Judi Sohn

MARCH 18, 2013

In Common Ground, organizations had very little flexibility to control exactly how contacts were matching against the database. Best yet, this information stays with the contact. With Click & Pledge, no organization should be spawning contact dupes from online forms anymore. Just a few checkboxes. Take it or leave it.

Pledge 174

Pledge Life Contact Database 174

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. I realized that we didn't have an easy way set up to see how we were doing in converting some of those contacts to donors if they converted months or even years after their initial entry into our CRM.

Donor 133

Donor Report Time Contact 133

Judi Sohn

APRIL 15, 2013

For example, let’s say you wanted to see all contacts who had a certain attribute (such as an opt in field), had given to a certain campaign and also had relationship to another contact.

Life 200

Life Application Comparison Map 200

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. We're good about making sure every contact in our database has the Lead Source field populated. Maybe they get our eNewsletter. Maybe they followed a link from a Google Ad. It adds up. .

Donor 100

Donor Report Time Contact 100

Judi Sohn

APRIL 28, 2011

welcome series of emails to new contacts. We have a lot of information on our website that may be harder for a new visitor to find. Our strategy: We want to send new non-donor contacts a series of 3 short emails. So I created 3 date fields on the contact record to show that the welcome email was sent.

Template 154

Template Contact Adobe Tutorial 154

Judi Sohn

DECEMBER 17, 2011

Even though I have some insider knowledge through the Salesforce MVP program, I am not using any of that information in this post. I have built a number of custom objects, most are the children of the account or contact. The most obvious difference on first login to Spring ’12 is in Social Contacts. It’s worrying me.

Org 180

Org Analytics Contact Convio 180

Judi Sohn

APRIL 28, 2011

Now that our rebranding is off the ground, we've finally implemented something in Salesforce I've wanted to do for a long time…a welcome series of emails to new contacts. We have a lot of information on our website that may be harder for a new visitor to find. Add contact fields for monitoring.

Template 100

Template Contact Adobe Tutorial 100