Judi Sohn
JUNE 25, 2011
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. We're getting better at asking for donations in our non-appeal communications like all the other nonprofits do.
Judi Sohn
JUNE 25, 2011
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. We're getting better at asking for donations in our non-appeal communications like all the other nonprofits do.
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Judi Sohn
JUNE 8, 2013
Over the past few years I’ve come to appreciate the Salesforce Foundation’s Nonprofit Starter Pack (NPSP). The interface is clunky and it doesn’t proactively allow you to create donor records on the fly or apply payments to an existing opportunity record. This initial release came out even better than I imagined it.
Judi Sohn
MARCH 18, 2013
I started this series by talking about the Nonprofit Starter Pack , now I’m going to focus on Click & Pledge. The feature I’ve chosen to highlight is how Click & Pledge handles reconciling donors to Salesforce. Tagged: Click & Pledge , Common Ground , Life after Common Ground , Nonprofits , Salesforce.
Judi Sohn
APRIL 28, 2011
Our strategy: We want to send new non-donor contacts a series of 3 short emails. I'm surprised how many nonprofits I talk to using Salesforce don't realize how easy this is. Donor Status: Lifetime Hard Credit Count (a Convio Common Ground field) = null covers that since the communication wasn't aimed at donors.
Judi Sohn
APRIL 28, 2011
Our strategy: We want to send new non-donor contacts a series of 3 short emails. I'm surprised how many nonprofits I talk to using Salesforce don't realize how easy this is. Donor Status: Lifetime Hard Credit Count (a Convio Common Ground field) = null covers that since the communication wasn't aimed at donors.
Judi Sohn
SEPTEMBER 5, 2011
The Salesforce Foundation has continually struggled with how to make Dreamforce meaningful for the nonprofits who attend. This year, the Nonprofit/Foundation sessions and exhibitors were all on the lower level of the nearby Marriott Marquis. I enjoyed presenting on Tuesday morning on the topic of Nonprofits & the AppExchange.
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