to meet at each training and the wonderful amount of learning that goes on as a result, we are truly grateful to be able to run these programs.
  6. Salesforce. Of course we’re thankful for Salesforce, the platform upon which we base everything we do. Salesforce is such an efficient and powerful tool, and it makes life so much easier for us and for our clients…We can’t not be extremely grateful for it!
  7. Clients. Time to get serious: We LOVE our clients. Each and every one. The whole reason that we do what we do is to help the nonprofit sector make the world a better place for everyone. The fantastic group of nonprofit organizations that make up our client list are truly real-life superheroes. Without them, the Greater Boston area, the nation, and the world would all be lacking something amazing. Whether they are rounding up food for those in need, making sure that all children – no matter their background – have access to superior education, or something in between, our clients leave us in awe each and every day.
  8. Each other. Finally, we are grateful for each other. Here at 501Partners, everyone has a great deal of love and respect for one another, and we are able to combine our skill sets in ways that benefit our clients. All of us have the same philosophy of putting the client first and customizing all of our Salesforce solutions for the exact organization we are working with. And, possibly most important of all, we all know that a day without coffee is hardly a day at all.

Well, that’s our list. What are you thankful for? Let us know on Twitter and Facebook!

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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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.


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 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.