Judi Sohn

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On Uncommon Ground

Judi Sohn

Organizations had nearly unlimited flexibility in what they could do on top of what was in the package. Don't get me wrong. Startups fail.

Open Letter to Salesforce Nonprofit Admins

Judi Sohn

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.

Open 76

Life after Common Ground: Part 4 – Soapbox Engage

Judi Sohn

This is ideal for organizations that have to quickly put up or change a form without having to worry about getting a web developer involved.

Life after Common Ground: Part 1 – Nonprofit Starter Pack

Judi Sohn

Most of my time over the past few months at KELL Partners has been spent getting to know all the wonderful tools and technologies in the Salesforce world that have come along while I was too busy focusing on Common Ground. I’ve spoken to so many organizations who are now in the process of deciding their next steps. And they should be.

Life 42

Real-world Salesforce Visual Workflow for a nonprofit

Judi Sohn

But I can’t write a trigger and this organization has $0 to spend on letting me hire someone to do the work. How to run reports.

Introducing Apsona batch gift entry for the Nonprofit Starter Pack

Judi Sohn

While Common Ground’s batch tool was far from perfect, a lot of organizations used it and relied on it. And then the light bulb went off.

Gift 34

Google now denies program to nonprofits they used to serve

Judi Sohn

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. Guess which won? With good reason.

Why organizations should check calendars carefully before scheduling events

Judi Sohn

Here's why the organizations shouldn't shrug it off: Jewish holidays (especially the big ones: Rosh Hashanah, Yom Kippur and Passover) aren't just about ritual. shouldn't be asked to by organizations I trust and value. In 2012, Salesforce's huge and wonderful conference, Dreamforce , will be held September 18-21.

Setting up an easy welcome series in Salesforce

Judi Sohn

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 Permalink.

Life after Common Ground: Not-so-final thoughts

Judi Sohn

Organizations want to feel that they’re in partnership with the companies they’re working with. 6 weeks ago, I began a series of blog posts highlighting different Salesforce apps I’ve been working with at KELL Partners since leaving Blackbaud/Common Ground behind six months ago. Part 3: Causeview – Campaign hierarchy.

Early first impressions of Salesforce Spring ’12

Judi Sohn

Disclaimer: I am a Salesforce MVP and a soon-to-be employee of Convio, a Salesforce partner. ”  These are user-submitted and voted up ideas.

Org 23

Moving on to my next adventure

Judi Sohn

It has nothing whatsoever to do with my faith in the organization or my satisfaction with where things are heading. In fact, the organization has had an incredible surge in the past year or two thanks to both the rebranding and the efforts of my amazing colleagues. We’re hoping to find someone who can start in early December.

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

Judi Sohn

loved the idea of a simple, affordable solution that organizations could use right now that would give them unfiltered data to inform their decisions.

Apple, it’s time to move parental controls to the cloud

Judi Sohn

So it’s surprising to me that thus far, Apple has done little to help families organize their iLives. Right now, I have a 2.5 Not theirs.

Ipod 13

If Google+ was a comfy couch at a conference…

Judi Sohn

There are lots of organized networking opportunities. Some For a while yesterday, Google turned on the spigot and folks were able to freely invite others to Google+. In In that window of opportunity, I snagged an invite from NTEN’s Amy Sample Ward and have spent the last day playing around with it in between other projects.

Frustrated with online project management tools

Judi Sohn

There is no bird's eye view for an organization. People in charge of the organization can look across all projects. Not so much.  .

Ridiculously easy YTD comparison reports in Salesforce

Judi Sohn

Every organization tracks different types of income. Happy New Year! This fiscal year. Last month. Last year. Yesterday. 12/25/2010. That's it.

Frustrated with online project management tools

Judi Sohn

There is no bird's eye view for an organization. People in charge of the organization can look across all projects. Not so much.  .

Where to find me at Dreamforce

Judi Sohn

These are projects where I’ll be using my knowledge and love of Force.com to help organizations make the world a better place. ” I wanted to pick apps that I am absolutely in love with, are approachable for both nonprofits and commercial organizations and don’t necessarily have the same front-page PR that other apps have.

Life after Common Ground: Part 2 – Click & Pledge

Judi Sohn

An organization can build their forms to “speak” to Click & Pledge’s processor. And wow, is it robust. On or off.

Life after Common Ground: Part 3 – Causeview

Judi Sohn

Then the organization attaches their gifts to either Appeals, or maybe Events. Best of vendor vs. best of breed.

Why organizations should check calendars carefully before scheduling events

Judi Sohn

Here's why the organizations shouldn't shrug it off: Jewish holidays (especially the big ones: Rosh Hashanah, Yom Kippur and Passover) aren't just about ritual. shouldn't be asked to by organizations I trust and value. In 2012, September 18th is the 2nd day of Rosh Hashanah , a Jewish High Holiday. Learn. Recharge.

Convio Common Ground progress report

Judi Sohn

Salesforce default is to assume nothing, leaving it to the organization to customize things to their liking. 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. Here’s a little update on how it’s going.

Doc 3

An update on my quest for project management bliss

Judi Sohn

50% discount for nonprofit organizations. know that there are many organizations successfully using Dream Team. Not quite. It happens.

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.

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.

Setting up an easy welcome series in Salesforce

Judi Sohn

Until recently, when someone registered through our website without donating or taking action, they got very little initial feedback from us. link].

It’s almost time for #11NTC – See you there?

Judi Sohn

I look forward to the NTEN NTC (Nonprofit Technology Network's conference) every year. This year, my 4th, promises to be the best yet.

It's almost time for #11NTC - See you there?

Judi Sohn

I look forward to the NTEN NTC (Nonprofit Technology Network's conference) every year. This year, my 4th, promises to be the best yet. Permalink.

Thoughts on Chatter while the Kool-Aid flows at Dreamforce

Judi Sohn

Don't get me wrong, I think it's great for other organizations. didn't get much out of yesterday's keynote. No one uses it. followed people.

Org 2

Destined to ring bells

Judi Sohn

Back in 2007, the Colorectal Cancer Coalition rang the opening bell at the New York Stock Exchange in honor of Colorectal Cancer Awareness Month.

My top 5 Salesforce/Common Ground administrator tips (as presented at the Convio Summit)

Judi Sohn

Trisomy 18 Foundation is a very small organization that looks much larger than it is, mostly thanks to Victoria's efforts. Nice time saver.

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

Judi Sohn

We're both from small organizations, after all. Still no regrets. Finally. We only move data from Common Ground to QuickBooks. Pretty cool, huh?

Multiple Google Docs in same browser - Incognito mode to the rescue! (it's not just for porn)

Judi Sohn

Folks seem to be happy that Google is finally rolling out the ability to have multiple Gmail accounts in the same browser. and 3. Lovely. Works well.

Thinking tech for a 14 year old with autism

Judi Sohn

rely on technology to keep my life organized. I don't keep anything in my head I don't have to. She also has high-functioning autism.

Thinking tech for a 14 year old with autism

Judi Sohn

rely on technology to keep my life organized. I don't keep anything in my head I don't have to. She also has high-functioning autism.

Apple isn’t ready for its own “revolution”

Judi Sohn

Then you can sync the photos back to the device nicely organized with a fresh slate in the camera roll. Organizing the camera roll without a computer is a mess. As I blogged last weekend, I now have an iPad. One week later, I still haven’t touched my MacBook. want to hand it down to my daughter for whatever life it has left.

A Way to Track Membership Dates in Salesforce using Cross-Object Workflow

Judi Sohn

That I would get too much distance from the day-to-day of actually using Salesforce/Common Ground at an organization. So when an organization wants to track membership, they need to either install another 3rd party app or add custom functionality to their Salesforce instance. I have a confession. Crazy. Lost you yet? Now the fun part.

First month on the new job

Judi Sohn

The big difference is that instead of bringing knowledge and connection back to one organization, I’m bringing it back to all organizations on Common Ground. love my job. love the people I’m working with now just as much as I did before. I don’t love sitting on a Windows PC all day, but I’m getting used to it.

When did our Senate move to Asia?

Judi Sohn

guess the idea is to get unsuspecting organizations to actually make the change, and then switch for spam/ad site? What's this "new" site?