Judi Sohn

article thumbnail

Salesforce crossroads

Judi Sohn

We’ve been using Salesforce as our primary everything database since mid 2006. Our database is set up based on the old nonprofit best practice of putting individual constituents/donors in a bucket “Individual&# account. The fantastic NPSF (Nonprofit Salesforce) community will help support those who are using it.

Convio 100
article thumbnail

What's new and cool in Convio Common Ground version 3

Judi Sohn

I don't want to wait while a utility searches the entire database and then I have to fish for the one I saw. Each segment you build can be assigned a priority, so in the end you're not sending the same letter to John Smith because he's a Board Member but then another to him in the same appeal because he's a donor. I certainly have.

Convio 100