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. Read more »

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. Read more »

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. Read more »

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. Read more »

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