Create and Track Your Year-End Fundraising Campaign in Under 10 Minutes

It's July. The sun's out. The office is a touch quieter than other times of the year. You're heading out of town next weekend for that thing. It's a perfect time... to think about year-end fundraising.

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How To Fix Your Data Before You Add It To Salesforce

For those of you following along, you know that data loading is one of my favorite hobbies. And yet, I know that actually loading data into Salesforce is only part of the equation in creating an efficient and effective CRM environment.

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Get Your Data Right For The Year Ahead

Happy New Year, Non-Profit Nation! Following the rush and stress of year-end fundraising, now is a great time to start dreaming about the year ahead and what you might want to accomplish for your org.
Undoubtedly, some of those tasks on the to-do list probably involve your Salesforce data. Maybe it's cleaning up those records from year-end donors, or importing data from that spreadsheet that's been sitting on your desktop for three months. Whatever the challenge, I've got some more data loading how-to coming your way, to get you started in 2014.

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Salesforce Data Loading: Keep Your Data Clean and Updated

I am a self-confessed data nerd. Not the kind of data nerd that pours over spreadsheet after spreadsheet of info, but the kind of data nerd that spends a lot of time thinking about the best way to store, migrate, and clean data for optimal use.

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Soft Credits and Donation Workflows - Two New Videos!

Today we release two more videos in our series on Managing donations in Salesforce.

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Customize Donation Tracking in Salesforce

September brings a change of seasons in more ways than one.  For fundraisers, the summer of planning is over and end-of-year fundraising begins. As part of this transition, Forcify.me is happy to release two new videos for the fall that help nonprofits customize how donations are tracked in Salesforce.

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Salesforce Dashboards: Leading Indicators of Success

In the lives of Development Directors, the ability to see trends in the performance of fundraising, marketing or communications efforts is a big deal!  

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New Training Series: Nonprofit Data Models in Salesforce

In this our latest release the team at Forcify.me tackle one of the more complex and nebulous questions related to Salesforce and the Nonprofit Starter Pack: which Salesforce data model is right for your organization?

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What I love about Matrix reports

Forcify.me has launched a new training video on Salesforce Summary and Matrix reports for nonprofits!  Frankly, I'm exhausted from the effort so I'll dive into the recent archives for a blog post on why these reports can be so incredibly useful for nonprofits.  Enjoy!


Development Directors get three consistent questions from the Executive Director and Board of Directors:

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New Training Video: Report Filters in Salesforce

Jackson River and Forcify.me are pleased to announce the newest addition to our Salesforce Reports & Analytics Video training series. Report Filters in Salesforce covers how to use one of the core features of this incredibly powerful CRM product for nonprofits.

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