Judi Sohn

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Need to leave Common Ground? Analyze first. Then react.

Judi Sohn

From the moment the end of Common Ground was announced, I’ve watched helplessly as two things happened: Organizations on Common Ground got angry (and a little panicked) and vendors and consultants who sell services and applications competitive to Common Ground seized opportunity. It’s not about price comparisons.

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Life after Common Ground: Part 2 – Click & Pledge

Judi Sohn

This post is part 2 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. An organization can build their forms to “speak” to Click & Pledge’s processor. Best yet, this information stays with the contact.

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Are you a nonprofit person lost in all my Salesforce talk? Learn what the buzz is about

Judi Sohn

For those of you in the New York City area who are wondering what the heck the big deal is, I invite you to consider a seminar hosted by my friend, Lisa Glass Kornstein of the Solid Foundation : Is Salesforce.com Right for Your Organization? We’ll discuss these and other questions: • What is Constituent Relationship Management (CRM)? •

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Are you a nonprofit person lost in all my Salesforce talk? Learn what the buzz is about

Judi Sohn

For those of you in the New York City area who are wondering what the heck the big deal is, I invite you to consider a seminar hosted by my friend, Lisa Glass Kornstein of the Solid Foundation : Is Salesforce.com Right for Your Organization? . What to look for in an information system? . • Support Center for Nonprofit Management.

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Life after Common Ground: Part 6 – Apsona

Judi Sohn

Both applications are generously donated by their developers to non-profit organizations, so there’s no comparison on price. While Salesforce reports have improved a great deal in the last year or so, many organizations have difficulty with the concept of report types. Here’s why: It runs right within Salesforce.

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How to report on donors who became donors over time in Salesforce

Judi Sohn

In our organization, all contacts are in Salesforce regardless of whether or not they've ever given us a dime, directly or indirectly. The challenge is that we want that information on an Account-based report and Lead Source is a contact or opportunity field. I start out with a "I wonder if I could." Call the Answer Line?

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How to report on donors who became donors over time in Salesforce

Judi Sohn

In our organization, all contacts are in Salesforce regardless of whether or not they've ever given us a dime, directly or indirectly. The challenge is that we want that information on an Account-based report and Lead Source is a contact or opportunity field. Maybe they get our eNewsletter. It's seriously that easy.

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