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All About Salesforce

All About…Salesforce: March 2023

Published: March 23, 2023Author: Jordan BergerCategory: Resources, Salesforce, WebinarsTags: Associations, Events, Nonprofits

Happy Spring! The season of new beginnings and (hopefully) warmer weather. I’ve been looking forward to spring all winter to…

Spring Cleaning

A Little Spring Cleaning of Your Data Goes a Long Way

Published: January 25, 2023Last Updated: February 13, 2023Author: FíontaCategory: Resources, SalesforceTags: CRM, Data

For most nonprofits and associations, January is a slower(ish) month filled with strategic planning for the upcoming year, allocating grant…

All About Salesforce

All About…Salesforce: January 2023

Published: January 25, 2023Last Updated: March 21, 2023Author: Jordan BergerCategory: Resources, Salesforce, WebinarsTags: Associations, Events, Nonprofits

Happy New Year! The weather has been, well, seasonably cold, but at least the sun is out. In this month’s…

Ensure a Successful Data Migration

How to Ensure a Successful Data Migration

Published: January 18, 2023Last Updated: January 26, 2023Author: Renee OenCategory: Resources, SalesforceTags: Data Migration

Moving data from one system to another can sometimes feel like getting a very wiggly, recalcitrant child ready for bed….

Laptop with on-demand webinar on screen with coffee and notebooks near by.

On-Demand Salesforce Webinars for Nonprofits and Associations

Published: December 12, 2022Last Updated: March 21, 2023Author: FíontaCategory: Resources, Salesforce, WebinarsTags: Associations, Nonprofits

We are pleased to offer a range of on-demand webinars covering fundraising, donor management, member management and engagement, grants management,…

All About Salesforce

All About…Salesforce: October 2022

Published: October 20, 2022Last Updated: January 9, 2023Author: Jordan BergerCategory: Resources, Salesforce, WebinarsTags: Associations, Dreamforce, Events, Nonprofits

Hello, and welcome to the October installment of All About Salesforce. I want to take the time to thank Lawson for…

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