Judi Sohn

DECEMBER 23, 2009

And it was cumbersome to organize and build. This application makes building step-by-step tutorials so incredibly easy. I considered making a private Posterous or blog for the docs, but I think I'm going to stick to HTML where the template is easier to edit, and I can more easily organize content and embed in Salesforce.

Jing 140

Jing PDF Wiki Movie 140

Judi Sohn

JULY 30, 2011

Both IRS-recognized nonprofit organizations are using the Education Edition of Google Apps, which offer more features, support and storage space than the Free edition. In both cases, I only had to fill out a simple form providing the organizations’ Tax ID number to verify its nonprofit status. With good reason.

Google 150

Google Adwords Program Cancer 150

Judi Sohn

OCTOBER 29, 2010

This year, there were enough nonprofit organizations already on Common Ground to warrant a session or two aimed at users, rather than just to sell existing Convio clients to the application as was found at previous Summits. I just got back from 3 fabulous days in Baltimore at the Convio Summit user conference. We don't care.

Convio 113

Convio Tips Grant Baltimore 113

Judi Sohn

JUNE 25, 2011

In our organization, all contacts are in Salesforce regardless of whether or not they've ever given us a dime, directly or indirectly. Your donation tracking application may vary. I start out with a "I wonder if I could." Maybe they get our eNewsletter. Maybe they followed a link from a Google Ad. Did they follow an ad?

Donor 133

Donor Report Time Contact 133

Judi Sohn

JANUARY 24, 2010

Each Facebook user, after authorizing the Chase application, got 20 votes to distribute among their favorite charities. I hated watching our supporters eat the fins of other organization's supporters while they lobbied for votes for their favorites. That a local organization is more deserving than a national one?

Contest 150

Contest Charity Childhood Nonprofit 150

Judi Sohn

JUNE 25, 2011

In our organization, all contacts are in Salesforce regardless of whether or not they've ever given us a dime, directly or indirectly. Your donation tracking application may vary. Maybe they get our eNewsletter. Maybe they followed a link from a Google Ad. I know Common Ground and the Nonprofit Starter Pack (NPSP) have it.

Donor 100

Donor Report Time Contact 100

Judi Sohn

APRIL 28, 2011

Make sure that what looks good in your email application looks right in all the others. I decided to have the emails come from the organization's main email account rather than me: To change/setup organization-wide addresses, Setup -> Administration Setup -> Email Administration -> Organization-wide Addresses.

Template 154

Template Contact Adobe Tutorial 154

Judi Sohn

JANUARY 24, 2010

Each Facebook user, after authorizing the Chase application, got 20 votes to distribute among their favorite charities. I hated watching our supporters eat the fins of other organization's supporters while they lobbied for votes for their favorites. That a local organization is more deserving than a national one?

Contest 100

Contest Childhood Charity Nonprofit 100

Judi Sohn

APRIL 28, 2011

Make sure that what looks good in your email application looks right in all the others. I decided to have the emails come from the organization's main email account rather than me: To change/setup organization-wide addresses, Setup -> Administration Setup -> Email Administration -> Organization-wide Addresses.

Template 100

Template Contact Adobe Tutorial 100

Judi Sohn

JANUARY 8, 2010

I have a tendency to keep a bunch of apps open at once, and when of those applications is Firefox my entire system quickly drags to a crawl. Not being able to organize/sync bookmarks was a bit of a deal breaker. With Chrome taking less room in RAM, everything seems to run faster.

Bookmarking 100

Bookmarking gMail Badge Google 100

Judi Sohn

MARCH 3, 2011

I guess I'll be grateful for that, as it was my being vocal about my displeasure over the timing of the conference that introduced me to many of the people in the organization I hold dear today. In fact, this year we have NTEN Organization membership so there will be four of us at the conference.

Time 113

Time NTC DC Org 113

Judi Sohn

DECEMBER 17, 2011

I know there are many other 3rd party applications that enhance reporting, some probably have a steep price tag. I won’t speculate here as to what that price is, but I’ve heard rumors and suffice to say, it may be tough for smaller organizations to swallow even with the Foundation’s discount. This is very, very cool.

Org 180

Org Analytics Contact Convio 180

Judi Sohn

MARCH 3, 2011

I guess I'll be grateful for that, as it was my being vocal about my displeasure over the timing of the conference that introduced me to many of the people in the organization I hold dear today. . In fact, this year we have NTEN Organization membership so there will be four of us at the conference.

Time 100

Time NTC DC Org 100

Judi Sohn

AUGUST 18, 2013

In the 20 months since I left Fight Colorectal Cancer, I would guess that I’ve logged in to no less than 150 nonprofit Salesforce organizations. When trying to troubleshoot a problem, one of the first things I typically look at is how the organization has structured their security and sharing model.

Open 259

Open License Nonprofit Profile 259

Judi Sohn

APRIL 17, 2010

There is no bird's eye view for an organization. We already have a different time tracking and expense application that serves our needs. . People in charge of the organization can look across all projects. Instead of listing the tasks on the left with bars across the dates, 5 pm put the task names right in the interface.

Project 147

Project Tools Management Online 147

Judi Sohn

APRIL 17, 2010

There is no bird's eye view for an organization. We already have a different time tracking and expense application that serves our needs. . People in charge of the organization can look across all projects. Instead of listing the tasks on the left with bars across the dates, 5 pm put the task names right in the interface.

Project 133

Project Tools Management Online 133

Judi Sohn

SEPTEMBER 5, 2011

That means that approximately 60% are using other applications such as Convio Common Ground or Luminate, the old template, Affinaquest , Outreach Suite or any number of combinations. It doesn’t matter which application you use, or how your implementation partner has configured your customizations. Lots of possibilities.

Model 238

Model Data Classes Nonprofit 238

Judi Sohn

MARCH 11, 2013

I’ve spoken to so many organizations who are now in the process of deciding their next steps. This isn’t an exhaustive list, it’s just the applications that I’ve become the most comfortable working with since joining KELL Partners. It’s about how the organization recognizes the gift when it’s made.

Life 215

Life Pledge Gift Nonprofit 215

Judi Sohn

MARCH 1, 2012

That I would get too much distance from the day-to-day of actually using Salesforce/Common Ground at an organization. Our application, Common Ground, doesn’t have any membership functionality (yet). Truth is, every day I’m faced with a new and interesting challenge to solve.

Track 140

Track Convio Contact Cancer 140

Judi Sohn

JANUARY 1, 2010

My mantra: if it takes longer to keep my tasks organized than it takes to do the tasks, then it's the wrong solution. If you hold down control-option-space it will look at what you have in the active application or selected and include detail in the task notes. That works for linking my task application to my email.

gMail 100

gMail Application Comparison Files 100

Judi Sohn

JULY 27, 2009

It’s been a little over a month since I signed on the dotted line for Common Ground , Convio’s Force.com application for nonprofit donation and constituent management. There are so many smart little touches throughout the application. Here’s a little update on how it’s going. Donations are named consistently.

Convio 113

Convio Report Doc Contact 113

Judi Sohn

MARCH 25, 2013

This post is part 3 in a series of articles aimed at organizations on Common Ground who need to get excited about what’s next if they decide to stay on the Salesforce platform. Then the organization attaches their gifts to either Appeals, or maybe Events. Best of vendor vs. best of breed.

Life 133

Life Doc Adobe Pledge 133

Judi Sohn

JUNE 12, 2009

Now we have an official Twitter account , a few Facebook causes , a Facebook application for our Cover Your Butt mobile integration and a Facebook fan page. Keep in mind that our organization speaks to a smaller population than your average disease support/awareness group since we specifically focus on advocacy and patient education.

Social Media 100

Social Media Effective Media Cancer 100

Judi Sohn

JUNE 12, 2009

Now we have an official Twitter account , a few Facebook causes , a Facebook application for our Cover Your Butt mobile integration and a Facebook fan page. Keep in mind that our organization speaks to a smaller population than your average disease support/awareness group since we specifically focus on advocacy and patient education.

Social Media 100

Social Media Effective Media Cancer 100

Judi Sohn

AUGUST 9, 2009

It was always a struggle before differentiating when a gift was from an organization or entity, and when it was from a single person. Accessing Salesforce from an external application is not an all-you-can-eat buffet. Now it’s much easier. The best part of the switch is how much better it is to run reports.

Convio 100

Convio API Test Contact 100

Judi Sohn

JUNE 18, 2009

They shouldn’t be read and organized like a standard inbox handles email messages, which is the way most readers treat RSS feeds. It appears that the application will auto-update itself, as if it were a hosted web app. Thanks to Fever , a brand new RSS feed reader from web guru Shaun Inman , it’s okay.

RSS 100

RSS Feeds Headline Hosting 100

Judi Sohn

JUNE 18, 2009

They shouldn’t be read and organized like a standard inbox handles email messages, which is the way most readers treat RSS feeds. It appears that the application will auto-update itself, as if it were a hosted web app. Thanks to Fever , a brand new RSS feed reader from web guru Shaun Inman , it’s okay.

RSS 100

RSS Feeds Headline Hosting 100